User Overview


 

The 'Charge-to-Invoice' App is suitable for any business that puts customers orders on 'tab',

  • App allows you to 'Charge orders' on Clover station-devices as paid by tender type 'Charge-to-Invoice'
  • Later that day, end-week, mid-month or end month, at the date you prefer,
  • This app allows you generate PDF Invoices for 'Charged Orders' by date range.

 

Note: Accounts Receivable subscription ( Accs-R ):

 

  • You need to sign-up for one of the "Accs-R" subscriptions to be able to:

(a) Process payments manually via Web-app & to generate Statements.

(b) To allow end-customers pay online. These payments are allocated to web-app account.

 

 

List of FAQ (Answers to frequently asked questions):

  • See the 'Support & FAQ' pages, top right of page.
  • They explain how to install Clover station app & set-up Customers on the Web-app.
  • How to put a Clover order 'on account'
  • Features on Web-app Accounts Receivable system.

 

 

When you have questions, please first read the user notes under FAQs [top right '?' FAQs] 

Otherwise, please email to app@retailcp.ie.  Many thanks

 

 

 

Clover 'Charged orders' are fully integrated with the Accounts Receivable Web-app:

When you sign up for one of the Accs-R subscriptions, you get the web-app integrated Accounts Receivable system,

which allows you enter Payments & to generate Statemens & Aged Balances reports.

 

 

     

Web-app can 'optionally' send Invoice & Statement PDF docs by email.

  • Each merchant can decide whether to send PDFs by email, or not.
  • Your Clover customers can have more than one email address.
  • App sends PDF Invoices and Statements to each email address on end-customers account.

Invoice example:

(Above PDF Invoice shows that Qty [20] times 'same item' uses only one Invoice line,

because Clover Item had been set-p with 'Per unit' pricing.)

 

PDF Invoices include all details from 'Charge-Invoice' orders

  • Qty by Units ( 10 Lbs weight)
  • Items can have Custom modifiers, to add more detail
  • Standard modifier & price will show on separate line, following main Item.
  • Line item discounts
  • Overall order discounts
  • Line & Payment Refunds
  • Service charges.

 

Customers can 'Pay Online' with Card OnFile

  • The cover emails which send out PDF Invoices & Statements include a 'Pay Online' URL
  • End-customers who wish to pay you online by card, can select the [Pay Online] URL
  • This re-directs the customer to the secure Clover / First Data payment gateway

 

Customer Data Protection Compliance

  • The first time each customer uses the 'Pay Online' service,
    • they can choose to either "Save card details on file on web-app",
    • or they leave [ ] 'Save my Card' un-checked, so that details are not saved.
  • The only details app save will be 1st 6-digits & last 4-digits of card.
  • In future, every time that customer makes an online payment, they can choose:
    • to 'no longer have card details saved on file'
    • Or to change their card details, & Save or not save.

 

 

When card details are saved on file,

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


 

 

Automatic integration of Clover 'charged' orders into the Invoicing system:

 

( 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.
  • 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.

 

If you include Subscription for Accs-R, you get the integrated Accounts Receivable features:

 

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

  • There are (7) "Invoicing-only" subscription levels based on quantity of invoice lines generated each calendar month.
    • And
  • ( 7 ) "Accs-R & Invoicing" subscription levels that include Accounts Receivable & Statements, in addition to PDF 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 payments 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.

 

( 4 ) Charge-to-Invoice App works with 'Activated' customers:

  • You should only import the 'Charge' customers from Clover dashboard account into Web-app.
  • see detailed user notes on FAQ no 9.

 

  • The 'Sync New' button imports & 'activates' any new customers created or modified in previous 3 days (72 hours).
  • Web-app does not duplicate same 'First Name' 'Last Name' if they are already in web-app and have same email & Tel no.

 

  • Can select 'Activate all' if most are regular customers who will 'Charge' their orders (for later invoicing)
  • but,
  • if you have imported & activated too many customers into web-app & need to reduce those to a small list who 'charge' their orders,
  • Can 'Disable all' and use [ Edit ] on each 'Charge' customer to mark the those [Is Active].

 

Update May 15th 2019. It is no longer necessary to mark customer as taxable or non-taxable:

  • If there are no taxes on your Clover Charged Order receipts,
    • There will be no tax on Invoice that includes that receipt.

 

 

 

( 5 ) Payment On Account app.

If you have signed up for an Accs-R (Accounts Receivable) subscription on Charge to Invoice,

only then will you be able to install & use Payment On Account app on each Clover station.

Then you can take payments on Clover station 'Register', select 'Pay' & select tender type (pay-On-Account)

Then allocate payments against outstanding invoice balances on the Charge-to-Invoice Accounts Receivable.

 

 

 

App benefits: Clover station app & web-app are integrated.

So that 'Charged' orders are automatically available to online accounts receivable web-app.

  • Using our integrated apps, all customer transactions are handled in one place, around Clover.
  • 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.