POS: Clover Payments

POS: Clover Payments



Configuration in Back Office Admin

  1. On the Admin page, enable the Clover Payment toggle (set to YES).


Configuration in Back Office


Navigation: Select Settings > Payment > Payment Method

Payment Method

When creating a new Payment Method (or updating an existing Payment Method):
  1. If the Clover Payment toggle is enabled, the Clover payment will appear as an option on the Payment Type dropdown.
  2. If it's disabled, it will not appear.
  1. After selecting Clover as a Payment Type, you can configure the payment's Name, Type, Code, and Priority.
  2. For Type
    1. For United States customers: select Sale.
    2. For Canada customers, select Sale.
  3. Set whether Enable EBT and Open Cash Drawer apply to the Payment Method.
  4. Click Save/Update.


EMV Settings


Navigation: Log into BO, select a Store, then select Settings > Payments > EMV Settings


On the EMV Settings page, click + Add EMV Settings. The EMV Settings pane appears.

  1. Enter the Name (for this scenario, Clover is recommended)
  2. Enter the IP Address.
  3. For Type, select Clover. The Port field appears.
  4. For the Port number, enter 12345 (it remains the same for all Clover devices).



Batch Settings


  1. Print Batch Report toggle - if enabled (set to YES), then the Batch report will be printed after submitting the Batch.
  2. Batch Submit Device dropdown - select the device used to process batch payments including Clover.
  3. Default Batch Payment dropdown - select Clover.
    1. Clover will be an option only when the Clover Payment toggle is enabled on the Admin page.
  4. On the Batch screen: Clover related payments will appear, and Clover appears as a Type dropdown option.



Receipt

Note: The below Receipt example will be supported by Star and Epson printers and for both Text and Image. The following fields will be added to the receipt: Table and Seat Number, Server Name, Check Number, Transaction Type, Transaction Total, Transaction Currency, Transaction Number, Payment Type, Check Number, Masked Card Number, Date and Time, Card Holder Name, Card Name, Payment Type, Auth No.



Managing the Payment

The Clover payment method provides many features to complete the payment for the Check/Sale in POS. 2 types of payment methods are available for Clover payments:
  1. Fully Integrated: Linga Go app is installed on the Clover device for Sale and Payments. You can perform Sale, Payment, Batch Submit, Refund, and Void on the Clover device itself.
  1. Semi Integrated: A separate Clover payment device is integrated with POS. You can select Items from the Menu and place the Order in POS.  The Clover device is used for payment. You can set the IP Address of the Clover device under Payment Settings in BO. Enter the Device Name, IP Address, Type, and Serial Number to connect the device with POS.


Hardware Settings

iPad Setup

  1. Download the Clover Certificate here.
  2. On your iPad:


    1. Select Settings.
    2. Select General.
    3. Select VPN & Device Management.
    4. Under Downloaded Profile, select Clover Prod Terminal Server Root.


    5. On the Install Profile window that appears, press Install at the top-right.


    6. On the left-side Settings pane, press General again. On the General pane, press About.


    7. On the About page, select Certificate Trust Settings.


    8. Under the Enable Full Trust for Root Certificates section, enable the Clover Prod Terminal Root toggle by pressing it (it will slide to the right and turn green. 


    9. On the Root Certificate pop-up that appears, press Continue.

POS Setup - iPad

  1. Open the POS application.
  2. Select Operation.


  3. On the Operation pane, select POS Settings.


  4. On the POS Settings page:
    1. Scroll down and press the Use Clover Settings toggle. It will slide to the right and turn pink, indicating that it's enabled.

    2. Press Save Changes at the top-right.

  5. At the top-left, press the three line icon .

  6. On the Operations pane, press Hardware Settings.


  7. Select the Card Reader tab (if not already selected by default) and identify the Clover device, but DO NOT select it now. Keep the POS on the Card Reader tab screen.


  8. On your Clover device:
    1. Open the Network Pay app.


    2. Press Initiate Pairing/Start.


  9. Return to the POS , and select the identified Clover device on the Card Reader tab screen.


  10. On the Clover device: enter the Manager Passcode (the default Passcode is 1234).


  11. On the POS screen, find the Pairing Code.


  12. On the Clover device, enter the Pairing Code.


  13. Your Clover device is now ready to take payments.


Android Setup

On your Android device:
  1. Download the Clover Certificate here.
  2. On your Android device, open the Files app.


