Still have more Questions?
CallĀ (855) 505-6789

What is the 1st Merchant 0% Processing Program?2022-03-18T18:28:10+04:00

Save virtually 100% on processing fees through a unique program developed to help merchants nationwide by offering their customers a discount for paying with Cash or in store gift cards.

What kind of businesses can use the 1ST Merchantā€™s proprietary Software or our Affiliates?2022-03-18T18:27:48+04:00

Just about any business that accepts credit cards can benefit from our advancements. From professionals like doctors, lawyers, dentists and accountants and auto repair shops and daycare centers to retail establishments, 1ST Merchant can put more money in your pocket every month ā€” a lot of it! Depending on your utilization of the technology to process payments and traffic in and out flow.

What do I need to get started with 1ST Merchant?2022-03-18T18:27:26+04:00

This is the fun part. Weā€™ll send you everything you need in one handy package. Youā€™ll receive a payment terminal, along with signage for your front door and terminal area explaining the discount for cash-paying customers. Youā€™ll also receive free training, as will your sales staff.

OK, I really like the idea of 1ST Merchant. What do I do now?2022-03-18T18:27:03+04:00

It’s easy! Just Click HereĀ and fill out a simple form. It only takes a couple of minutes! Business and Personal information, itā€™s confidential and secure. Welcome to the 1ST Merchant family of smart merchants who are saving money every day!

What if I don’t like the Cash Discount Program?2022-03-18T18:24:06+04:00
1ST Merchant got you covered!1ST Merchant has a 100% satisfaction guarantee. If for any reason you want to stop using the Cash Discount Program, we will immediately change you back to traditional interchange pricing.
What are customers going to say?2022-03-18T18:23:45+04:00

Customers understand the high costs of processing payments and opt in or use cash. 1ST merchants, Merchants love this program and there has been virtually no negative impact from their customers.

Who else is using the Cash Discount Program?2022-03-18T18:23:13+04:00

1ST Merchants 0% Processing fees program is new, yet a lot of merchants are already using the 1ST Merchants Proprietary software and enrolled into the program, and more are signing on every day.

Do I need to get a PhD to figure this out and set it up or have to get certified?2022-03-18T18:22:36+04:00
Not at all. Weā€™ve made 1ST Merchantā€™s proprietary software incredibly easy to order, set up and manage. If you have any questions, just give us a call and one of our super-smart (and very friendly) tech people will help you with any questions or concerns.
Is it legal to offer a Cash Discount?2022-03-18T18:22:08+04:00

As stated in the Durbin Amendment Ā§124.STAT.2073, 9b2,Ā 15 U.S.C. Ā§ 1693o-2,Ā businesses are permitted to offer a discount to customers as an incentive and to encourage customers to pay by alternative methods other than a credit/debit card including either checks or cash in order to automatically receive a discount which is applied at the time of sale.

Is this the same as a surcharge?2022-03-18T18:21:42+04:00
This is not a credit or debit card surcharge program which is not allowed in several states. 1ST Merchant provides you with a technology that allows you to offer discounts to your customers who chose to pay using cash or check which is allowed in all states.
HOW DO I MANUALLY SETTLE MY BATCH ON MY PAX S802022-03-13T21:38:25+04:00

To manually settle your batch, do the following:

  • Press the ā€œFunctionā€ Key
  • Select Option 2 (Batch)
  • Select Option 1 (Batch Close)
HOW DO I REPRINT A RECEIPT IN MY BATCH ON MY PAX S802022-03-13T21:37:42+04:00

To reprint a receipt in the batch follow these instructions.

 

ā€“ When on the Main Menu, you press Function ( FUNC)

ā€“ Scroll down until you see ā€œReprintā€ and select that.

This will give you option to reprint last receipt or any receipt in batch.

 

To reprint other receipt in batch, you will press ā€œAny Receiptā€. Select Credit. And type in the transaction number of whichever transaction you needed receipt of and it will print out.

HOW DO I UPDATE MY PAX S802022-03-13T21:37:05+04:00

If there is a download available for the terminal and there are no transactions in the terminal then you can simply do a power cycle. Turn the terminal off followed by turning it back on or disconnecting the power and reconnecting it will work as well. The terminal will look for updates and then automatically download any that are available onto the terminal. If the terminal doesnā€™t automatically do the update you can go into the APP UPDATE section and manually update the terminal. Press the MENU key, then select SYSTEM SETTINGS and then select APP MANAGEMENT. The terminal will prompt you to enter in the password which will then allow you to select APP UPDATE. The terminal will now connect and download any updates in the system. Once downloaded the terminal will reboot followed by returning to the main sales screen.

HOW MANY TRANSACTIONS WILL A PAX S80 HOLD2022-03-13T21:36:27+04:00

The Pax S80 terminal holds 1500 transactions. You will have to either batch out or clear the transaction once it reaches 1500.

HOW TO ADD TIP TO S80?2022-03-13T21:35:16+04:00

Its very easy to add tip. Start with FUNC button.

Press Tip Menu (key 6)

Choose ā€œby Transā€ (key 4)

Enter Transaction numer, then press enter.

Double check the credit card number, press enter to confirm.

Input the tip and press ENTER key (3 times to complete)

HOW TO BATCH OUT ON A PAX S80 TERMINAL2022-03-13T21:34:39+04:00
HOW TO CHANGE COMMUNICATION TYPE ON PAX S802022-03-13T21:33:46+04:00

To change from IP or Dial, follow these steps:

 

ā€“ Press Menu button

ā€“ Select Communications

ā€“ Select Main Communications

ā€“ Select either LAN or Dial

HOW TO ENTER YOUR PASSWORD/ WHAT IS THE PASSWORD ON PAX S802022-03-13T21:33:09+04:00

The password is the current date in form HHDDYYYY

For example, if today is October 22nd, 2020 then password is 10222020

HOW TO MANUALLY KEY IN A SALE ON PAX S802022-03-13T21:32:28+04:00
HOW TO RUN TRANSACTIONS ON A PAX S80 TERMINAL2022-03-13T21:23:43+04:00
HOW TO UNLOCK YOUR PAX S802022-03-13T21:22:47+04:00
HOW TO VERIFY AUTO-BATCH SETUP OR ADJUST AUTO-BATCH ON PAXS80 TERMINAL2022-03-13T21:21:59+04:00

To set up auto-batch/autodial or adjust the time for the batch to be settled follow these steps:

 

 

Press Menu Button

Press 4 for Host Settings

Enter Password

Press 5 for Autodial Setup

Make sure it says 2

Click 2 for On

Enter Start Autodial/Auto-batch time

Press Enter

Enter Stop Autodial/Auto-batch time

Enter 15 for AD Intervals

 

If successful, it will bring you back to Host Settings.

HOW TO VOID A TRANSACTION ON A PAX S80 TERMINAL2022-03-13T21:21:16+04:00
I PUT IN THE WRONG PASSWORD AND MY PAX S80 TERMINAL IS LOCKED UP. WHAT DO I DO NOW?2022-03-13T21:19:57+04:00

Power down the terminal and then power it back up again. The terminal will then just reboot and clear the unsuccessful tries and youā€™re able to try the password again.

APP MARKET FREQUENTLY ASKED QUESTIONS2022-03-13T21:09:35+04:00

Cloverā€™sĀ App MarketĀ App Market - App IconĀ enables you to customize Clover to fit the needs of your business, employees, and customers.

In theĀ App MarketĀ App Market - App Icon, youā€™ll find free and paid apps createdĀ by Clover andĀ third-party companies.

Common Questions

Do IĀ need to create a special Clover account to use the App Market?

You donā€™t need to create a special Clover account to use the App Market. Just log in to your Clover account using the instructions above.

Can I installĀ apps from the App Market onto my phone orĀ tablet?

You canā€™t installĀ apps from theĀ App MarketĀ App Market - App IconĀ onto non-Clover devices such as an iPhone, iPad, or an Android device.

Purchasing an app

How am I billed for my subscriptions on the App Market?

Your merchant account is billed for any app subscriptions or metered billing for apps you have subscribed to. No credit card or other form of billing available.

 

How do I pay for paid apps?

Paid apps are paid through your connected merchant account.

If I have more than one Clover device on my Clover account, do I need to purchase an app for each device?

No, you donā€™t have to purchase an app for each device on your Clover account. Once you purchase an app, it will be installed onĀ all of your applicable Clover devices.

I purchased a new Clover device. Do I need to copy my appsĀ onto it?

When you activate your new Clover device, the apps associated with your Clover account will automatically be installedĀ onto your new device.

Third-party apps

What is a third-party app?

TheĀ App MarketĀ App Market - App IconĀ offers apps created by Clover, Inc., andĀ itĀ also offersĀ apps createdĀ by other companies (known as third-parties).

This is similar toĀ Appleā€™s app store, whereĀ some of theĀ apps were created by Apple, and otherĀ apps wereĀ created by other companies.

How can I tell if an app is a Clover app or a third-party app?

InĀ theĀ App MarketĀ App Market - App Icon, youā€™ll see the apps that are installed on your Clover devices and other apps that are available to be installed. Ā Below each app name is the name of the company that createdĀ the app as well as the cost of the app (if any).

Is Clover responsible for third-party apps?

The company that created the app is responsible for supporting it, not Clover, Inc.Ā Please contact the company that created the app if you have a question. Go to the App Market on the webĀ or a Clover device, and tap the app name to find contact information for that company.

How do I install or uninstall an app?

See the articleĀ Install / Uninstall Apps For Your Clover Devices.

How do I see a list of all of the apps that are available for my Clover devices?

Open theĀ App MarketĀ App Market - App IconĀ on a Clover device, orĀ go to theĀ App MarketĀ onĀ the web.

Free Apps and 30-day Free Trials

How do I cancel my subscription for an app?

When youĀ uninstall the app, your subscription will be canceled.

Do I need to register a credit card to installĀ an app with a 30-day free trial?

No, but your merchant account will be billed after the 30-day free trial ends if it is still installed.

If I sign up for an app with a 30-day free trial, will I receive a warning that my merchant account will be charged?

Yes, you will receive a reminder email just before the 30-day free trial ends.

Why are some apps free and some paid?

Some of the apps in theĀ App MarketĀ App Market - App IconĀ are free, and others require payment. When Clover or a third-party companyĀ offersĀ an app that takesĀ more time for initial development and updates, theyĀ may decide to charge a monthly subscription.

If an app is free now, can the companyĀ charge me for it later without my approval?

CompaniesĀ canā€™t charge your merchant account on file without your approval. When you click to subscribe & install an app, you are agreeing to the charge terms that are listed.

Payment Confirmation

How do I see a list of apps Iā€™ve been billed for?
  1. On the Web Dashboard, openĀ theĀ AppĀ MarketApp Market - App IconĀ app.
  2. Click Billing History in the top right corner of the page.

Youā€™ll see a list of the apps youā€™ve been billed for.

 

Will I receive confirmation each month that Iā€™ve been billed?

You will receive a separate confirmation email for eachĀ charge andĀ eachĀ app.

 

Subscriptions, Installing, and Uninstalling Apps

If I uninstall a paid app, will I still be billed for the remainder of that subscription month?

Yes, if you uninstall a paid app, youā€™ll still be billed for the remainder of that subscription month.

