User Overview


 Welcome to RetailCP support for Charge-to-Invoice & Payment On Account apps. 

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.

In addition to the user notes below, we provide replies to Frequently Asked Questions on the 'Support & FAQ' pages.

This App features have been fully tested satisfactorily and published & available to use as of 14th Nov 2018.

This app has been prepared for USA market & has been fully tested since early 2018 in a USA paint store.

We plan to launch the UK-Irish (VAT tax) version in early 2019.

The Apps are suitable for any business that puts customers orders on 'tab', to be invoiced & paid for later.

With these RetailCP integrated apps, you do not need an external A-R accounts 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.
  • 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 & 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 is to take in payments on a Clover station and to save the details automatically into the Charge-to-Invoice web-app accounts receivable (A-R) system.
  • The Payment On Account app is fully integrated with A-R (Accounts Receivable) Web-app.
  • This app is not a stand-alone. You can only use this app when you have already signed up for an Accs-R subscription under Charge-to-Invoice App.
  • I.e. You need to first sign-up for one of the Accs-R Statement subscriptions on Charge to Invoice,  before you can use the Payment On Account clover station app. (The Reason is that 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, and with-or-without A-R Statements features:

  • Four Invoicing subscriptions based on quantity of invoice lines generated each calendar month.
  • Plus four more options when you include A-R (Accounts Receivable) Statements features with invoicing.

  • With the basic Invoicing subscription, can generate 300 invoice lines per month.
    • and can export reports: 'Invoice List' & 'Charge-Invoice-Orders list.
  • With A-R Statements 'extra' subscription,
    • you can process Web-app payments against invoices
    • and can generate Aged Balance Statements & Reports.
    • Note: You will need a A-R subscription to use the Payment On Account app. See notes below.

 

 

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
  • Set up Clover Inventory Label-IDs with Discount % names (I.e.  Ten 10% discount )
  • Enter 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, basic subscription (INVOICING), 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.

Extra subscriptions:

4. Charge-Invoice Web-app (A-R Statement) subscription, can process payments & generate PDF Statements:

  • 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: $ 10 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. (The Reason is that 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).

  • 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:

  • 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.