  3. In the Files app:
    1. Select Downloads
    2. Identify the Certificate file you downloaded, then Press and Hold it. It will be marked with a checkmark at the bottom left corner of the file's tile.
    3. At the upper-right corner, press the vertically-aligned three dots, then press Rename.


    4. On the Rename pop-up window that appears: for the New name, delete the .Pem at the end of the name which leaves the .crt.


    5. Click OK to save the new Name.

  4. Return to the Home Screen and select the Settings app. In the Settings app.
    1. Select Security.
    2. On the Security page, select More Security Settings.


    3. On the More security settings page, select Encryption & credentials.


    4. On the Encryption & credentials page, select Install Certificate.


    5. On the Install a certificate page, select CA Certificate.


    6. The Your data won't be private alert window appears, select Install Anyway at the bottom-left of the window.


    7. The file selection page appears. Select the env_device_ca_certificate_crt file (it should appear under Recent files).


  5. The Certificate Is Now Installed, and will appear at the bottom of the Install a Certificate page.


  6. Press on Back <- (arrow) button.


POS Setup - Android

  1. Open the POS application.
  2. Select Operation.


  3. On the Operation pane, select POS Settings.


  4. On the POS Settings page:
    1. Scroll down and press the Use Clover Settings toggle. It will slide to the right and turn pink, indicating that it's enabled.
    2. Then press Save Changes.


  5. At the top-left, press the three line icon .

  6. On the Operations pane, press Hardware Settings.



  7. Select the Card Reader tab (if not already selected by default) and identify the Clover device, but DO NOT select it now. Keep the POS on the Card Reader tab screen.


  8. On your Clover device:
    1. Open the Network Pay app.


    2. Press Initiate Pairing/Start.


  9. Return to the POS , and select the identified Clover device on the Card Reader tab screen.


  10. On the Clover device: enter the Manager Passcode (the default Passcode is 1234).


  11. On the POS screen, find the Pairing Code.


  12. On the Clover device, enter the Pairing Code.


  13. Your Clover device is now ready to take payments.


Web Browser Setup

  1. Download the Clover Certificate here.
  2. Open the downloaded file.
  3. On the Security Warning pop-up that appears, click Open.

  4. On the Certificate pop-up window that appears, click Install Certificate... .

  5. Click Next.

  6. On the next screen, select Place all Certificates in the Following Store then click Browse....

  7. Select Trusted Root Certification Authorities then select Ok.

  8. Click Next then Finish.
  9. Click Yes on the Security Warning.

POS Setup - Web Browser

  1. Open the POS application.
  2. Select Operation.


  3. On the Operation pane, select POS Settings.


  4. On the POS Settings page:
    1. Scroll down and press the Use Clover Settings toggle. It will slide to the right and turn pink, indicating that it's enabled.
    2. Then press Save Changes.


  5. At the top-left, press the three line icon .

  6. On the Operations pane, press Hardware Settings.



  7. Select the Card Reader tab (if not already selected by default) and identify the Clover device, but DO NOT select it now. Keep the POS on the Card Reader tab screen.


  8. On your Clover device:
    1. Open the Network Pay app.


    2. Press Initiate Pairing/Start.


  9. Return to the POS , and select the identified Clover device on the Card Reader tab screen.


  10. On the Clover device: enter the Manager Passcode (the default Passcode is 1234).


  11. On the POS screen, find the Pairing Code.


  12. On the Clover device, enter the Pairing Code.


  13. Your Clover device is now ready to take payments.

Creating a Sale

On the POS:
  1. Select the Payment  option. The Payment screen appears, which displays all the Payment options enabled in Back Office (BO) settings.
  2. Select Clover Sale to perform payment through the device.

    1. If the Tip screen is enabled, Customers are redirected to it to provide a Tip in percentage (%), Custom amount or proceed with No Tip.
  3. Below the Tip section, the Signature line will be available based on settings in BO. After Tip selection and Signature, there will be 3 options - Cancel, Manual, Process Payment at the bottom
  4. If Process Payment is selected, tap or swipe or insert the Card in the Device and payment will be completed.
    1. If no Device is connected, the ‘No clover connected to the device’ message will appear.
  5. Once card is Swiped/tapped/inserted, a loading icon with the message 'Connecting to Processor' will appear.
  6. After payment completion, the Show Digital Receipt Screen will appear (if enabled in BO).
  7. On the Digital Receipt screen, the Customer can choose whether the Receipt / Bill is to be sent via (Text) SMS, Email or Print. They select an option, then press Send Receipt.
    1. If they do not wish to receive a Receipt, they can select No Thanks.