 

Am I charged for apps on a calendar month basis?

The monthly billing cycle starts on the date youĀ installed the app, and you are billed every subsequent month until youĀ uninstall the app.

What happens whenĀ I upgrade to a higher tier within a paid app?

If you upgrade to a higher tier within a paid app, you will be charged a prorated amount for the remainder of the current billing month.

 

What happens whenĀ I downgrade to a lower tier within a paid app?

You will be moved to the lower tier functionality immediately, and you will be charged the new amount for the lower tier starting on the next billing cycle.

 

What happens when an app changes subscription pricing?

If you subscribe to an app at a specific rate, that rate continues until you uninstall the app, Ā the app becomes unavailable, or the company that created the app removes it from theĀ App MarketĀ App Market - App Icon.

If a companyĀ changes the subscription rate for an app, the new rate only affects new installations. Therefore, if you uninstall and want to reinstall an app, you will seeĀ the current price for that app, which may be higher than your previous subscription rate.

NOTE

Uninstalling and reinstalling apps may cause you to be double-billed or bumped to a higher subscription rate ifĀ you reinstall the app. Before uninstalling the app and reinstalling the app,Ā checkĀ the troubleshooting section for the app and contact the company that created the app.

 

What happens if I uninstall, then reinstall, an app in the same day because Iā€™m having issues with the app? Will I get charged twice?

If itā€™s during the 30 day free trial, you will not be charged. If itā€™s after the 30 day free trial, uninstalling the app will endĀ your previous subscription, and reinstalling the app will start a new subscription.

IMPORTANT

Most issues with apps are not fixed by uninstalling and reinstalling the app.Ā Uninstalling and reinstalling an appĀ to troubleshoot issues is strongly discouraged because itĀ may increase yourĀ subscription fee, and it typically does not fixĀ the problem. For any app issues, contact the company that created it. You can find their information in theĀ App MarketĀ by clicking the app name.

 

I havenā€™t used the app since I downloaded it. Do I still have to pay for it?

Yes, your subscription begins when you install the app.

If your app has a 30-day free trial, you can uninstall the app any time prior to the start of the paid subscription period and you will not be charged for that app subscription.

 

Refunds

How do I requestĀ a refund for an app?
  1. If the app is on aĀ Clover device or yourĀ Web Dashboard, first uninstall the app.
  2. Contact the company that created the appĀ regarding your refund request.

You can find the companyā€™s contact information in theĀ App Market on the webĀ or aĀ Clover device.

 

How do I requestĀ a refund for an app that I do not rememberĀ installing?
  1. If the app is on aĀ Clover device or yourĀ Web Dashboard, first uninstall the app.
  2. Contact theĀ company that created the appĀ regarding your refund request.

You can find theĀ companyā€™s contact information in theĀ App Market onĀ the webĀ or aĀ Clover device.

 

Who do I contact regarding a billing error?

Contact theĀ company that created the app.Ā You can find theĀ companyā€™s contact information in theĀ App Market onĀ the webĀ or aĀ Clover device.

 

An app I paid for is not working. Ā What should I do?

CheckĀ the troubleshooting section for the app and contact theĀ company that created the app.Ā You can find theĀ companyā€™s contact information in theĀ App Market onĀ the webĀ or aĀ Clover device.

 

Reference Site:Ā https://help.clover.com/faq/app-market/

CAN I CHANGE THE ORDER OF MY ITEMS?2022-03-13T21:07:42+04:00

Yes, you can change the order of items within a category and the order that your categories appear in theĀ InventoryĀ appinventory-app-store_4376970981672244184_200x200.pngĀ and theĀ RegisterĀ appregister-app-store_7939097640983943943_200x200.png. SeeĀ Rearrange and search for categoriesĀ for instructions.

CLOVER GO CARD READER FAQS2022-03-13T21:06:50+04:00
How do I charge the battery in the card reader?Ā #

Card Reader can be charged using the micro USB cable provided via a laptop USB port, a portable charger or a wall charger (not included).

Does the reader charge when plugged into the audio jack?

Only if you also have the charger connected to a wall charger, portable charger, or some other power source.

What are the minimum rating requirements for the readerā€™s battery to charge?

The reader needs to be charged by a PSU similar to mobile phone charger with minimum rating of 5V, 1000mA.

Can I swipe transactions if the readerā€™s battery is not charged?

No. Both swipe and EMV transactions require that the battery be charged.

How long does it take to charge the battery?Ā #

Time to fully charge the battery is approximately 2.35 hours with 10W PSU (USB).

Can I use the reader to process transactions while it is charging?Ā #

Yes, the reader can be used while the reader is being charged via USB.

How quickly can I use the reader if I start charging it after it is drained?Ā #

With a fully drained battery and 10 minutes of charge, you should be able to perform approximately 5 transactions.

If I am not using the card reader, will it still lose charge?Ā #

Yes. When the rechargeable battery is fully charged, it takes about 3 months to lose charge when kept without being used.

How can I tell what the status of the battery is?Ā #

The reader needs to be connected to a phone/tablet or a power source in order for the LED lights to come on indicating battery status.

How can I tell how much battery charge remains?

Battery Life indicator within the Settings drawer can be used to see how much charge is left. Reader must be inserted into the audio jack of your device and app must be open in order to see that information.

Battery Life Clover Go

How many transactions can I process on a full charge?Ā #

Current testing shows that user can process approximately 100 EMV transactions or 200 swipe transactions on a full charge over a period of time. However, if processed within a single day, that number may be higher.

I inserted my reader into the audio jack of my device but the LED lights are not coming up and I know I just charged the reader. What should I do?Ā #

Make sure the app is allowed access to the microphone. You can check that within the Settings of your phone or tablet. Next, make sure the volume limit is set to the maximum level and is not on mute. Also, make sure you are not talking on the phone or using a Bluetooth device (like speakers) that diverts away from the audio jack. If that still does not work, access the Settings Drawer of your app, go to the Help and Support section and call the Customer Service number you see there for assistance. NOTE: Some cases and covers interfere with the reader fitting correctly. Remove your case or cover and see if that helps.

Can I use a card reader other than the Clover Go card reader?

No. Each processorā€™s reader is encrypted for their use only.

Can I buy the Clover Go card reader on the Internet?Ā #

No. The Clover Go card reader must be purchasedĀ through First DataĀ so that it is embedded with theĀ appropriate encryption. That encryption canā€™t be obtained elsewhere.

Can I use my Mobile Pay reader?Ā #

No. You must have a Clover Go reader.

CLOVER GO GENERAL FAQS2022-03-13T21:05:43+04:00
What are the minimum OS requirements for Clover Go?

iOS version 8.2 and higher (oldest model supported is the 4S)

Android version 4.4 and higher

Windows PhonesĀ are not supported at this time

IMPORTANT

Clover GoĀ will not function on a jailbroken or rooted device

What devices is Clover Go compatible with?

Yes, Clover Go works with Apple and Android phones and tablets.

Is there a separate app for tablets?

No, both tablets and phones currently use the same app

Do I need to purchase a specific device in order to use Clover Go?

You can use your own phone or tablet.

Do I need to use a specific phone carrier?

No, you can use the carrier of your choice.

Will Clover Go work on a rooted or jailbroken device?

Security is a top priority. For this reason Clover Go will not work on a rooted or jailbroken device.

Does Clover Go work over Wi-Fi and Cellular Network?

Yes, Clover Go works over both Wi-Fi and Cellular Network.

Does Clover Go work when there is no connectivity?

No, connectivity is required to use Clover Go.

If I delete and reinstall my Clover Go app, will I lose all of my in-app data?

No, your data is stored on clover.com, so you will not lose all of your in-app data if you have to delete and reinstall the Clover Go app.

How much data is used for a transaction?

Data usage may vary, but itā€™s approximately 25 kilobytes per transaction for a swiped transaction.

How do I batch out my transactions for the day?

Clover Go utilizes an auto-batch function to close the batch for the day. The auto-close time is systemically set for 1:00 AM EST unless otherwise specified at or after boarding. For more information on the close time set for your specific account, please contact your Business Consultant or call the toll free support number provided (in the App: Tap the icon in the upper left to open the Menu drawer. Then, tap ā€œHelp and Supportā€ orĀ in WebĀ Dashboard: in the Support box in the upper right corner of the screen).

How do I login to my Web Dashboard?

Go toĀ www.clover.comĀ and click ā€œLog inā€ at the top right hand side of the page. Your login credentials are the same email address and password that you used to activate your Clover Go app.

Why do I only have Quick Mode? Where is my inventory?

It means that your merchant account was set up under the Terminal Service Plan. Clover Go requires the Register Service Plan in order for the inventory features to function. You can upgrade via the Clover Dashboard by:

  • OpeningĀ App MarketĀ App Market icon, tapping the top left menu button, then tappingĀ Service Plan
  • Contacting your Business Consultant or calling the toll free support number providedĀ (in the App: Tap the icon in the upper left to open the Menu drawer. Then, tap ā€œHelp and Supportā€ orĀ inĀ WebĀ Dashboard: in the Support box in the upper right corner of the screen)

NOTE

A fee may apply if you have other Clover devices.

I received an error message telling me to upgrade to the Pro Service Plan. What does that mean?

It means that your merchant account was set up under the 2000 Service Plan. Clover Go requires the Pro Service Plan in order for the in-app features to function. You can upgrade via the Clover Dashboard by selecting App Market, then Service Plan, by contacting your BC or calling the toll free support number provided.

IĀ am getting a Duplicate Transaction message. What does this mean?

The last four numbers of the card and dollar amount of this transaction is the same as a recently completed transaction. You can continue with the transaction; this is just a warning to help avoid charging the same card twice by accident. You can open the settings drawer and tap Transactions to review the completed transaction prior to proceeding with the currentĀ one, if desired.

Duplicate

How do I log in to Clover Insights?

Either click on the link in the welcome email or go toĀ https://getinsightics.com/login. Choose ā€œLog in with your Clover accountā€ and use the same login credentials you use to log into the Clover Web Dashboard and/or your app.

Clover Insightics

When I submit a transaction I am getting an error: ā€œError occurred ā€“ You are not authorized to submit transactions from your current location, which is outside of the United States or its Territories.ā€ Why am I getting this error?

Clover Go is intended for use within the United States. This error is presented when a transaction is being initiated outside the United States.

I had my app open and now it is asking for my PIN again? Why is this happening?

This means that your session expired due to time or inactivity. After an hour of inactivity the app will log the user out and require them to use their PIN to log back in.

CLOVER GO HELP AND SUPPORT FAQS2022-03-13T21:04:55+04:00
How do I see which version of the app I have?

Tap the icon in the upper left to open the Menu drawer. Then, tap ā€œHelp and Supportā€ and then tap ā€œAboutā€.

App Version

Where can I find the phone number to call if I need help or have a question?

Tap the icon in the upper left to open the Menu drawer. Then, tap ā€œHelp and Supportā€ and then, tap ā€œAboutā€. You can also find the number on your Web Dashboard.

Help and Support

Is there anything in the app that will show me how to use the app?

You can access How-To videos and the FAQ from ā€œHelp and Supportā€ in the Settings drawer.

