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How to use the SumUp Solo

How to Guide

Unlock the Power of Your SumUp Solo: A Friendly Guide

Welcome to the world of payment acceptance, courtesy of your new SumUp Solo Card Reader! To make this journey as smooth as possible, we’ve crafted a step-by-step guide to get you started and ready to take payments. The Solo is your trusty companion, and setting it up is a breeze.

Before we dive in, remember that during the setup process, your Solo requires a Wi-Fi connection for updates. Once that’s done, no need for Wi-Fi anymore. Now, let’s embark on this exciting setup journey.

Setting Up Your Solo: The Road to Success

  1. Power up your Solo: To kick things off, locate the On/Off switch on the right side of your Solo. It’s the button with the SumUp logo. Flip that switch on and let the magic begin.

  2. Language selection: A little personal touch can go a long way. Tap the drop-down menu and choose your preferred language from the options. Hit “Let’s start” to move forward.

  3. Log in to your SumUp profile: This step is vital for the magic to happen. Log in and let your Solo know you mean business.

  4. Connect to Wi-Fi: Your Solo will prompt you to connect to a Wi-Fi network. Remember, it’s crucial to connect to a secure network for your security. This connection is essential for the setup process.

  5. Update your Solo: Your Solo needs to be up-to-date to perform at its best. When prompted, tap “Download & Install” to start the update. Don’t worry; it won’t take long.

With the update complete, your Solo is officially ready to roll, fully set up and raring to accept payments like a pro!

Not Yet a SumUp Member? No Problem!

If you’re new to SumUp and haven’t created a profile yet, worry not! We’ve got you covered. On the login screen, simply tap “I don’t have a profile.” This nifty action will reveal a QR code that you can scan or an associated address where you can create your SumUp profile. It’s easy, and you’ll be on your way to accepting payments in no time.

Learn the Ins and Outs of Your Solo

Your SumUp Solo Card Reader is more than just a device; it’s a versatile tool for your business. Here are some of the features and functionalities that you can explore:

Settings and Features

  • About: The “About” section provides essential information about your Solo and your SumUp profile, including your Merchant ID, device serial number, and software version. You can also log out from this section.

  • Software Update: Keep your Solo running at its best by checking and downloading software updates from this menu.

  • Display & Brightness: Customize your Solo’s display brightness and the duration it stays unlocked when not in use.

  • Languages: Choose your preferred operating language for your Solo.

Connections

  • Wi-Fi: Toggle the switch to connect to a Wi-Fi network, which is necessary for your Solo to process payments. For more information, you can check our guide on connecting your Solo to the internet.

Sales History

Your Solo keeps a record of your transactions, making it easy for you to track your business. You can view past transactions, check their statuses, and even issue refunds directly from your Solo.

Tipping

Enable Smart Tipping to offer dynamic tipping options based on transaction amounts or allow custom tips for your customers. It’s a thoughtful touch that can enhance your customer service.

Charging

You can charge your Solo using the included 2.0 USB type C cable or a charging cradle. The best part is that your Solo can continue to accept transactions while charging, ensuring your business never misses a beat.

Turning Off Your Solo

When it’s time to call it a day, simply hold the power button for a few seconds until the option to shut down appears on the screen. Tap “Shut down” to confirm, and your Solo will rest until the next busy day.

Sales History Made Simple

Keep track of your transactions and sales history effortlessly. Your Solo allows you to view your past transactions, refund payments, and issue receipts. You can filter transactions by date, time, and amount to find the information you need quickly and easily.

Download Your Payment Reports with Ease

Want to get insights into your business’s performance? The “My Reports” section on your SumUp profile offers a comprehensive view of all the reports available to you as a merchant. You can download reports, such as Sales Reports, Payout Reports, and Monthly transaction fee invoices, to help you analyze your business activity.

Your SumUp Solo is designed to make your life easier, and we’re here to support you at every step of the way. If you need more details, explore the full potential of your Solo in the SumUp Solo Manual. It’s your gateway to seamless and efficient payment processing. Happy payments and happy business!

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