  8. The Receipt will be sent based on the selection. You will then be returned to the Order screen.

Sale

  1. When a Sale is placed, the Payment Request is sent to the Server and the Amount is credited to the Merchant.
  2. In the Payment section, Clover Sale is displayed only when the Payment Type is enabled for the Store.         
  3. After selecting Clover Sale as the Payment Method, the Tip screen (if enabled) appears where the Tip and Signature are provided, then press Process Payment. 
  4. After Process Payment is pressed: the Customer taps/swipes/inserts the Card in the Device, and the Payment will be completed.


Payment Scenarios

  1. Tap - (Default) Customer taps the Card and payment will start processing. If this fails, the Customer can utilize the Swipe method.
  2. Swipe - Customer swipes the Card, and the Payment will begin processing.
  3. Insert - Customer inserts the Card, and user has to click Process. The payment will then be processed on the Card.

Payment Success

When Process is pressed, the system will send a request to the server, and the server will respond whether the requested payment is processed or not. 
  1. If processed, the payment will be added as a Success Payment (Check).
  2. If not processed, processing request will be cancelled and it will return to the Card screen.

Payment Failure

When Process is pressed, if there is No Balance on the Card or the Device is busy:
  1. The Payment will not be processed on the Terminal and the Error response will be sent back to the POS. 
  2. The Payment will be considered as a Failure payment and the Error message received from the Terminal will appear in POS.
  3. If there is network failure, it will be considered an offline payment.

Time Out

Process is clicked, and payment processing has begun but the Customer neither Inserted nor Swiped the Card. The system will check for time out period (1 min), and after the Time Out period and no Card detected, the error message 'Time out' appears.


Void

  1. A Payment can be voided after it's completed.
  2. The Payment must be deleted from the Payment screen, and full Payment will be voided.
  3. Partial void is not possible. All payments on the Check must be deleted to void.
  4. After closing the Check, it will be moved to the Closed tab. You can reopen the Check and select Void. You will be redirected to the Payment page and the message ‘Payment made on this check, kindly delete the payment to void the menu item’ will appear.
  5. When Manual Submit is enabled, the Check will not Close, and the system will redirect to Payment page. From there, you can delete the Payment and void the Check.

Refund

  1. A Sale is placed and performed Close Day, but then a payment needs to be refunded.
  2. Navigate to the Refund screen.
  3. All the Checks placed on the selected Date will appear.

Refund with Reference

  1. Select the Check to refund, then press Refund Check. The Refund pop-up appears.
  2. The Refund popup displays all the Payment Types, including Clover.
  3. You must provide a Reason to select the Payment Type. If attempting to select a Payment Type before providing a reason, the 'Provide reason for Refund' pop-up appears.
  4. Amount to be refunded will appear on the pop-up.
  5. After providing a Reason, select the payment after selecting 'Do you want to refund?" Confirm Yes or No' appears.
    1. If Yes, the 'Refund Success' pop-up appears.
    2. If No, it remains on the same screen.
  6. After a Refund: if Refund Check is selected, the message 'Check is already refunded' appears.




Refund without Reference

  1. The option Refund Without Reference is selected. The Refund pop-up appears.
  2. The Refund popup displays all the Payment Types, including Clover.
  3. You must provide a Reason to select the Payment Type. If attempting to select a Payment Type before providing a reason, the 'Provide reason for Refund' pop-up appears.
  4. The Amount to be refunded will not appear on the pop-up, and must be entered manually.
  5. After providing Reason, select the payment after selecting 'Do you want to refund?" Confirm Yes or No' appears.
    1. If Cash, the 'Refund Success' pop-up appears.
    2. If Card payment (such as LPG), screen will redirect to the Card screen.
  6. On the Card screen, manually enter Card details or swipe or tap or insert the Card (EMV).
  7. The Amount will be refunded to the Card and the 'Refund Success' pop-up will appear.

 

Refund Menu Item

  1. When Refund Menu Item is selected, select the Item which the Customer wants a Refund on the Amount. Select Refund Check or Refund Item.
  2. After selecting Menu Item, the Refund pop-up will be displayed.
  3. To select the Payment Type, you must first provide a Reason. Otherwise, the ‘Provide reason for Refund’ appears.
  4. The Amount to be refunded will be displayed on the pop-up.
  5. After providing the Reason, and the payment method Clover is selected, the message ‘Do you want to refund? Confirm’ appears with Yes and No options.
    1. If Yes is selected, the Refund pop up will be closed and a success message will be displayed indicating the completion of the Refund process.
    2. If No is selected, you revert to the previous screen.




