Clover Go Payments FAQs

Payment FAQs address the following:

  • Quick mode
  • Open orders
  • Check and Manual transactions

 

Quick Mode FAQs

Quick Mode allows you to just enter the total dollar amount of the transaction and then head straight to checkout.  It’s the quick and easy way for you to checkout your customers!  Please note that the full amount of the transaction should be entered, including any applicable taxes as you cannot enter them separately in this mode.

How do I access Quick Mode?

If you have the Register Service Plan and the ability to use the app in both Quick Mode and Inventory Mode, there will be a slider in the upper right hand corner on the main screen, which you can slide to the left to change to Quick Mode.

How do I get back to Inventory Mode?

If you have the Register Service Plan and the ability to use the app in both Quick Mode and Inventory Mode, there will be a slider in the upper right hand corner on the main screen, which you can slide to the right or tap to change to Inventory Mode.

How do I refund transactions done in Quick Mode?

Open the Settings Drawer, tap transaction history, find the transaction from the list or refine the search if you do not see it.  Once found, tap to open and if you have the required access and there is still an amount left to refund, the “Issue Refund” button will be available. Enter the amount you wish to refund (up the amount remaining) and tap Refund.

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

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

I am in Quick Mode and there is no longer the ability to enter an item description. How do I enter an item description?

Item description was removed from Quick Mode in version 2.1 because it was no longer functional in Clover.

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.

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 “switchable” to the other until the order is complete or cleared.

Open Orders FAQs

Open orders are a way to create and save an order, then process the payment at a later time.   This feature also allows users to create an order on one Clover device and process the payment using the Clover Go app or vice versa.

Note: This feature is not available for Payments Plus merchants.

How do I create an Open Order? 

Add custom or inventory items, then tap “save order”. You can add an order note or name the order.

Note: Only Inventory Mode orders can be saved.

How do I access my Open Orders?

Open the settings drawer, then Transactions, then tap “Open”.

Note: If you don’t see your recently saved open order, allow a few minutes for the app to update, then try the above steps once more.

How many Open Orders can I have at a time?

We do not set any limits on # of open orders that one can have.  However, we will only display open orders over the last 30 day period for Android and a five day period for iOS. And there is a limit of 100 open orders that the app can pull to view.

Can I retrieve an order started on a Clover Station, Mobile or Mini?

Yes. But orders that contain functions not supported in the Clover Go app (like variable price items or modifiers) will not be able to be opened on the app.

I am using the Clover go app in Quick Mode and do not see the ability to save an order.  Why?

Quick Mode orders are not compatible with Open Order.

Are there any limitation to being able to save and/or complete an Open Order?

An open order is defined as one with NO payments against it at all.  If an open order has a deposit against it, for example, it will not be pulled into the Clover Go app. Also, if the order contains any Clover functions that the app doesn’t support (like discounts or variable price items) the order cannot be opened within the app.

Can I delete an Open Order in the app?

Yes. But only if you have the role of Admin or Manager.

For iOS Users: Swipe the open order to the left and then tap delete.  Please note that anyone with a role of Employee will not be able to delete an open order. NOTE: If you delete an order in the app it removes it completely from Clover, not just within the app.

For Android Users: Tap on the order. A popup will appear. Tap delete. Please note that anyone with a role of Employee will not be able to delete an open order. NOTE: If you delete an order in the app it does remove it completely from Clover, not just within the app.

Can I rename an Open Order?

Yes. But only if you have the role of Admin or Manager.

For iOS Users: Swipe the open order to the left and then tap rename.

For Android Users: Tap the order. A popup will appear. Tap rename.

Can I start an order in the Clover Go app and complete it on a Clover Station, Mobile or Mini?

Yes, but only if you are on the Register Service Plan. Instead of tapping “checkout”, tap on Save Order instead. It can then be accessed from the Orders app on a Clover Station, Mobile or Mini.

I created an order using a Clover Station, but do not see it when I access Open Orders in the Clover Go app.  Why is that?

Check the open order to make sure that it was created within the past 30 days and that it does not have a partial payment (e.g. deposit) or Discount applied to it.  Any open orders with a Discount applied will not be pulled into Clover Go as we do not support Discounts at this time.

Will all employee within the same MID be able to access any Open Order?

Yes, all employees within the same MID will be able to see and access all open orders.

Check Payment  and Manual Payment Options FAQs

Check and manual payments are options in the Setup app.

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 payment note 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 go to their Web Dashboard at Clover.com, access the setup app select “Payments” and select or deselect “check” or “cash” as a tender type.  Please note:  not all tender types apply to Clover Go-only users at this time.

The card won’t swipe or dip or I don’t have the card present. How do I manually enter a transaction?

A: Start keying the card # in and fill in all the fields. If you don’t have the card present, tap Card Not Present. Please note that higher Interchange rates may apply and you may be liable in case of a chargeback.

When I enter a manual transaction, and need to clear the contents, 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?

Just tap on the expiration date field and it will take you to that 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, but the digits are showing up in red, why is that?

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 “Authorize” I get an error message notifying me of an Address Verification Failure. What should I do?

This message is alerting you to the fact that the postal code and/or house/building # 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.

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