How to use the app

 

Reference Site:Ā https://help.clover.com/faq/clover-go-help-and-support-faqs/

CLOVER GO INVENTORY AND SETUP FAQS2022-03-13T21:04:11+04:00
How can I enable Tips within the app?Ā #

Login to your Web Dashboard at www.clover.com and select the Setup app, you will then see Tips as an option on the left hand side. Click that and you will be able to control whether or not the Tip screen presents by checking or unchecking the ā€œask for tipā€ box. You can also configure what percentages are displayed as options.

NOTE

Tip Label will not carry through to the Clover Go app.

How can I disable TipsĀ for the app?Ā #

Login to your Web Dashboard at www.clover.com and select the Setup app.Ā Click the Tips option on the left hand side and uncheck the ā€œAsk for tipā€ box.

I selected the tax rate I want to apply, but it is not applying to my inventory items. Why?Ā #

The tax rate selected via the Settings Drawer is only applied to custom items. For inventory items, the tax rate set when creating the item will be applied.

How do I add a tip to a transaction?

Ensure tips are enabled in your Web Dashboard. Once your tips are enabled, uponĀ payment type selection ofĀ ā€œCredit/Debit Cardā€ the tip screen will appear before you ā€œAuthorizeā€ the transaction.

Can I add a tip after completing the transaction?

No. Clover Go does not support tip adjustment.

I added inventory (or made changes) within my Web Dashboard but do not see those changes reflected in the appā€¦what did I do wrong?

Go to Settings > logout. Then log back in with your PIN. Inventory app will be refreshed when you log back in to the app.

Do you support Inventory Management?Ā #

At this time, we do not increment or decrement quantities based on purchases or refunds. Inventory that has been set up on the Clover Dashboard will present in the Clover Go app to simplify order entry.

Can I add items to the inventory from within the app?

Currently you cannot.

Why do I not see a tax rate that I can include as part of my Quick Mode item?

Quick Mode does not support the application of taxes as a separate line item. The full amount should be included in the total entered.

Am I able to add a custom header and footer to my receipts?

Yes, open the Setup app and click on ā€œPayment Receiptsā€.

Reference Site:Ā https://help.clover.com/faq/clover-go-inventory-and-setup-faqs/

CLOVER GO MULTIPLE USERS OR ACCOUNTS FAQS2022-03-13T21:03:08+04:00
I have multiple accounts and switched to the one I want to process for.Ā Ā Will this be the account I continue to process for until I change it?Ā #

No, your default processing account will be your Primary Merchant Account. If you change it, the change will be applicable for the duration of the session. When you log out (or your session times out), it will revert back to your Primary Merchant Account.

What is a Primary Merchant Account?

If a user is assigned to multiple accounts, there may be a unique PIN for each. In order not to require that a user remember multiple PINs, we will assign the user a ā€œPrimary Merchant Accountā€, which will be the Merchant ID whose PIN will allow entry into the app. Once in the app, the user can easily switch between any of the accounts assigned to them under the same email address with this one login.

Am I able to change the Primary Merchant Account?

Yes, you can change the Primary Merchant Account from the settings on the Clover Go app at any time. When Primary Merchant Account is changed, the PIN assigned to that account in www.clover.com is now the PIN used to log in to the app.

Primary merchant accountĀ #
I have multiple accounts, but they are under different email addresses.Ā Ā Will I be able to switch between them in the app?Ā #

No. You have to log in separately for each account that is under a different email address. Only accounts under the same email address are tied together by a single login.

I have 5 merchant accounts. Why do I only see 4 of them when I tap the merchant name in my Settings drawer?

First, try logging out and logging in as a new user. Input your existing credentials (email address and password) and see if the list of available accounts refreshes to include the missing account. If that does not work, check the service plan of the account that you do not see to make sure it was set up as the Pro Service Type. If not, you can contact Customer Support at the toll free support number provided when you log in to the app then tap ā€œHelp and Supportā€ and then, tap ā€œAboutā€.

How can I allow my sales team to take payments on my behalf? Can I add them as users on my account?

You could create more usersĀ by logging in to your Web Dashboard at www.clover.com. Create a new employee byĀ clicking onĀ Employees app andĀ filling inĀ required fields of Full Name (can be first name only) and Email Address.All other fields are optional. Select the appropriate role (Admin, Manager, Employee) for yourĀ employee. Once you finish creating a new employee in Employees app, each employee added will receive an email from Clover with a link to verify their email and ask them to create a password. Your employeeĀ will need to create a new passwordĀ before they can access the Clover Go app. Also, they would need to first download the Clover Go app and have a Clover Go card reader to be fully functional.

When setting up my Employees, what is the difference in functionality within the Clover Go app for the 3 available roles and can I assign a custom role?

An Employee assigned an ā€œAdminā€ role will be able to see transactions executed by all users, perform refunds on any transaction, and perform administrative functions such as setting up carbon copy receipts. An Employee assigned the role of ā€œEmployeeā€ will be able to access only their own transactions but will not be able to perform refunds on any of their own transaction. An Employee assigned the role of ā€œManagerā€ will be able to access only their own transaction and will be able to perform refunds against their own transaction. Clover Go does not support any custom roles at this time.

How can I order additional card readers to provide to my employees?

Contact your Business Consultant or access the Settings Drawer of your app, go to the Help and Support section and call the Customer Service number you see there for assistance.

Am I limited to the number of Employees that I can add under a single account?

No, we do not restrict the number of employees that you can add to your account.

Can any of my employees add other employees to my account?

Only those employees that you create as Admin employees will be able to add other employees to your account, if you grant them that right.

Am I able to change my PIN or that of my employees?

Yes, you can do that any time via your Web Dashboard at www.clover.com. Access the Employee app; find the employee whose PIN you want to change and click the pencil icon to the right of their name to edit.

Can my employees issue refunds?

Yes, but only if you give them the permissions to do so. An employee assigned a ā€œManagerā€ role will have the ability to issue refunds on their own transactions but cannot issue refunds for other employees. An employee assigned to an ā€œEmployeeā€ role cannot issue refunds, not even for their own transactions. But, an employee assigned to an ā€œAdminā€ role, can see all transactions and refund any transaction executed by any Employee under the account.

I do not want my employees to be able to select check and/or cash as an option. Can I suppress that?

Yes. As anĀ Admin, you can go to their Web Dashboard at ww.clover.com, click SetupĀ app, click ā€œPaymentsā€ and select or deselect ā€œcheckā€ and ā€œcashā€ as tender types.

Note: Not all tender types apply to Clover Go-only users at this time.

I created a new role and changed assignments for my employees. However, these updates are not working with my Clover Go app.

We are working to build out role based functionality for Clover Go and at this time the Clover Go app does not support custom roles or permissions.

 

Reference Site:Ā https://help.clover.com/faq/clover-go-multiple-users-or-accounts-faq/

CLOVER GO PAYMENTS FAQS2022-03-13T21:02:17+04:00
I am in Quick Mode and added a dollar amount. Now I want to switch to Inventory Mode and select a few items from my list, but the toggle is greyed out. Why is that?

Inventory mode and Quick Mode are mutually exclusive. You cannot have a mix of the 2 in the same order. If you need to add an ad-hoc item while in Inventory mode, you can do so by adding a Custom Item. Once you start your order in one mode, the toggle will be greyed out and not ā€œswitchableā€ to the other until the order is complete or cleared.

How do I add Inventory items to an order?

Tap on either Add Custom Item (if not in your inventory) or Add Inventory Item. Then either create a custom item or tap on the inventory items you want to add. Quantities for an inventory item can be changed by tapping the three dots to the right of the price. Then tap Add to Order.

inventory mode

I added an item to inventory and set it up with a variable price. However, I do not see that item when I pull up inventory within the app.

The app currently does not support variable priced or per unit priced items. You will need to change it to Fixed price in order to see and select it within the Clover Go app.

I have a huge inventory, how can I quickly find the item(s) I want to select?

You can either use the search function by tapping the magnifying glass icon and then typing in your search OR You can switch to categories mode by tapping the three bar icon.

NOTE

Categories can be assigned to an item in the Inventory App on the Web Dashboard.

Find Inventory items Clover Go
When I enter a manual transaction and need to clear the contents I can clear the expiration date, but why is the card number is not clearing when I tap the back button?

Because the card number is a separate field, you need to tap on the card number field before you can clear the card number.

I tapped the credit card number, but now I want to go back and change the expiration date. How do I do that?

You have to delete 1 character of the card number then add it back in and it will take you to the next field.

I was entering my credit card number manually but the app did not let me enter the complete number. After a certain digit, it jumped to the expiration date field. What do I do?

There are some cases where this can happen. To correct, please tap on the card number field and it will allow you to go back and complete entering the digits. In rare cases where it does not, the card reader should be used, if possible.

I manually entered the card number, why doĀ the digits display in red?

This is an indication that the card number entered may not be valid. Please go back and re-enter the number to ensure that all digits were entered correctly.

I manually entered the card number, why doĀ the digits display in red?

This is an indication that the card number entered may not be valid. Please go back and re-enter the number to ensure that all digits were entered correctly.

After I tap ā€œAuthorizeā€, why am I getting an error message notifying me of an Address Verification?

This message is alerting you to the fact that the postal code or street address did not match. It is up to you whether you want to tap continue to process the transaction or cancel it and re-try the transaction or ask for a different form of payment.

Manual Transaction Clover Go

How can I allow my sales team to take payments on my behalf?Ā Ā Can I add them as users on my account?Ā #

Login to your web dashboard at www.clover.com and select the Employees app.Ā Ā First Name and email address are required.Ā Ā All other fields are optional.Ā Ā Each employee added will receive an email from Clover with a link to verify their email and create a password.Ā Ā They will need to do that before they can activate the app.Ā Ā However, you will need to provide them with the instructions they need to download the app.Ā Ā You will also need to provide them with a card reader.

I entered a Transaction Memo on the payment screen, where can I see it?Ā #

You will see it on the report that you can export from clover.com/orders, but only if Notes is turned on.Ā Ā To do that, go to www.clover.com, click Setup app > Orders and ensure the ā€œAllow Notes on Ordersā€¦ā€ box is checked.

If I accept a check as a payment option, do I still need to deposit that check?

Yes. The check feature is a recording-only feature at this time.

Is there a place where I can enter the check #?

We do not have a separate field at this time, but you can use the memo field for that purpose.

Can I control which payment options are displayed in the app? For example, if I do not want my employees to have the ability to record cash transactions, can I suppress that tender type?

Yes. The Admin can log into their Web Dashboard at www.clover.com, clickĀ Setup app, select ā€œPaymentsā€ and select or deselect ā€œcheckā€ or ā€œcashā€ as a tender type.

NOTE

Not all tender types apply to Clover Go only users at this time.

I unchecked ā€œShow in Registerā€ for an item, why does the item still display in the app inventory?

That feature of the Inventory app is not currently supported.

I added modifier groups/variants/options to an item, so why donā€™t they display in the app?

That feature of the Inventory app is not currently supported.

I added a signature option in the Payments section of setup, but why did it not reflect in the app?

Not all features of the Clover Dashboard are available to Clover Go-only merchants and this is one such feature.

I set up a service charge option in the Payments section of setup, but why did it not reflect in the app?

Not all features of the Clover Dashboard are available to Clover Go-only merchants and this is one such feature.