Batch

  1. You can complete transactions by clicking the Submit Batch button.
  2. On the Batch screen, all the successful and offline transactions are displayed and Tips for the transaction can be changed or applied on the Batch screen before batching.
  3. When the value is chosen in the Batch Submit Device from BO and the user tries to submit the clover batch from the same node, the user should be able to submit the batch without any intervention.




Manual Batch

  1. You must manually click Submit Batch.
    1. If there are offline transactions, you must first click Process Offline. Once all Offline Checks are processed, then click Submit Batch and the rest will be processed.
  2. If Submit Batch is selected before processing offline checks, the message ‘Run Process offline before batch’ appears.
  3. Under Default Batch Payment, Clover is included only when the Clover Payment toggle is enabled in Admin. You can select Clover as the Default Batch Payment in BO.
  4. On the Batch screen: Clover related payments appear - along with clover as the Device.
  5. If the Batch is processing: the Submit button at the bottom of the screen will be disabled and the loading graphic will be displayed until the batch completes.
  6. After initiating a Batch, a Tip cannot be applied.



 Tip Adjustment

  1. The Batch screen displays all transactions, and you can adjust the Tips of authorized payments.
  2. Select a Check No. and the Tip pop-up appears.
  3. On the Tip screen: you can adjust the Tip on the payment then press Continue
    .
  4. The adjusted Tip will be applied to the Check.
  5. Tips on Cash payments can be adjusted by using the Adjust option on the Payment screen.
    1. For Sale or Card payments, the Tip cannot be adjusted or changed.
    2. For a Check, if the user made partial payment, then on the Payment screen you can adjust the Tip of the partial payment by selecting the payment and the Adjust option will be used to adjust the Tip. 
    3. Tips cannot be adjusted for offline payments. When an offline check is selected for Tip adjustment, the message ‘Cannot apply tip for offline payment’ appears.
  6. On the Payment screen: when a payment status is selected, the Adjust option will be changed into Tip which will be used to change the Tip for the Payment. Any cash payments can be adjusted by using the Adjust option on the Payment screen.


Manual Submit

  1. Manual Submit functionality applies to Clover payments.
  2. Under Payment Settings, the Manual Submit for Credit Card toggle will be available.
  3. In POS, Manual Submit will be available for Table and Bar Tab types.
  4. If the Manual Submit for Credit Card toggle is enabled: after completing the credit card transaction you can manually submit the Order to complete.
  5. If the toggle is Disabled, the system will work as usual.
  6. If Dine In or Bar Tab is selected as the Service Type and Clover is selected as the payment: the Tip screen appears. Once the Tip is selected, the payment can be made.
  7. Enter the details manually - or by Swipe or Insert the Credit Card using the payment device.
  8. After processing the payment, screen will be directed to CC Receipt screen.
    1. If Send Receipt is selected, the CC Copy & Merchant Copy will be generated.
    2. If No Thanks is selected, the Receipt will not be generated.
  9. After selecting No Thanks or Send Receipt, the Payment screen appears.
  10. On the Payment screen: when Payment Status is clicked, the Adjust option will be changed into Tip which is used to change the Tip amount on the Payment.
  11. When Tip is selected, the pop-up appears where the Tip on the payment can be updated.
  12. Press the Submit button to close the Check, and the Digital Receipt screen (where the Receipt will be generated) appears. The updated Tip will be reflected on the Receipt



Offline Transaction 

  1. When the network is unavailable, but the Allow Offline Payment toggle is enabled, making a Sale and processing the Payment will automatically enable the Offline Mode toggle. 
  2. When Allow Offline Payments is enabled and Offline Mode is disabled: if the network went to an offline state during Payment processing, the device automatically moves to Offline Mode as the Offline Mode toggle was automatically enabled and payment will be taken offline, and the following notification appears at the bottom: ‘Your device is offline. Payments will be taken in offline mode. Make sure to authorize your offline payments Next network connectivity check will be done after 15mins’.


