User Overview


Coming soon: Subject to Clover testing & approval.

We hope Clover will test & approve this app for USA, Canada, UK & Ireland in April 2020.

 

Payment-Debit-Invoice App (PDI for short) allows Clover orders to be put 'on account' for regular customers.

  • 'On tab' to be paid later.

 

The App includes a fully integrated Accounts Receivable (A-R) online Web-app.

  • Can generate PDF Invoices & Statements.
  • Customer portal to view their own account history & to pay balance online.
  • You will not need an external A-R package.

 

All customer orders & payments can be processed using the PDI app on Clover Station, Mini & Flex:

These transactions are automatically saved into the A-R web-app account balances.

 

Credit. Can process payments via PDI app on Clover device:

  • Take a deposit or advance payment.
  • Take partial or full payment of account balance.
  • Customer accounts receivable (A-R) balance is immediately & automatically updated.

 

Debit. Can process orders for goods-services & mark them as either a 'Debit' or for 'Invoice'

 

'Debit' Orders. Amount is immediately added to account balance.

 

Invoiceable Orders will be added later that week or month into a PDF invoice.

  • For end-customers who need line item order details listed on PDF invoice doc,
    • Choose to assign orders as 'Invoice'.
    • Below & on FAQs, we explain how to generate PDF invoices.

 

 

Click on Video link below to see 'Debit' & 'Payment' orders being added to Customer Account Balance:

 

To open this Video on a separate page, please copy and paste this [ https://retailcp.ie/pdi.mp4  ]

 

 

 

 

Answers to frequently asked questions (FAQs). Click on [ ? ] top right corner of this page:

 

Please email to app@retailcp.ie with any new questions.

 

 

For regular 'on account' customers, where Clover merchants allow payment at a later date, 'on tab',

we recommend to start those orders by opening the Payments-Debits-Invoices app on On Clover station or Flex:

  • ( I.e. Do not to start with Register. Start with PDI app)

 

Start by searching for an existing customer, or 'Create a new Customer' via the App:

Click on [ Select ] to view Tom Wates account balance as below:

 

Account balance ( € 212.27) is always up-to-date with Debits & Payments.

Three ‘action’ buttons: Debit, Payment & Orders, as above:

  • To start a new Order, click on ‘Debit’ button.
  • App will redirect to Clover Register: Enter items as standard for Register, as below:

 

To start a new Clover order, select 'Debit' button above,

App will re-direct to Clover register screen.

Enter order details for goods-services as normal.
 

       

 

When order above is completed and [Pay] button is selected,

Clover screen returns user to our app (automatically):
 

 

Clover staff will confirm with end-customer whether to mark order as either a 'Debit' or for 'Invoice':

 

 

  • Order assigned as ‘Debit’ below,
  • will increase the end-customer web-app balance from 212.26 to 227.87:

 

  • Amount is added to customer A-R balance immediately.
  • ( € 212.27 + € 15.60 = € 227.87 )

 

 

 

To process a payment on Clover station using the App:

  • Select 'Payment' button. (above screen)
  •  

 

  • App displays the balance amount.
  • Customer advises either pay partial or full amount.

 

  • Enter € 100 above.
  • Choose payment method: 'Cash', 'Card' or 'Check' (Cheque)
  • Here 'Cash' was selected. App creates that payment on Clover register.

 

Below, a Card payment:

  • When 'Card' is selected, user is re-directed to standard secure Clover register payment screen:
  • Below we pay € 50 to reduce the balance amount:

 

  • After successful card payment,
  • customer account balance below is automatically updated:

 

 

 

Payment-Debit-Invoice App (PDI) includes a Customer Online Portal:

Clover merchants can each 'invite' their end-customers to set-up an account on the portal.

  • End-customer can view past transactions & stored PDF Invoice docs & up-to-date account balance amount.
  • They can choose to pay full balance amount or make a part payment.
  • These online payments are processed securely via First Data Clover (FISERV) payment gateway.

 

 

 

 

Installation notes:

To get started & to install the PDI App on Clover device:

Sign up on Clover App Market.

The Payment-Debit-Invoice (PDI) App will show on Clover station or Flex:

Select & open app-icon on Clover device:

Search existing customer or create-add a new customer.