I enabled the cash back option in the Payments section of setup, but why did it not reflect in the app?

Not all features of the Clover Dashboard are available to Clover Go-only merchants and this is one such feature.

When I tap an item to add it to the order the app crashes. How do I fix this?

Make sure the region setting in the device is set to United States. You can have any language setting you want, but the region must be set to the U.S.

 

Reference Site:Ā https://help.clover.com/faq/clover-go-payments-faqs/

CLOVER GO QUICK START FAQS2022-03-13T21:00:09+04:00
Where canĀ I find the Clover Go app?Ā #

For iOS users, search for ā€œClover Goā€ in the Apple App Store and download the app.Ā 

For Android users, search for ā€œClover Goā€ inĀ the Google Play Store and download the app.

What can I expect after I sign up for my merchant account and what do I need to do to start taking payments?Ā #

Once you sign up, you will receive 2 Welcome Emails and have the Clover Go reader shipped to you.Ā  You will need to:

  1. Create a password: Click on the link in the Welcome Email with the subject line of ā€œWelcome ā€“ Clover setup informationā€ to establish your credentials (login & password).

    NOTE

    If you did not receive this email or cannot find it, go toĀ www.clover.com, clickĀ LOG IN, then clickĀ Forgot password?Ā and follow the instructions. Boarding of the merchant account must be completed first to do this.

  2. Configure your options: When you are logged in toĀ www.clover.com, use theĀ SetupĀ appĀ Ā to configure options such as whether you want the Tip screen to be present, whether you want to use the app to track cash and check transactions, and more
  3. Download the app: Click on the link in step 3 of the other welcome email or go to the App Store or Google Play store to download the app
  4. Sign into app and activate using your clover.com credentials
    welcome to Clover Go
  5. Take Payments: Follow the prompts to set up your app, and then you can start taking payments (screenshots and videos below)
    Setup Clover Go

iOS New User Walkthrough Video

Android New User Walkthrough Video

iOS New User Walkthrough Video for Terminal Plan Merchants

Android New User Walkthrough Video for Terminal Plan Merchants

 

Reference Site:Ā https://help.clover.com/faq/clover-go-quick-start/

CLOVER GO RECEIPT FAQS2022-03-13T20:59:23+04:00
When I enter a manual transaction, and need to clear the contents. I can clear the expiration date, but why is the card number not clearing when I tap the back button?

The card number is a separate field, so you will need to tap on the card number field before you can clear the card number.

I entered a Transaction Memo on the payment screen, so why do I not see it on my receipt?

The memo does not print on the receipt. If you want a description printed on the receipt, please use the item description field. The transaction memo does, however, appear on the transaction report. You can view this by logging into the Web Dashboard at www.clover.com and accessing the Orders app.

I entered a Transaction Memo on the payment screen. Where can I see it?

You will see it on the report that you can export from www.clover.com/orders, but only if Notes is turned on. To do that, log into your Web Dashboard at www.clover.com, click Setup app > Orders and check ā€œAllow Notes on Ordersā€.

How do I send a customer a receipt?

After the transaction is completed, you can tap ā€œSend Receiptā€ then enter a mobile number and/or email address then tap ā€œSendā€.

How do I resend a receipt?

Open the Settings drawer and select Transaction History. Tap the transaction you want to resend the receipt for and you will that an option to do so. You can also tap the printer icon to print a copy if you have access to an AirPrint or Google Print enabled printer and it is within range.

Can I set up Clover Go to automatically send a copy of the receipt to a specified email address or mobile phone number?

Yes. In the Settings Drawer tap Settings, then ā€œCarbon Copy Receiptsā€. You can add up to three email addresses and three text numbers and have a copy of the receipt sent to them automatically any time a any Employee under this account (regardless of role) processes a sale or a refund.

Can I print a copy of the receipt?

Yes. If you have access to a Google Print or Air Print enabled printer and it is in range, you can tap on the icon in the upper right corner on the confirmation screen or the transaction history screen to access that capability.
Note: For Android the OS must be 4.4 or higher for Google Print to work in the app.

I canā€™t get Google Print or AirPrint to work. What do I do?

You need to contact tech support at Google or Apple for help.

Who can add, change or delete recipient information for carbon copy receipts?

Only a user with Admin rights will be able to add, change or delete recipient information for carbon copy receipts. Anyone with an Employee or Manager role will be able to see where carbon copies go, but will not be able to modify.

Can I limit when carbon copy receipts are sent or which employees they are send from?

No. Carbon copy receipts are at the account level. Copies of receipts will be sent to the designated addresses and/or mobile phone numbers for every Sale and Refund made by every Employee, regardless of role, set up under that account.

If I set up users to receive carbon copies of my receipts, will they only go out when I send a receipt to my customer?

No. If you set up users to receive carbon copies of receipts, they will always receive a copy regardless of whether you send a copy to your customer.

If I set up users to receive carbon copies of my receipts, will they also receive a copy when I resend a copy of the receipt?

No. Users designated to receive carbon copies of receipts will receive them only upon completion of a sale or refund.

I am in Quick Mode and entered an item description. Why does the receipt just shows the word ā€œitemā€ instead of the description that I entered?

Please enter the item description and tap ā€œdoneā€ first, then enter the amount and tap ā€œcheckoutā€.

Reference Site:Ā https://help.clover.com/faq/clover-go-receipt-faqs/

CLOVER GO REFUNDS FAQS2022-03-13T20:58:36+04:00
How can I issue a refund?Ā #

Open the settings drawer and select Transaction History.Ā Ā Tap the transaction you want to refund and, if you are an Admin or Owner, you will see an option to issue a refund or resend the receipt.

Can I issue a refund to a different card than the one my customer used to purchase the item?Ā #

No.Ā Ā Refunds will only go back to the card used to purchase the item.

I am usually able to refund each item in my order.Ā Ā But, for some reason this time I am only able to refund specific amounts.Ā Ā Do you know why that would happen?Ā #

Most likely, your customer used a prepaid card to pay for the original transaction and a single card does not have sufficient funds to cover the entire amount and additional payment was required.Ā  In that case, you can only refund the amount charged to each card.

Can I use Quick Refund to refund transactions done in Inventory Mode?

No. It can only be used for Quick Mode transactions.

Reference Site:Ā https://help.clover.com/faq/clover-go-refunds-faqs/

CLOVER MONTHLY SERVICE PLAN2022-03-13T20:57:56+04:00

With Clover Mini, Flex, Station 2018 and new Pro youā€™ll get to choose which monthly plan makes the most sense for your business. Since everyoneā€™s different, Clover allows you to select the plan that works best for you. Ā The remaining monthly fees, below, are charged by CloverĀ directlyĀ and billed to the bank account on file. Read about each plan, below.

Payments Plus ā€“ $4.95 per device/month

TheĀ Payments Plus plan is the most basic Clover plan, but carries no additional monthly fees. With the Payments Plus plan, youā€™ll get:

  • Cloud-based payments
  • Employee Management for clocking in/out
  • Customer Management (save profiles, purchase data, etc)
  • AcceptĀ allĀ forms of paymentĀ (Chip+PIN,Ā Apple Pay,Ā EBT)
  • Allows for Open Tabs
  • Allows for discount-based rewards
  • Limited access to the CloverĀ App Market

The Payments Plus plan is a great way to get to knowĀ Clover. If you donā€™t have the need to track inventory or utilize many third-party apps, then this could be a great solution for you. And remember, Clover makes it easy to switch plans whenever youā€™d like!

Register Lite Plan ā€“ $9.95 per device/month

Register Lite is a Clover plan that offers a small taste of what the actual Register Plan can do. Itā€™s commonly known as a ā€œcash register replacementā€. It has the same features as the Payments Plus plan (above) but also includes:

  • More advanced Order Management ā€“ you can create, save, and refund specific orders
  • You can also assign item categories, numbers, and notes to specific orders for easier tracking
  • Inventory management to allow you to manage simple items and track the stock levels of your current inventory
  • Deeper access to the third-partyĀ App MarketĀ for Clover apps ā€“ apps that integrate with items/orders are allowed
  • You can tether a customer-facing display, if desired
  • Tax calculation can be set at a per-item level
  • Rewards can be set at a per-item level

Unless you have the need to integrate with kitchen printers or access specific upper-level apps, this plan works perfectly for most retailers.

Register Plan ā€“ $39.95 first device/month & $9.95 per additional device

The Register plan is the most commonly used Clover plan, and allows access to all Register Lite Bundle + More. This would be best for Retail locations or QSR that donā€™t need the option for Kitchen Printers.

  • Inventory items can have costs associated with them, to track over time
  • Item exchanges are built-in
  • You can create specific ā€œtypesā€ of orders, and combine multiple orders (great for restaurants)
  • Weight Scale support
  • Item Variants
  • Full access to theĀ App Market

Counter Service Restaurant Plan ā€“ $39.95 first device/month & $9.95 per additional device

The Counter Service Plan would be the ideal fit for a setting of a Quick Service Restaurant or businesses that have a line at the Point of Sale. This offers the business additional features to help run and maintain their business as they see fit. This come with additional features such as:

  • Kitchen Printer & Display Integrations to help ticket times
  • No longer has Item variants but upgraded to FULL Menu Management
  • Pre-Auth capability ā€“ GREAT for bars/restaurants

Table Service Restaurant ā€“ $69.95 first device/month & $9.95 per additional device.Ā 

The Table Service Restaurant is the most popular plan offered and will only get better with time. This Plan offers everything stated previously AND MORE! This will be mostly used for Food Industry business that require the whole package. This will offer FULL Menu Management, FULL Kitchen Printer and Display Integrations, Item Modifiers and more below:

  • Multiple Bill Splitting Options
    • With and without Tabs
  • Table Mapping through the Clover Dining App
    • Offers ability to Virtually recreate your entire establishment for easy table orders
  • Tableside order, fire, and payments
  • NEW Scan to Pay
    • ApplePay transactions through Barcode on receipts

 

If you have any questions, please refer to the SaaS Plans & Features display below.

 

 

 

SaaS_Plans.png

 

 

CLOVER TRANSACTIONS REPORT FAQS2022-03-13T20:57:02+04:00

How do I view my past transactions?

Open the Settings Drawer and tap ā€œTransaction Historyā€. You can tap on an individual transaction to look at a copy of the receipt. The Transaction History can also be accessed via the Transactions app in the Web Dashboard.

past transactions

Why do I only see the last seven days of transactions in the Transaction History?

The display defaults to the last seven days. You can change the date range by tapping the Filter icon or the word ā€œrefineā€ (depending on device) in the upper right corner. You can enter a date range and/or choose the sort order, then tap ā€œApplyā€ to get a different view.

last 7

 

Reference Site:Ā https://help.clover.com/faq/clover-transactions-report-faqs/

CLOVER WARRANTY2022-03-13T20:55:57+04:00

Whatā€™s Eligible for a Swap? Big Devices.

Clover is provided directly by First Data, and as such, they have specific warranty information based on each product.Ā AllĀ main Clover devices (Station, Mini, and Mobile)Ā are covered by a one-year, full swap-out warranty. Basically, if any of your main Clover hardware devices become defective due to manufacturer/hardware based issues, your unit will be swapped out free of charge.