During payment processing: if there is any network failure, the offline payment will be processed and the sale payment will go into Batch. Below scenarios outline payment processing conditions:
  1. If Allow Offline Payments is disabled and Offline Mode toggle is disabled, the system will not be able to take any offline payments.
  2. If Allow Offline Payments is enabled and Offline Mode toggle is enabled, the following notification appears: ‘Your device is offline. Payments will be taken in offline mode. Make sure to authorize your offline payments Next network connectivity check will be done after 15mins’.
  3. If Allow Offline Payments is disabled and Offline Mode toggle is enabled, the following notification appears: ‘Your device is offline. Next network connectivity check will be done after 15mins’. Payments will not be processed, and no offline Check will be processed but remaining offline functionality will work.

  1. When the system comes back online: payments taken in offline mode will be noted by light red highlight, which indicates these Checks must be processed offline and then batched. Failure transactions are marked by a dark red highlight.
  2. When there are offline transaction checks, click Submit Batch. A pop-up with the message ‘Run Process offline before batch’ appears.
  3. When the Process Offline button is pressed, any successful transactions (those without a colorized highlight) can be batched. If all the offline transactions are processed and there are no checks to be processed offline, then process offline button will be greyed out.
  4. Once the offline process is completed, you can Submit the Batch for other Checks.

  5. An Offline transaction doesn’t allow for Tip adjustment.
  6. After a device comes online, the Check will be visible on the Batch screen in BO.
  7. For processing offline checks, all the nodes must be online, otherwise the POS will process only the specific Node Checks which are online.
  8. Offline mode applies only for semi-integrated clover payment in POS.

Receipts

 

Clover Payments

Implementation in POS

In POS, when any order is placed and customer wants to make the payment through Clover (possible only when a Clover device is connected)
  1. For the payment method, choose Clover and enter the amount
  2. Upon payment success, in the Description section it is shown as the Payment Method Clover (which is configured in BO), the Status as Success and the Amount will appear.

Payment Success

When Clover is selected as the Payment Method:
  1. A pop-up with the Process Payment button appears (once the tip screen and signature are enabled).


  2. When Process Payment is clicked, the 'Clover Payment Processing' message along with the Cancel option appears. 
    1. When Cancel is clicked, this payment will be cancelled.
                

  3. When payment processing is completed: the Customer is choosing payment method… pop-up appears, along with Cancel and Type Card options.


  4. When payment is completed, it is reflected as Success.

Payment Failure

When payment is made via Clover and suddenly POS is offline, then once it is online it will be reflected in POS. When the Clover payment is not reflected in POS or payment missing (when online) then the Clover Failure Payment scenario occurs.
  1. The below example shows that partial payment is made for Clover and Clover (#) payment is made successful and 2 the second payment is shown as Pending, which means payment is not reflected in POS (possible the payment would have missed from POS offline to online state, or in case the payment itself failed in Clover device).

  1. In order to get the response, the Retrieve option is available only for Clover Failure Payment alone. When the Retrieve option is selected, the status of the payment will be displayed in the pop-up as shown below 
    1. Note: When the Status is Success then the Retrieve option will not be available.


  2. If a Failure Clover Payment is in progress (require reflecting in POS online) then the 'Payment in Progress', along with the Done button, appears.

  3. When payment is not yet complete on the Clover device but when attempting to delete the Clover pending payment, the pop-up message 'Payment In Progress' with the Done button appears.

  4. When a transaction is received by the Device: the payment is added with a status of Pending. If the transaction is a success, the pending payment changed to success.
    1. If the Device receives an error, the payment is cleared.

  5. When Retrieve is clicked and the payment is reflected in POS online then the message 'This may be a duplicate, do you want to accept this payment?' appears along with Yes and No options.
    1. If Yes is selected, the Pending status will be changed to Success (payment success).
    2. If No is selected, payment will be canceled (and the payment should be manually deleted).

  6. When Clover payment is chosen in POS: if the Clover payment is cancelled in POS then the 'Request Canceled' pop-up, along with the Done button, appears. When the request is canceled then the Clover failed/pending payment line item in description will not appear.

  7. When a Clover payment is cancelled on the device: the payment will not be reflected in POS. The Clover device cancellation will be done by clicking on Close icon on the device.
 

Note

  1. When POS is offline and payment is made through Clover and the same Offline Clover payment will be automatically reflected in POS when it is in Online.
  2. When attempting to Transfer any item (when there is Clover failure payment state) then the message 'Failure Payment(s) made on this check' appears.
  3. The POS won't allow another payment when any failure payment is present. The failure payment must be retrieved or deleted to proceed with further payments.
  4. When attempting to perform another payment during Pending status, the message 'Failure Payment(s) made on this check, try to retrieve the payment from POS by swiping failure payment' appears, along with the Done button.

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