User Overview


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

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

 

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.

  • We plan to Publish UK-Irish (EU) version March 2019.

 

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 our integrated Accounts Receivable Web-app.

 

( 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.

 

Subscriptions based on Qty Invoice lines per month, & option to include A-R Statements features:

  • Four Invoicing subscriptions based on quantity of invoice lines generated each calendar month.
  • And 4 subscription which include A-R (Accounts Receivable) Statements features in addition to 'Invoicing'.

You will need a Accs-R subscription to use the Payment On Account app. See notes below.

Example: Subscription ( Accs-R & Invoice 300 ) you get A-R & Statements features:

  • With A-R, you can process Web-app payments against PDF invoice amounts
  • Can generate Aged Balance Statements & Reports.
  • ( Accs-R & Invoice 300 ), can process up to 300 Invoice lines per month
    • Each line represents an order line item from a Charge-to-Invoice Clover order
    • Or
  • ( Accs-R & Invoice 800 ), can process up to 800 Invoice lines per month, etc.
    • Or
  • (Inv 300 Lines / Mth), you can generate PDF Invoices using Web-app on Laptop-PC,
    • but without 'A-R' you will not have accounts-receivable to process payments nor do Statements.

 

Charge-to-Invoice App features include:

1. Web-App imports customers names from Clover account.

Tick [Is Active] for regular customers who will 'Charge' the order & get agreed discounts automatically

To get automatic discounts for Charged Orders, allocate % discounts to existing Label-IDs,

Allocate a discount code (1 to 9) to each activated customer (See Discount table below)
 

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

 

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

  • 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.

 

3. Charge-Invoice Web-app, has ( 4 ) '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.

(4 ) added subscriptions to include A-R (Accounts Receivable):

4. A-R with Statements & payments: (4) added subscriptions:

  • 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 .

 

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

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

Note: You need to first sign-up for one of the Accs-R Statement subscriptions on Charge to Invoice App, 

before you can use the Payment On Account clover station app, because payments are processed against an Accounts Receivable 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.

 

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

 

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.