Please note ā€“ this swap out is forĀ defective devices only! Just like with your cell phone or any other electronic device you purchase, ifĀ you drop a device or break it in some other way, thatā€™ll be your responsibility to replace as the device owner.

 

Replacements for DOA (Dead on Arrival) Devices

Naturally, if you receive a Clover product that arrives in a non-functional state, that will be replaced quickly and free of charge! This applies toĀ all Clover products, including the Clover Go product line and all Clover accessories. Youā€™re guaranteed to have a fully functional device when it arrives, and itā€™ll be replaced if not.

However, Clover Go units and ancillary devices (such as printers/cash drawers) areĀ not warrantied. Should these devices break, itā€™ll be your responsibility to replace them down the line.

 

Buyerā€™s Remorse Policy

Deploying a Clover system is a big task on our side, and carries several costs.Ā As such, we highly recommend ensuring that you determine Clover is perfect for you before getting started! However, should you sign up for Clover and later determine it wonā€™t meet your needs, there is a way out.

Clover allows for aĀ 30 day Buyerā€™s Remorse policy. If you find within 30 days of deployment that Clover isnā€™t a great fit, you can return your devices for a refund of the purchase price, minus aĀ $250 fee. Should you have any questions about how this works, please reach out and ask.

DO CLOVER MOBILE AND CLOVER MINI CONNECT TO A CASH DRAWER?2022-03-13T20:55:10+04:00

Clover Station and Clover Mini (if on the Pro Service Plan) can be connected to and use the cash drawer via theĀ RJ-11 6P6C cable.

Clover Mobile is designed to be mobile and is not designed to connect with a cash drawer via Bluetooth or other means.

The cash drawer is meant to be connected to one Clover device at a time (for the purposes of cash log tracking) but it can be opened at anytime with a cash drawer key.

 

Reference Site:Ā https://help.clover.com/faq/do-clover-mobile-and-clover-mini-connect-to-a-cash-drawer/

DOES CLOVER INTEGRATE WITH E-COMMERCE2022-03-13T20:54:32+04:00

Our third party apps E-commerce solutions for you, including:

 

Reference Site:Ā https://help.clover.com/faq/does-clover-integrate-with-e-commerce/

DOES CLOVER MINI HAVE A DIAL-UP OPTION?2022-03-13T20:53:53+04:00

Clover Mini does NOT have a dial-up option. Clover Mini DOESĀ have an option to connect to anĀ Ethernet cord and connect to a cash drawer via aĀ RJ-11 6P6C cable.

Clover Mini Hub

Hub Ports

Reference Site:Ā https://help.clover.com/faq/does-clover-mini-have-a-dial-up-option/

DOES CLOVER SUPPORT EBT?2022-03-13T20:52:27+04:00

Yes.Ā Currently, we support the following forĀ EBT (Electronic Benefit Transfer)Ā cards:

  • Type of EBT: Cash Benefit, SNAP Food Benefit
  • Card type: Magnetic stripe, manual card entry
  • Ability to take a sale
  • Ability to withdraw
  • Cashback
  • Balance inquiry
  • Voids (within 25 minutes)

Learn aboutĀ using the EBT app.

In the future, we will also support:

  • Card type: EMV (chip cards)

 

Reference Site:Ā https://help.clover.com/faq/does-clover-support-ebt/

DOES CLOVER SUPPORT LAYAWAY?2022-03-13T20:51:42+04:00

Clover does not currently support layaway directly on RegisterĀ appĀ register-app-icon. Third party apps may support layaway in the future.

DOES CLOVER SUPPORT TELECHECK?2022-03-13T20:50:44+04:00

First Data has launched aĀ Telecheck appĀ on the Clover platform. Once theĀ Telecheck appĀ has been downloaded and installed on your Clover device, you can start accepting payments in Telecheck.

 

Reference Site:Ā https://help.clover.com/faq/does-clover-support-telecheck/

DOES THE CLOVER MOBILE AND CLOVER MINI CONNECT TO A KITCHEN PRINTER?2022-03-13T20:50:01+04:00

Yes. Just like Clover Station, a Clover Mobile and Clover Mini can connect to aĀ Kitchen PrinterĀ as long as the devices are all on the same LAN (local area network).

NOTE

If you are on theĀ FD2000 Plan, you will not have any orders to send to a Kitchen Printer (or anyĀ Order printer) because you will be taking transactions instead of orders. Please upgrade to theĀ Pro Service Plan if you would like to send orders to a Kitchen Printer.

DOWNLOADING MARKETPLACE APPS2022-03-13T20:41:39+04:00

Apps to help your Business Succeed

Clover allows full access to their app store, so that you can get the additional tools you need to run your business like a pro. Download apps made by Clover, or apps that have been created by third-party developers to help you integrate with outside services. Popular apps include:

  • Bar Tab AuthsĀ ā€“ Easily open and view bar tab authorizations so that you can manage the bar and quickly open/close tabs.
  • Happy HourĀ ā€“ Create custom definitions of happy hours with percentage or dollar-value discounts that apply to certain product types and in certain time-frames.
  • MailChimpĀ ā€“ Automatically sync new customer email addresses with your MailChimp subscription lists, so you can stay in touch with your customers.

Explore Apps by clicking here!

HOW CAN I BE SURE THAT CUSTOMERS CAN NOT ACCESS OTHER APPS ON CLOVER MINI WHEN ITā€™S USED AS A CUSTOMER-FACING DEVICE?2022-03-13T20:40:55+04:00

When customers are using theĀ Clover Mini as customer-facing device, the Clover Mini isĀ placed into customer mode.

Ensure that a PIN is required when leaving customer mode by verifying that REQUIRE PIN ON EXIT is turned ON in the bottom bar. This will require an employee PIN to return the Clover Mini device to merchant-facing mode.

Reference Site:Ā https://help.clover.com/faq/how-can-i-be-sure-that-customers-can-not-access-other-apps-on-clover-mini-when-its-used-as-a-customer-facing-device/

HOW DO I CHANGE MY BATCH CLOSEOUT TIME2022-03-13T20:40:12+04:00

If you are on autoclose and you would like to change your batch closeout time, pleaseĀ contact customer supportĀ with your new closeout time request.

 

Reference Site:Ā https://help.clover.com/faq/how-do-i-change-my-batch-closeout-time/

HOW DO I CUSTOMIZE CLOVER FOR MY BUSINESS?2022-03-13T20:39:33+04:00

Clover for any Business Type

Clover is designed to be customized for every type of business. Clover has easy step-by-step instructions for three major business types:

  • Full Service (Sit Down) Restaurants: Customize Clover to show tables and servers, and adjust your tips at the end of every night. Easily run server reports, tip reports, or table reports. Keep multiple orders open simultaneously, and easily manage open bar tabs/authorizations.
  • Quick Service (Fast Food) Restaurants: Clover helps speed up your long lines by allowing you to remove the need for signatures on small sales. Quickly create inventory categories and items, and apply variants/modifiers with ease. The front-facing camera allows you to quickly scan barcodes on receipts so that you can call up past orders as fast as you can place the receipt in front of the camera!
  • Retail/Service Merchants: Easily create in-depth inventory items, and easily manage ongoing discounts. Keep track of your customers and their purchases, and allow customers to opt-in to email marketing campaigns. Easily download Marketplace Apps so that you can further customize your business with Happy Hour discounts and other advanced features.

Click here toĀ start setting up your Clover POS!

HOW DO I ENABLE TEST MODE ON MY CLOVER MINI OR CLOVER MOBILE?2022-03-13T20:38:34+04:00

With the introduction of taking EMV transactions on the devices themselves, there will NOTĀ be anyĀ Test Mode available onĀ our Clover Mobile and Clover MiniĀ devices.

If youĀ would like to run a test transaction the devices, please run a small (i.e. $1.00) transaction withinĀ SaleĀ Sale app iconĀ app and refund the amount right afterwards.

 

Reference Site:Ā https://help.clover.com/faq/how-do-i-enable-test-mode-on-my-clover-mini-or-clover-mobile/

HOW DO I IMPORT/EDIT MY INVENTORY ITEMS?2022-03-13T20:37:47+04:00

To import/edit your inventory items, youā€™ll need to use your Clover credentials and login to theĀ Web Dashboard. Once logged in, youā€™ll want toĀ follow the instructions on this pageĀ to download a template for your inventory items, which you can then fill-out and re-import. The basic steps are:

  • Download the template from the Web Dashboard.
  • Fill out the template with your inventory details, which will include item names, prices, and any other data such as tax rate, cost, and barcodes that you wish to include.
  • Youā€™ll have the option to create modifiers and variants, as well as product categories.
  • After completion, youā€™ll import your list back into Clover using the Web Dashboard.
  • After saving, all imported inventory items will immediately appear on all Clover devices!
HOW DO I SHOW MY WEIGHT SCALE DEVICE IS CERTIFIED?2022-03-13T20:37:06+04:00

The Clover Station and Clover Mini are certified by the National Type Evaluation Program (NTEP). You can see the first page of the Certificate of Conformance below, and the full certificateĀ here.

To show that your device is certified, a sticker containing the certification number and information on devices that were certified is included in the box containing your weight scale device. Place this sticker on the bottom of your Clover Station or Clover Mini.

If you do not have a sticker, you can see certification information on your Clover device.

NOTE

Cloverā€™s NTEP scale certification will not expire.

To see scale certification information on a Clover device:

  1. OpenĀ HelpĀ appĀ 
  2. Tap the top-left menu button
  3. TapĀ Diagnostics
  4. TapĀ Scale Certification InformationĀ to see your Clover deviceā€™s certification information
Reference Site:Ā https://help.clover.com/faq/how-do-i-show-my-weight-scale-device-is-certified/Ā 
HOW MANY CLOVER MOBILE DEVICES CAN BE PAIRED WITH CLOVER MOBILE PRINTERS?2022-03-13T20:35:59+04:00

A Clover Mobile device can be paired with up to oneĀ Clover Mobile Printer at a time.

A Clover Mobile Printer can be paired with up to 6Ā Clover Mobile devices at a time.

IF A CUSTOMER PRINTS A RECEIPT FROM A TETHERED CLOVER MINI, WHICH DEVICE WILL PRINT OUT THE RECEIPT?2022-03-13T20:35:16+04:00

If a customer-facing Clover Mini is tethered to a merchant-facing Clover Mini or a merchant-facing Clover Station and a customer or merchant selects the option to print out the customer receipt, the merchant-facing Clover device will print out the receipt. The merchant can then take the receipt and hand it to the customer.

 

Reference Site:Ā https://help.clover.com/faq/if-a-customer-prints-a-receipt-from-a-tethered-clover-mini-which-device-will-print-out-the-receipt/

IF GUEST 1 STAYS AND GUEST 2 LEAVES, HOW CAN I ALLOW GUEST 1 TO CONTINUE ADDING ITEMS TO THEIR ORDER WHILE TAKING PAYMENT FROM GUEST 2 (TABLES APP)?2022-03-13T20:34:32+04:00
  1. View theĀ order inĀ TablesĀ appĀ Tables App Icon
  2. TapĀ Leave TableĀ next to Guest 2, who is leaving
  3. TapĀ Pay for Items
  4. TapĀ PayĀ to confirm that whole table items will be left for the table to pay
  5. Complete Guest 2ā€™s payment
  6. Guest 1 can continue to add items to their order

NOTE

If you tapĀ Pay for ItemsĀ orĀ PayĀ before tappingĀ Leave Table, Guest 2 can still pay for their items but no further items may be added for any guest at this table.

