User Overview


 Welcome to RetailCP support for Charge-to-Invoice App & A-R (Accounts Receivable)

& Payment On Account app, integrated with A-R. 

 

App feature added Wed 24th April 2019: Pay Online with Card OnFile

  • PDF Invoices and Statements are sent by mail to each email on Customers account
  • Each cover email has a [ Pay Online ] URL
  • Customers who wish to pay you online by card, select the [Pay Online] URL
  • They are re-directed to secure First Data payment gateway
  • Each customer is allowed the choice to either "Save card details on web-app", or not.
  • The only details we save will be 1st 6-digits & last 4-digits of card.
  • Each card-paying customer will have the choice to opt-out in the future from 'saving card details'
  • Or customer can change card details in the future.

 

 

When card details are saved on file,

  • the next payment will be enabled without re-entering card details:

 

 

Please download the PDF doc (Top right), which gives an overview of the app features,

and explains how the two Clover station apps are fully integrated with our Accounts Receivable Web-app.

 

See the 'Support & FAQ' pages, top right of page.

We explain how to install Clover station app & set-up Customers on the Web-app.

                      App was published for Clover USA merchants, 14th Nov 2018.

  • No date has been set to Publish UK-Irish (EU) version.

 

The Charge to Invoice Apps are suitable for any business that puts customers orders on 'tab',

  • Those charged Clover orders will be invoiced & paid for later.

When you include Subscription for A-R, you get the integrated Accounts Receivable features.

 

( 1 ) Charge-to-Invoice Clover station App & Web-app App:

  • Can assign Clover order as paid by tender type ‘Charge-To-Invoice' for regular 'Activated' customers.
  • App automatically applies line item discounts by customer by product range.
  • Can generate PDF invoices for 'charged' orders, for whatever period is required:
    • Weekly, every two weeks or monthly.
    • Alternatively an invoice can be generated for one specific order.

( 2 ) Accounts Receivable & A-R Statements Web-App additional subscriptions with Charge-to-Invoice app

  • Can process payments on Web-app (on any PC, Laptop anywhere with Internet access)
  • Payments can be allocated to the oldest invoice or specific invoices can be selected to pay against.
  • Can generate reports on Order status, Invoice lists & Aged-balance XLS reports.
  • Can generate PDF Statements for whatever date range is required, for one or 'All' activated customers

( 3 ) Payment-On-Account, Clover station App is optional.

  • The purpose of Payment On Account app allows payments to be processed on a Clover station,
    • and saved automatically into the Charge-to-Invoice web-app accounts receivable (A-R) system.
  • This is not a stand-alone app. Requires A-R subscription on Charge to Invoice web-app.

To use 'Payments On Account app on Clover station-device, you need to sign-up for Accs-R Statement subscription on Charge to Invoice:

  • Payments are processed against an Accounts Receivable balance.
  • If you do not sign up for an Accs-R subscription, you cannot have an accounts system to allocate payments.
  • Payments can be allocated to the oldest invoice or specific invoices can be selected to pay against.
  • Payment details are automatically saved into an 'Activated customer' A-R Web-app account.

 

( 4 ) Subscriptions based on Qty Invoice lines per month, & whether you include A-R Statements (Accounts Receivable) features:

  • Seven Invoicing-only subscriptions based on quantity of invoice lines generated each calendar month.
    • And
  • Seven subscriptions which include A-R (Accounts Receivable) Statements features in addition to 'Invoicing'.

 

Charge-Invoice Web-app 'Invoicing-only' subscriptions. Can generate PDF invoices:

  • You can generate PDF Invoice for orders marked paid by 'charge-to-invoice'.
  • App will not include any orders that have already been invoiced.
  • You can invoice 'All Activated Customers' by date range
  • Can invoice one customer, by date range & or by order number.

A-R (Accounts Receivable) subscriptions enable Statements & payments:

  • Can process payments on Web-app & allocate against outstanding invoice balances.
  • Can generate PDF Statements & Aged-balance XLS reports.
  • This web-app will replace the need for an external A-R accounts package .

Example:

  • ( Accs-R Invoice 3000 ), can process up to 3,000 Invoice lines per month
    • Each line represents an order line item from a Charge-to-Invoice Clover order.

 

For Detailed instructions on installing the Charge-to-Invoice application please see the Installation FAQ.

 

( 5 ) Charge-to-Invoice App features include:

  • At initial set-up, Web-App 'SYNC Customers' button will import all customers names, emails from Clover account.
  • 'SYNC New' button can be used in future, which imports & 'Activates' any new customers created in previous 72 hours.
  • Web-app does not duplicate same 'First Name' 'Last Name' if they have same email & Tel no.
  • Can select 'Activate all' if most are regular customers who will 'Charge' the order & get agreed discounts automatically

  • Un-tick (Tax Applicable) for Non-taxable 'charities' customers.
  • App automatically removes tax from their orders.

 

 

( 6 ) App uses Table of % discounts by ( 9 ) Customer Categories, by ( 9 ) Product ranges (Label-IDs).

If you wish to set-up automatic discounts for Charged Orders for regular customers.

You can allocate % discounts to existing Label-IDs (Product groups),

and assign a discount code (1 to 9) to each activated customer.

( See above 'Discount Category' [ 4 ]  & see Discount table below)

  • At initial Web-app set-up, enter %s in 'Label Discounts Table'
  • Mark Clover Register order as paid by 'Charge-to-Invoice' tender type,
  • Cashier selects 'Activated' customer to allocate order to.
  • App applies discounts automatically per order line item, for that customer's code no.

 

( 7 ) Optional 'Payments-On-Account' Clover station App subscription: USD $ 10 or Euro € 9 or GBP £ 8 per month rent.

In order to use the Payment On Account app, you need to first sign-up for one of the Accs-R Statement subscriptions on Charge to Invoice App.

Payments are processed against an Accounts Receivable (A-R) balance.

Can process payments on Clover device-station, & allocate against outstanding invoice balances on the A-R (accounts receivable) Web-app.

This app is fully integrated with A-R Statements Web-app, so that payments proceses via this app are automatically sent to accounts system.

See FAQ (Payment On Account Clover station app. How to install & process Payments on till).

 

 

Benefits of (3) apps: They are integrated. All transactions are linked between Clover & accounts web-app.

  • Using our integrated apps, all customer transactions are handled in one place, around Clover.
  • Automatic Order line discounting.
  • Time saved by staff. No need to calculate or remember line item discounts.
  • Greater accuracy from app discounting.
  • Web-app accounts-receivable has automatically saved details from 'Charge-to-Invoice' orders.
  • No orders are duplicated, and none are forgotten when PDF invoices are generated.
  • Invoice PDF generation is simple, easy & fast.
  • When payments are processed via our apps,
    • Up-to-date Statements & Aged Balance XLS reports are available.

 

Note: If you need to import existing Customers details from previous POS system, using an Excel (Xls) spreadsheet:

  • Please consider RetailCP's XLS Customer Uploader web-app
  • See details & screen views: https://retailcp.ie/uploader 

 

Please email any questions to app@retailcp.ie.

Thank you.