The apps, Charge-to-Invoice, A-R Statements, & Payment-On-Account,

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

 

With the (3) RetailCP integrated apps, you do not need an external A-R accounts system.

Subject to approval, we plan to publish the Apps on Clover USA App Market by late July 2018.

 

( 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, by date range, or order no.

( 2 ) A-R Statements: Accounts Receivable Web-App.

  • Can process payments on Web-app & allocate against outstanding invoice balances.
  • Can generate PDF Statements & Aged-balance XLS reports.

( 3 ) Payment-On-Account, Clover station App.

  • Can process payments on Clover device-station & allocate against outstanding invoice balances.
  • Fully integrated with A-R (Accounts Receivable) Web-app

 

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 ( 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:

  • 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 ).

  • Can process payments on Clover device-station, & allocate against outstanding invoice balances.
  • This app is fully integrated with A-R Statements Web-app.

 

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 automatic access to 'Charged' order details.
  • 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.