 

Reference Site:Ā https://help.clover.com/faq/if-guest-1-stays-and-guest-2-leaves-how-can-i-allow-guest-1-to-continue-adding-items-to-their-order-while-taking-payment-from-guest-2-tables-app/

IF MY DEVICE IS TAMPERED, CAN I STILL TAKE TRANSACTIONS?2022-03-13T20:33:38+04:00
If your Clover device tampers, youĀ will be still able to accept the majority EMV payments since most transactions are chip + signature or have a signature option.Ā YouĀ will not be able to accept any payment type that requires a cardholder to enter a PIN, such as PIN debit and EBT.
You do not have to continue taking payments on tampered devices. If you prefer to wait for a replacement to arrive, you can do so.Ā However, if the youĀ suspect that your Clover device has been physically tampered or disassembled, youĀ should not use it to take payments.
IS AN INTERNET CONNECTION REQUIRED TO USE A CLOVER DEVICE?2022-03-13T20:32:47+04:00

You can only process card transactions offline for seven (7) consecutive days. After seven (7) consecutive days offline, your Clover device will disallow card transactions.

You will need to be connected to the internet in order to activate your Clover device.

After activation, your Clover device will be able to function and take transactions while offline (assuming that itā€™s connected to a power source). However, we recommend that you have a strongĀ connection to the internet at all times because:

  • If you take debit or credit card transactions offline, then we willĀ authenticate the cards only after the device is re-connected to the internet.
  • Your debit or creditĀ cardĀ transactions will not beĀ closed out until theyā€™ve had a chance to sync to the internet.
  • Any updates you make on your offline Clover device will not sync to any other Clover device or to your Web Dashboard until the device is reconnected to the internet and vice versa.
  • Offline devices will not receive the latest app updates.
  • Offline devices will not be able to access certain apps, like the App Market, Card Transactions app, Reporting app, etc.

After activation you donā€™t absolutely need to have an internet connection (if you are only running cash and check transactions), but without a connection to the internetĀ you wonā€™tĀ be able to useĀ your Web Dashboard and other powerful Clover features.

Reference Site:Ā https://help.clover.com/faq/is-an-internet-connection-required-to-use-a-clover-device/

IS THIS APP AVAILABLE ON MY CLOVER DEVICE?2022-03-13T20:30:50+04:00

Not all Clover apps or third party apps are available across all of the Clover devices. Some apps are designed specifically for certain devices and some apps are expanding to more devices. To check a particular appā€™s availability on your Clover device, please do the following:

  1. Go to clover.com/appmarket or on your Clover device, click onĀ App MarketĀ App Market icon
  2. Click on the app of interest
  3. Under the app name,Ā the availability across the different Clover devices will be listed after,Ā ā€œAvailable on:ā€

Reference Site:Ā https://help.clover.com/faq/is-this-app-available-on-my-clover-device/

PRINTER PAPER SIZES2022-03-13T20:30:06+04:00

TheĀ Clover Station PrinterĀ takesĀ 3 1/8ā€ X 230ā€™ thermal paper rolls.

Clover Mini and Clover Mobile takeĀ 2 1/4ā€³ x 85ā€² thermal paper rollsĀ (also used by the FD130 terminal).

The Star SP700 Kitchen Printer (also commonly referred to as the ā€˜impact printerā€™) takesĀ 3ā€ X 150ā€™ paper rolls, which can be purchased through your merchant services provider or other retailers.

These printer rollsĀ can be purchased through your merchant services provider or other retailers.

Reference Site:Ā https://help.clover.com/faq/printer-paper-sizes/

SETTING UP CLOVER2022-03-13T20:29:07+04:00

Clover Mini

Click to view a Step-by-Step Activation Guide, or watch the below video for a quick introduction on how to easily get your Clover Mini system ready to go.

 

Clover Mobile

Click to view a Step-by-Step Activation Guide, orĀ watch the below video for a quick introduction on how to easily get your Clover Mobile ready to go.

 

Clover Station

Click to view a Step-by-Step Activation Guide, orĀ watch the below video for a quick introduction on how to easily get your Clover Station ready to go.

THIRD PARTY APPS FAQ2022-03-13T20:28:15+04:00

You may have recently noticed an influx ofĀ thirdĀ party apps. Currently we have a handful, with many more to come. Here are some common frequently asked questions.

 

What does it mean if an app is a thirdĀ party app?

Think about Appleā€™s iPhone, which is a platform for many apps. While Apple makes a good number of their own apps, many non-Apple developers also make apps that are available in the iPhoneā€™s App Store.

Similarly, Clover has not only apps built by Clover engineers, but itā€™s also a platform for apps built by other developers, available in theĀ App MarketĀ App Market icon.

 

How can you tell if an app is a Clover app or a thirdĀ party app?

If you go into theĀ App MarketĀ App Market icon, you will see the apps that are available and installed. Underneath each app name is the company that made the app as well as the price of that app. So, if the app is not made ā€œby Cloverā€, then it is a thirdĀ party app.

 

Is Clover responsible for the functionality of aĀ thirdĀ party app?

Since third party apps are owned and managed by non-Clover employees, if there is something wrong with a third party app, please contact the developers directly to get the latest updates on the status of their app. Their contact info is listed in theĀ App MarketĀ App Market iconĀ under the appā€™sĀ Details.

 

Reference Site:Ā https://help.clover.com/faq/3rd-party-apps-faq/

WHAT ARE CLOVER MINI PRODUCT SPECIFICATIONS?2022-03-13T20:27:05+04:00
WHAT ARE CLOVER MOBILE PRODUCT SPECIFICATIONS?2022-03-13T20:25:36+04:00

Clover Mobile Specifications

Reference Site:Ā https://help.clover.com/faq/what-are-clover-mobile-product-specifications/

WHAT ARE EACH OF THE SECTIONS IN CLOVER DASHBOARDā€™S SALES FOR THE DAY2022-03-13T20:24:18+04:00

On iPhone and Android Phone:

  • Transactions section:Ā Includes gross payments, refunds, net sales, tips collected, and average tip percentage,
  • Batches section:Ā Includes information on each batch (open or closed) associated with the current day.
  • Tender Types:Ā Includes up to 4 tender types. Clover includes default tender types (including Cash, Credit/Debit card, and Check) or youĀ can create new tender types in your Web Dashboard. All other transactions will be grouped intoĀ Other.
  • CardĀ Types: Includes up to 4 card types (such asĀ Visa,Ā Mastercard,Ā Discover,Ā American Express, etc.). All other card types are grouped intoĀ Other.
  • Revenue breakdown by employee:Ā Amount of Net Sales per Employee (iPhone only)

On Apple Watch:

  • Sales
  • Compare last week to today
  • Employee Shifts
  • Active Tables
WHAT ARE SOME DIFFERENCES BETWEEN CLOVER STATION AND CLOVER MOBILE / CLOVER MINI?2022-03-13T20:23:20+04:00

Barcode Scanner / Camera

In order to activate the barcode scanner / cameraĀ on Clover Station and Clover Mini, tap the barcode icon on the bottom left of the screen within any app. For Clover Station, the camera is back-facing and located on the left and for Clover Mini, the camera is front-facing and on the top of the screen. In order to activate the barcode scanner / camera on Clover Mobile, press the trigger located on the handle. This will activate the camera and red light on the side of the Clover Mobile handle.Ā Clover MobileĀ also has a front-facing camera located in one of the Clover leaves toward the upper left hand side of the screen. This camera can be activated in the Camera app and potentially other apps going forward.

All cameras across all Clover devices can be used to scan barcodes on physical receipts, scan inventory items, scan QR codes, take pictures, etc. depending on the app used to access the camera.

Cash Drawer

Clover Station and Clover Mini (if on the Pro Service Plan) can be connected to and use the cash drawer via theĀ RJ-11 6P6C cable. Clover Mobile is designed to be mobile and is not designed to connect with a cash drawer via Bluetooth or other means. The cash drawer is meant to be connected to one device at a time (for the purposes of clear cash log tracking) but it can be opened at anytime with a key.

Clover Browser app

Clover Mobile / Clover Mini will not have the Clover Browser app in order to comply with the strict security we need to follow on these new PIN-entry devices.

Factory Reset

Factory resetting on Clover Mobile / Clover Mini will require an employee to enter their PIN.

Network Connectivity

Clover Station will have the option of connecting via Ethernet and Wi-Fi. Clover Mobile and Clover Mini haveĀ two hardware options each:Ā Clover Mobile Wi-Fi or Clover Mobile 3G (3G enabled) and Clover Mini Wi-Fi or Clover Mini 3G (3G enabled). Clover Mobile will have the option of connecting via Wi-Fi and 3G (if Clover Mobile is 3G enabled). Clover Mini will have the option of connectingĀ via Ethernet, Wi-Fi, and 3G (if Clover Mini is 3G enabled).

New Clover Mobile / Clover Mini apps

Clover Station will not (initially) include the following new apps:

  • AuthorizationsĀ appĀ Auth Only app icon
  • Bar Tab AuthsĀ appĀ Bar Tabs app icon
  • CloseoutĀ appCloseout app icon
  • Mobile PrinterĀ appMobile Printer app icon
  • SaleĀ appĀ Sale app icon
  • Phone SaleĀ appĀ Phone Sale app icon
  • RefundĀ appĀ Refund app icon
  • Voice AuthĀ appVoice Auth app icon
  • TransactionsĀ appTransactions app icon
  • WirelessĀ ManagerĀ appWireless Manager app icon

Offline processing

All Clover devices (if they are on the Pro Service Plan) have the ability to take cash, check, and other transaction types that do not require connection to the internet. Clover Station has the ability to process offline card transactions. Clover Mini and Clover Mobile do NOT have the ability to process offline card transactions, because EMV transactions cannot be processed offline.

Pay Screen

Register appā€™s pay screen on Clover Mobile / Clover Mini does not include the CURRENT ORDER pane.

Plans

If you have aĀ Clover Station (and any combination of Clover Mobile or Clover Mini devices), you will automatically be rolled into theĀ Pro Service Plan. All the apps in theĀ App MarketĀ App Market iconĀ will be available to you, as long as they are supported on your Clover device.Ā If you do NOT have a Clover Station and you have Clover Mobile or Clover Mini devices only, you will have the option to enroll in theĀ FD2000 Plan. You can upgrade to the Pro Service Plan at anytime through theĀ App MarketĀ App Market icon.

Rebooting

On Clover Station and Clover Mini, you canĀ swipe down from the upper right hand corner from the device and tap ā€œRebootā€ from the menu that appears in order to reboot the device. On Clover Mobile, you will need to hold the white power button on the back of the device down for 2 seconds, tap ā€œPower offā€ in the popup notification, and hold the same white button on the back of the device to boot the device back up.