 

Add-create a new customer using PDI App on Clover station:

 

 

To process Orders as 'Invoiceable' & later generate an Invoice:

  • see FAQ no 4 for detailed notes on how to generate PDF Invoices

 

Orders for goods-services can be marked as either 'Debit' or for 'Invoice',

on the PDI App on Clover station:

Orders marked for 'Invoice' will be available on the Web-app as 'Invoiceable',

so that they can be included in a PDF Invoice doc.

 


 

 

'Invoiceable' orders are not yet 'Debits' on customer account.

  • They need to be included in an invoice.
  • The invoice total will show as one 'Debit' transaction on Web-app account.

 

For orders marked as 'Debit':
The Clover order amount is immediately 'debited' against customer's web-app account.

 

 

Web-app (A-R) Accounts Receivable is fully integrated with Clover 'on account' PDI orders:

  • Clover station Payments & Debit-Invoice orders are automatically saved to Web-app customer account.
  • Saves time. No double entries. Very accurate.

 

Those Debit & Payment transactions are automatically available on Accounts Receivable (A-R) Web-app:

  • The web-app automatically creates A-R accounts for any 'regular' or new customer,
    • when a Debit or Payment order is first assigned to that customer.
  • Clover merchants do not need to do any special tasks.
    • A-R web-app works automatically in the background.

 

Using the online A-R Web-app, Clover merchants can generate PDF Invoices & Statements.

  • One off invoices are generated immediately on request.
  • To generate Invoices for all customers, merchants set-up the web-app schedule dates:
    • Following that initial set-up, in future, Invoices are created automatically:
    • Daily, Weekly, 2-weekly, Monthly of specific dates each month, as each Clover merchant chooses.

 

Customer portal allows end-customer view their transactions history & PDF Invoices & Statements by month.

And can pay balance online. See FAQ no '6' for step-by-step screen views:

 

Can immediately generate a customer account Statement showing 'Debits, 'Payments' & 'Balance':

Statement will include all Payments & Debit transactions during the month selected:

  • Can select the month for a Statement (month just gone or some previous month)

 

Can select 'Quick Statement' to be immediately generated in PDF or XLS format for one customer:

 

Below you can select a quick report to see all customers account balances:

Either on XLS or PDF:

 

Below is an XLS list for ALL Customers balances:

See above that Web-app list will include 'Business name' (Spring Restaurant),

if that was entered on Clover end-customer record.

 

 

 

Goods & services businesses whose customers need detailed PDF invoice doc:

  • On PDI online web-app, you can generate a PDF invoice at end week, or 2-weeks, or monthly.
  • with inventory line item, qty & price from 'on Tab' orders:
  • For those customers, mark paid order as 'Invoiceable'

 

  • If customers need balance on account to always be up-to-date,
    • then on Clover device PDI app, mark order as 'Debit'.

 

Example: For a customer with an existing 'Debit' balance on account,

  • When next order is put on tab as a 'Debit'
  • PDI App instantly updates customer's A-R balance to include that Debit order amount.
    • i.e. Clover PDI Debit orders are updated in real-time on A-R on web-app.
    • (Works for a customer in store,
    • or a Delivery driver with a Clover Flex, or service contractor with a Flex).

 

  • Take payment on Clover device PDI app.
    • Select PDI app [Pay Balance] button to take a payment for new updated balance.
    • App allows choice of Cash, Check or Card
    • PDI App on Clover device instantly updates Web-app customer account balance

 

Coffee shops at work locations, hospitals, offices, factories:

  • where regular daily customers prefer not to use card for every purchase:
  • Each purchase is processed very fast.
  • Simply click on 'Pay' & mark order as a 'Debit'.
  • Can process customer advance payment-deposit, or 'Partial payment' or 'Pay full balance'.
  • Account balance is always up-to-date (Debits, minus Payments = Account balance).

 

Events for association members who pay at the end of 2-3-or 4 days for goods or services:

  • Events where visitors-clients pay registration fee & put items & meals on tab.
  • At end of 2-3-or-4 day event, customers can pay balance via PDI at Clover device or via online customer portal.

 

New customer projects, which require a deposit when ordering goods or services:

  • Projects such as 'Weddings', 'Wedding dress', 'Custom furniture', 'Jewellery', 'Dental treatment',
  • Home & office maintenance services (Plumbing, Electrical, Repairs, Decorating)
    • whose customers pay an advance deposit & make 'partial payments'
    • Who will 'pay balance' at end of project.

 

Please email to app@retailcp.ie with any questions which are not explained in the FAQ section.

If you wish to receive a call back, please include your phone or cell no. Thank you.