Rotation and Merchant-facing vs. Customer-facing Mode

Clover Station has two modes based on its orientation: merchant-facing mode (landscape) vs. customer-facing mode (portrait).Ā The Clover Mobile can be hand-held. As such, Clover Mobile will not automatically switch to customer mode every time the Clover Mobile is in a portrait orientation in particular apps (like Register app). Instead, Register app, Orders app, and other apps will have a ā€œShow Summaryā€ button and customer-facing mode button on the bottom left of the screen which when tapped, will change from merchant-facingĀ to customer-facing mode.Ā Clover Mini will be fixed to landscape orientation and will similarly have a ā€œShow Summaryā€ button and customer-facing mode buttons on the bottom left of the screen.

Settings app

The Settings icon is different between Clover Mobile / Clover Mini (cog) and Station (sliders)

Setup Wizard

For Clover Mobile and Clover Mini, we will ask some configuring settings questions.

Test Mode

With the introduction of taking EMV transactions on the devices themselves, there will NOTĀ be anyĀ Test Mode available onĀ our Clover Mobile and Clover MiniĀ devices. If youĀ would like to run a test transaction the devices, please run a small (i.e. $1.00) transaction withinĀ SaleĀ Sale app iconĀ app and refund the amount right afterwards.

Unlock Feature

For terminal parity, Clover Mobile / Clover Miniā€™s lock screen will support an UnlockĀ button with no PIN entry if the merchant sets a ā€œDefault Employeeā€ in Clover Mobile / Clover Miniā€™s setup. (If the merchant has a Clover Station and has this option selected, the Clover Station will not support the unlock feature for the time being.)

 

Reference Site:Ā https://help.clover.com/faq/what-are-some-differences-between-clover-station-and-clover-mobile-mini/

WHAT ARE SOME GUIDELINES AROUND EBT?2022-03-13T20:22:25+04:00
  1. Retailer must comply with the provisions of the Retailer Agreement and with the US Department of Agrigulcture Food and Nutrition Service FNS Food Stamp Program Guidelines.
  2. Retailers are not allowed to set a minimum dollar amount for anĀ EBT (Electronic Benefit Transfer)Ā transaction.
  3. Cardholder must enter theirĀ own PIN. Under no circumstances may a retailer or a retailerā€™s employee enter a cardholderā€™s PIN.
  4. The retailer must give the cardholder a printed receipt for each transaction. When a paper voucher is used, the cardholder must be given a copy of the voucher.
  5. Retailers must submit all EBT transactions on-line. Paper vouchers must be keyed into the terminal by a Voucher Clear transaction (Sale or Refund) within 10 days.
  6. Refunds made to Cash Accounts must be given in cash or store credit. There is no electronic transaction to issue a refund to a Cash Account.
  7. Refunds given to Food Stamp accounts must be given as a credit to the cardholderā€™s account.

Reference Site:Ā https://help.clover.com/faq/what-are-some-guidelines-around-ebt/

WHAT IS REGISTER LITE PLAN?2022-03-13T20:20:45+04:00

Register Lite PlanĀ is one of the Clover Service Plans, which also include Payments Plus Plan (formerly called Terminal Plan) and Register Plan. These plans are available for merchant accounts that do not include a Clover Station. Accounts with Clover Stations are automatically assigned to Classic Plan.

Register Lite Plan provides simple inventory and order management for businesses that want the functionality of an electronic cash register and a payment terminal in a single device.Ā It allows you to take payments, track inventory, manage employees, send marketing campaigns, and monitor your business from anywhere.

NOTE

Register Lite will be available for merchant accounts that do not include a Clover Station; in other words, that only have Clover Mini(s) and/or Clover Mobile(s). Accounts with Clover Station are automatically assigned to Classic Plan.

See below for instructions on how to switch plans and an overview of all three Clover Service Plans.

Clover Service Plans

Payments Plus (formerly Terminal) Register Lite Register 

(calledĀ Classic, for accounts with Clover Stations)

Overview Smart, cloud-based payments, employee and customer management, in one device All Payments Plus features, plus simple inventory and order management in one device; cash register replacement All Payments Plus and Register Lite features, plus full-featured POS with enhanced inventory and order management
Payments ā€” accepts all forms

āœ“

āœ“

āœ“

Employee management

āœ“

āœ“

āœ“

Customer Engagement

āœ“

āœ“

āœ“

Inventory Management

āœ“

Basic

Simple items

Stock tracking

āœ“

Enhanced

Items with modifiers and variants

Track cost

Exchange items

Order Management

āœ“

Basic

Create, save, and refund orders

Item categories

Assign numbers and add notes to orders

āœ“

Enhanced

Order types

Combine multiple orders

Additional Features Open tabs 

Discount-based rewards

Limited access to Clover App Market

All additional features for Payments Plus, plusā€¦ 

Connect to customer facing display (tethered) Item level discounts

Item level tax calculations

Item level rewards

Access to Clover App Market apps integrated with items & orders

All additional features for Payments Plus and Register Lite, plusā€¦ 

Remote order (kitchen) printing Kitchen order display

Support for larger 11.6ā€ touch screen

Weight scale support

Full access to CloverĀ App Market

To change your service plan:

  1. OpenĀ App MarketĀ 
  2. Tap the menu button on the upper left
  3. TapĀ Service Plans
  4. Your current plan will be highlighted in green
  5. TapĀ AuthorizeĀ for the service plan you want to switch to
  6. Confirm plan switch
  7. After completing, tap theĀ Windowed ViewĀ icon at the bottom of the screen, then hold and swipe downwards on each window to close the open apps

 

Reference Site:Ā https://help.clover.com/faq/what-is-register-lite-plan/

WHAT IS SMS TWO-FACTOR AUTHENTICATION & WHY IS IT IMPORTANT FOR LOGGING INTO MY CLOVER WEB DASHBOARD2022-03-13T20:19:01+04:00

SMS Two-Factor Authentication is a security measure clover.com uses to better protect your merchant information and ensure that only the people you choose to give access to your businessā€™ web dashboard can access it.

After you enable this feature, you will need both your password and your phone to log in to your account. When you log in toĀ yourĀ Web DashboardĀ you will receive a text message with a login code.

IMPORTANT

We strongly recommend all merchants use two-factor authentication to secure their business, transaction, employee, and customer information.

 

Reference Site:Ā https://help.clover.com/faq/what-is-sms-two-factor-authentication-why-is-it-important-for-logging-into-my-clover-web-dashboard/

WHAT IS THE CONTACTLESS TRANSACTION LIMIT?2022-03-13T20:18:04+04:00

We increased the maximum contactless transaction limit from $100.00 to $99,999.99 for FD40, Clover Mini and Clover Mobile devices.

What does this mean? Ā 
  • Your customersĀ will now be able to ā€œtapā€ contactless enabled cards and phones (i.e. Apple Pay) for transactions larger than $100.00.
  • The increase in limit does not mean all transactions will be approved.
  • The device itself will no longer prohibit larger ticket items from being attempted in contactless mode.
  • The transaction will route to the Issuer and ultimately it is their decision on whether or not the transaction will be approved.
When was this changed?
  • Clover Mobile & Clover Mini ā€“ Friday, August 21st.
  • FD40 ā€“ Tuesday, August 25th.
What doĀ youĀ need to do to obtain the update?
  • Clover Mobile & Clover Mini ā€“ Nothing. Your Clover Mobile and Clover Mini devices updateĀ nightly with a reboot.
  • FD40 ā€“ You will need toĀ reboot your CloverĀ Station. This will prompt an update within the PIN PadĀ app and a reboot the FD40. Once the devices reboot, the new updates will be available on yourĀ FD40.
Important Notes: Ā 
  • Your new version of the PIN PadĀ app will not automatically update asĀ your CloverĀ Station will not automatically reboot. If you are still experiencing a limit of $100 on yourĀ FD40, you should reboot your Clover Station.
  • If youĀ do not reboot your CloverĀ Station, you will receive the updateĀ with the releaseĀ of the next version ofĀ PIN PadĀ app.

 

Reference Site:Ā https://help.clover.com/faq/what-is-the-contactless-transaction-limit/

What is the difference between logging in when tapping ā€œUNLOCKā€ vs. entering my PIN?2022-03-13T20:16:59+04:00

If you are logging into your Clover Mobile or Clover Mini by tappingĀ ā€œUNLOCKā€ instead enteringĀ your employee PIN on the lock screen, youĀ will be logging in as aĀ ā€œDefault Employeeā€ who has limited permissions.

If you would like access more robust features such as reporting, refunding, closing out, etc, pleaseĀ log in with an admin orĀ ownerā€™s PIN.

Unlock Screen

 

Reference Site:Ā https://help.clover.com/faq/what-is-the-difference-between-logging-in-when-tapping-unlock-vs-entering-my-pin/

WHAT IS THE DIFFERENCE BETWEEN OPENING A TAB IN TABLES APP VS. OPENING A TAB IN AUTHORIZATIONS APP OR BAR TABS AUTH APP?2022-03-13T18:45:44+04:00

Opening a tab inĀ TablesĀ appĀ Tables App IconĀ involvesĀ opening aĀ Seating Group and potentially swiping a card to add the customerā€™s name to the order. The card is not preauthorized for any amount.

Opening a tab inĀ AuthorizationsĀ appĀ Auth Only app iconĀ orĀ Bar Tabs AuthsĀ appĀ Bar Tabs app iconĀ involves first entering an amount and then swiping a card to preauthorize that amount.

 

Reference Site:Ā https://help.clover.com/faq/what-is-the-difference-between-opening-a-tab-in-tables-app-vs-opening-a-tab-in-authorizations-app-or-bar-tabs-auth-app/

WHAT IS THE MAXIMUM NUMBER OF ITEMS THAT WE CAN ADD TO INVENTORY APP?2022-03-13T18:44:54+04:00

We will now support import, export and usage of 15,000 inventory items, so you can now import and export inventory CSV files up to 15,000 items, 2,000 modifiers, 100 modifier groups, and 100 categories in theĀ Inventory web app. All items, modifiers, categories etc. will sync to their Clover Station and can be used inĀ RegisterĀ appĀ register-app-iconandĀ InventoryĀ appĀ Inventory app icon.

WHAT SHOULD I DO IF I BELIEVE THERE IS A SECURITY ISSUE WITH MY CLOVER DEVICE?2022-03-13T18:44:12+04:00

If there is a security issue with your Clover device, please emailĀ security@clover.comĀ and include a detailed report of how the product is behaving or if any event have occurred that have raised your concerns.

WHAT WILL HAPPEN IF I DISCONNECT MY TETHERED CLOVER MINI?2022-03-13T18:43:43+04:00

If you accidentally disconnect your customer-facing Clover Mini from a tethered Merchant Keypad, a merchant-facing Clove Mini, or Clover Station, your customer-facing Clover Mini will switch into merchant-facing mode and display the PIN login screen.

WHEN A CUSTOMER PAYS WITH APPLE PAY, WHY DONā€™T THE LAST 4 DIGITS ON THE RECEIPT AND CLOVER DEVICE MATCH THE CUSTOMERā€™S CREDIT CARD NUMBER?2022-03-13T18:34:42+04:00

This is not an error. This is because of a security feature from Apple Pay to protect your customerā€™s credit card number. When a customer pays with Apple Pay, it assigns a unique payment token which is saved in their system instead of the customerā€™s credit card number.

This payment token is also used by Clover, which is why the last 4 digits on receipts and the Clover device do not match the last 4 digits of the customerā€™s credit card.

Reference Site:Ā https://help.clover.com/faq/when-a-customer-pays-with-apple-pay-why-dont-the-last-4-digits-match/

WHEN CAN I MANUALLY BATCH OR MANUALLY CLOSE OUT?2022-03-13T17:49:50+04:00

If you have admin access, you can manually close at anytime fromĀ CloseoutĀ appĀ Closeout app iconĀ orĀ OrdersĀ appĀ Orders - App Icon. If you are on autoclose, your autoclose time will still process at its designated time.

 

NOTE

If you are manually closing outĀ CloseoutĀ appĀ Closeout app icon, you will be prompted to enter tips for all transactions without designated tips. If you are manually closing out fromĀ OrdersĀ appĀ Orders - App IconĀ (only available to merchants on Pro plan), you will not need to designate tips for any order.

 

Reference Site:Ā https://help.clover.com/faq/when-can-i-manually-batch-or-manually-close-out/

WHICH BARCODES CAN MY CLOVER DEVICE READ?2022-03-13T17:49:06+04:00
Barcode Format
Clover Station
Clover Mini
Clover Mobile
GSI-128 Yes Yes Yes
Code 39 Yes Yes Yes
Code 128 Yes Yes Yes
UPCa Yes Yes Yes
EAN13 Yes Yes Yes
QR-Code Yes Yes Yes
Aztec No No Yes
GSI Databar No No Yes
UPCe No No Yes
PDF417 No No Yes
Data Matrix No No Yes
Maxi Code No No Yes
Postnet No No Yes
Databar Truncated No No Yes
Databar Omni-Directional Stacked No No Yes
EAN8 No No Yes
Planet No No Yes
Codabar No No No
Interleaved 2 of 5 No No No
Industrial 2 of 5 No No No
Code 93 No No No
MICR CMC7 No No No
DataBar Expanded No No No
Databar Stacked No No No
GSI Databar Coupon Code No No No
Code II No No No
GSI Databar Limited No No No
MSI Plessey No No No
USPS IMb No No No
MICR E13B No No No
OCRa/OCRb No No No

Reference Site:Ā https://help.clover.com/faq/which-barcodes-can-my-clover-device-read/

WHICH EXTERNAL SCANNERS ARE COMPATIBLE WITH CLOVER DEVICES?2022-03-13T17:46:39+04:00

The following scanners are compatible and supported by your Clover Station and Clover Mini:

NOTE

If your scanner does not work with your Clover device right out of the box, you may need to program it by scanning a barcode needed to add a carriage or return line. Check your scannerā€™s user guide for the barcode and scan it. Your scanner should work with your Clover device after scanning.

 

Reference Site:Ā https://help.clover.com/faq/which-external-scanners-are-compatible-with-clover-devices/

WHICH WEIGHT SCALES ARE SUPPORTED BY CLOVER?2022-03-13T17:46:16+04:00

Clover supports theĀ CAS SW-20 Weight Scale. In order to connect the scale to your Clover Station or Clover Mini, you will need aĀ custom cable that comes bundled with the scale when purchased from your Clover provider.

WHY CANā€™T I CONNECT MY CLOVER MOBILE OR CLOVER MINI TO MY WIFI NETWORK?2022-03-13T17:42:29+04:00

Due to extra security around Clover Mobile and Clover Mini devices, Clover Mobile and Clover Mini will be compatible with WPA2 networks. They will not be compatible with WEP networks.

How can I tell if my network is WEP vs. WPA2?

If you have anĀ Windows OS computer, view ā€œWireless Network Connectā€ to view your wireless networks. Each wireless network will designate whether they are a WPA2 network or not.

If you have a Mac OS computer, view ā€œNetworkā€, clickĀ Advancedā€¦Ā and find the network name of interest. The type of network will display under ā€œSecurityā€.

 

Reference Site:Ā https://help.clover.com/faq/why-cant-i-connect-my-clover-mobile-or-clover-mini-to-my-wifi-network/

WHY IS AN ORDER LISTED AS OPEN?2022-03-13T17:41:32+04:00

An order can be listed as open for the following reasons:

  1. Any order that has not been paid out will be listed as OPEN.Ā TappingĀ SaveĀ in theĀ RegisterĀ appĀ register-app-iconwill save the order, listing it as OPEN in theĀ OrdersĀ appOrders - App Icon.
  2. Tapping theĀ Clear OrderĀ button in theĀ RegisterĀ appregister-app-iconĀ will clear the order, listing it as OPEN in theĀ OrdersĀ appOrders - App Icon.
  3. Any order created from theĀ TablesĀ appĀ Tables App IconĀ that has yet to be paid will appear as OPEN. While guests are sitting at the table and have yet to pay, the order will appear as OPEN.
  4. If you have a printed receipt showingĀ that the order was paid for, but the order looks like itā€™s still OPEN instead of PAID or PARTIALLY PAID on your Clover device and from the Web Dashboard, pleaseĀ contact Clover Support toĀ help you adjust transactions after the fact. You can find your Clover Support phone number by logging into your Web dashboardĀ and finding your Clover support phone number in the Support box.Please haveĀ the following ready:
    • Your Merchant ID Number: To verify your identity, you will be asked to provide your Merchant ID Number.
    • Physical receipts: These can be faxed or emailed when necessary.

Reference Site:Ā https://help.clover.com/faq/why-is-an-order-listed-as-open/

WILL I BE ABLE TO ACCEPT HSA OR FSA FROM MY CUSTOMERS?2022-03-13T21:17:27+04:00

Yes, if you have one of the following in place:

1) An eligible MCC code ā€“ An HSA/FSA cardā€™s particular plan will define a list of eligible Merchant Category Codes (assigned to your business account, set by the card associations). These merchant categories are defined as health care providers because the services they offer are strictly health care related. MCC examples are below:

  • 5975 ā€“ Hearing Aids-Sales, Service, Supply Stores
  • 4119 ā€“ Ambulance Services (Dependent on Plan Administrator)
  • 5976 ā€“ Orthopedic Goods-Artificial Limb Stores
  • 7277 ā€“ Debt, Marriage, Personal-Counseling Service (Dependent on Plan Administrator)
  • 8011 ā€“ Doctors-not elsewhere classified
  • 8021 ā€“ Dentists, Orthodontists
  • 8031 ā€“ Osteopathic Physicians
  • 8041 ā€“ Chiropractors
  • 8042 ā€“ Optometrists, Ophthalmologists
  • 8043 ā€“ Opticians, Optical Goods, and Eyeglasses
  • 8049 ā€“ Chiropodists, Podiatrists
  • 8050 ā€“ Nursing and Personal Care Facilities
  • 8062 ā€“ Hospitals
  • 8071 ā€“ Dental and Medical Laboratories
  • 8099 ā€“ Health Practitioners, Medical Services-not elsewhere classified

2) 90% Registration ā€“ This registration must be completed with SIGIS Organization. This program is limited to drug stores or pharmacies (MCC 5912, 5122) that have stores whose gross sales are at least 90% from prescriptions and over the counter (OTC) eligible healthcare products. If you are interested in participating in the 90% Program, you will need to work with the SIGIS Organization directly for the registration process.

You can get more information atĀ https://www.sig-is.orgĀ or contact them directly.

SIGIS Helpdesk Phone number : 925-855-3228

SIGIS Helpdesk Email address:Ā help@sig-is.org

Inventory Information Approval System (IIAS)

Clover does not currently support the IIAS, which is an inventory system that sorts a customerā€™s basket at the POS into items eligible for HSA/FSA and items that are not. At any non-medical retailer (or one without an eligible MCC defined by the cardholderā€™s plan), IIAS compliance is required to accept HSA/FSA. IIAS applies to all mass, discount, grocery, chain drug, mail order and some pharmacy merchants. The IRS adopted this requirement in 2006.

 

HSA/FSA cards are prepaid debit cards (Visa and MasterCard) that can be accepted as Signature Debit or PIN Debit. The cards have no extra level of data associated with them, but they are associated as HSA/FSA to the networks.

 

Reference Site:Ā https://help.clover.com/faq/will-i-be-able-to-accept-hsa-or-fsa-from-my-customers/

How do I request Paper Rolls2022-03-13T16:48:19+04:00

At 1st Merchant, paper supply is free. You can come and pick up at our office at 6251 Smithpointe Dr Unit 220, Norcross, GA 30092. However, if you are too far a way, we can ship the paper supplies to you (shipping fee is not covered). Please call 877-851-3594 Customer Service to place order for paper supply today.

Why work with 1st Merchant?2022-03-13T16:45:21+04:00

At 1st Merchant, our primary goal is to earn your trust and become the last merchant services provider that your business will ever need. We are fully committed to providing the very best solutions and support that will help successfully grow and manage your business well into the future.

Do I have to sign a CONTRACT?2022-03-13T16:45:21+04:00

One of the most important questions about merchant services. There should not be any contracts locking you down. You should have the control of how and when you use a merchant service provider. Stay if youā€™re happy but leave when the customer service is not cutting it.

What credit cards or type of payment will I be able to accept?2022-03-13T16:45:21+04:00

You will be set up to accept Visa, Mastercard, Discover, American Express, Apple Pay, Google Pay, and Samsung Pay.

How long does the approval process take?2022-03-13T16:45:21+04:00

Process time is approximately 1 day after all required application information is received. Once approved, we will inform you and deliver your equipment.

What is a Point of Sale System?2022-03-13T16:45:21+04:00

A point of sale system typically consists of the software and hardware required not only to accept payments, but also to manage a businessā€™s general day-to-day sales and processes.

Most point of sale systems will allow you to accept payments, process sales, run reports, track inventory, manage employees, reconcile tips and commissions, and even accept gift cards and set up loyalty programs.

Because point of sale systems usually encompass everything a business needs to manage their sale and payment processes, ā€œmerchant servicesā€ and ā€œpoint of saleā€ are often used synonymously

What is a Credit Card Terminal?2022-03-13T16:45:21+04:00

If youā€™re accepting in-person payments, at the very least, youā€™ll need a credit card terminalā€”that is the physical device that you use to swipe, dip, or tap a credit card. This device will connect to your merchant service provider and will facilitate the process required for you to take, verify, and actually receive a payment. Credit card terminals come in a variety of shapes and sizes-from simple magstripe swipers to handheld terminals.

What is a Payment Gateway?2022-03-13T16:45:21+04:00

If your business is accepting online payments, youā€™ll need to get a payment gateway from a merchant service provider. A payment gateway is a piece of software that works with your website or e-commerce store and allows you to take and process secure credit card payments online.

What is a Merchant Services Provider?2022-03-13T16:45:21+04:00

A merchant services provider is a company that provides a variety of services and products all centered around accepting payments of all types. They set you up with a merchant account, sell terminals, install POS systems, help you fight chargebacks, give you online invoicing capabilities, sales data, and the works. Merchant services providers act as a liaison between your business and the world of payment processing. Ideally, they become your go-to resource for all things payment.

What are Merchant Services?2022-03-13T16:45:21+04:00

Merchant services are authorized financial services that allow a business to accept credit card, bank debit card or mobile payments; transactions using online ordering or point of sales systems.