User Overview


 Welcome to RetailCP support for 'Charge-to-Invoice' App & A-R (Accounts Receivable)

&

the 'Payment On Account' app, which integrates with 'Charge-to-Invoice' Accs-R. 

 

The 'Charge-to-Invoice' App is suitable for any business that puts customers orders on 'tab',

  • You 'Charge Clover orders' on Clover station-devices.
  • This app allows you generate PDF Invoices for 'Charged Orders' by date range.
  • The Accs-R subscription web-app allows you process payments & to generate Statements.

 

Please download the PDF doc (Top right), which gives an overview of the 2 apps: 'Charge-to-Invoice' & 'Payment On Account'.

 

List of FAQ (Answers to frequently asked questions):

 

  • See the 'Support & FAQ' pages, top right of page.
  • We explain how to install Clover station app & set-up Customers on the Web-app.
  • Please email your questions to  app@retailcp.ie.

 

 

 

Clover 'Charged orders' & 'Payments' are fully integrated with our Accounts Receivable Web-app.

 

When you sign up for one of the Accs-R subscriptions, you get the web-app integrated Accounts Receivable system,

which allows you enter Payments & to generate Statemens & Aged Balances reports.

 

 

Must sign up for Accs-Receivable subscription on Charge-to-Invoice,

to be able to use 'Payment On Account' on Clover station-device.



       

Web-app sends Invoice & Statement PDF docs by email.

  • Each merchant can decide whether to send PDFs by email, or not.
  • Your Clover customers can have more than one email address.
  • App sends PDF Invoices and Statements to each email address on end-customers account.

 

 

App features added Wed 24th April 2019: Pay Online with Card OnFile

  • The cover emails with Invoices & Statements now include a [ Pay Online ] URL
  • Your end-customers who wish to pay you online by card, can select the [Pay Online] URL
  • This re-directs them to the secure 'Clover' First Data payment gateway

 

Customer Data Protection Compliance

  • The first time each customer uses the 'Pay Online' service,
    • they can choose to either "Save card details on file on web-app",
    • or they leave [ ] un-checked so that details are not saved.
  • The only details we save will be 1st 6-digits & last 4-digits of card.
  • In future, every time the customer makes an online payment, they can choose:
    • to 'no longer have card details saved on file'
    • Or card-holder-customer can change their card details, & Save or not save.

 

 

When card details are saved on file,

  • the next payment will be enabled without re-entering card details:


 

 

Automatic integration of Clover 'charged' orders into the Invoicing 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.

 

If you include Subscription for Accs-R, you get the integrated Accounts Receivable features:

 

( 2 ) Accounts Receivable & A-R 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 allow payments to be processed on a Clover station-device,
    • and saved automatically into the Charge-to-Invoice web-app accounts receivable (A-R) system.
  • This is not a stand-alone app.
  • Requires A-R subscription on 'Charge-to-Invoice' web-app.

'Payments On Account' app on Clover station-device,

  • Payments are processed against an Accounts Receivable balance.
  • 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.

 

( 4 ) Subscriptions based on Qty Invoice lines per month, & whether you include A-R Statements (Accounts Receivable) features:

  • ( 7 ) "Invoicing-only" subscriptions based on quantity of invoice lines generated each calendar month.
    • And
  • ( 7 ) "Accs-R & Invoicing" subscriptions which include Accounts Receivable & Statements features, in addition to PDF Invoicing'.

 

 

Charge-Invoice Web-app 'Invoicing-only' subscriptions. 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.

 

A-R (Accounts Receivable) subscriptions enable Statements & payments:

  • 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 .

Example:

  • ( Accs-R Invoice 3000 ), can process up to 3,000 Invoice lines per month
    • Each line represents an order line item from a Charge-to-Invoice Clover order.

 

For Detailed instructions on installing the Charge-to-Invoice application please see the Installation FAQ.

 

( 5 ) Charge-to-Invoice App features include:

  • At initial set-up, Web-App 'SYNC Customers' button will import all customers names, emails from Clover account.
  • 'SYNC New' button can be used in future,

  • The 'Sync New' button imports & 'activates' any new customers created or modified in previous 3 days (72 hours).
  • Web-app does not duplicate same 'First Name' 'Last Name' if they have same email & Tel no.

 

  • Can select 'Activate all' if most are regular customers who will 'Charge' their orders (for later invoicing)
  • but,
  • if you have a smaller number of customers who 'charge' their orders,
  • Can 'Disable all' and use [ Edit ] on each 'Charge' customer to mark those [Is Active].

 

Update May 15th. It is not necessary to mark customer as taxable or non-taxable:

  • If there are no taxes on Clover Charged Order receipts, we will match that on Invoice
    • No Tax on Receipt. Then no tax on Invoice that includes that receipt.

 

 

 

( 6 ) Each merchant can choose to set-up automatic discounts for regular repeat customers:

App uses Table of % discounts by ( 9 ) Customer Categories, by ( 9 ) Product ranges (Label-IDs).

If you wish to set-up automatic discounts for Charged Orders for regular customers.

You can allocate % discounts to existing Label-IDs (Product groups),

and assign a discount code (1 to 9) to each activated customer.

( See above 'Discount Category' [ 4 ]  & see Discount table below)

  • 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.

 

( 7 ) Optional 'Payments-On-Account' Clover station App subscription: USD $ 10 or Euro € 9 or GBP £ 8 per month rent.

In order to use the Payment On Account app, you need to first sign-up for one of the Accs-R Statement subscriptions on Charge to Invoice App.

Payments are processed against an Accounts Receivable (A-R) balance.

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.

See FAQ (Payment On Account Clover station app. How to install & process Payments on till).

 

 

Benefits of (3) apps: They are integrated. All transactions are linked between Clover & accounts web-app.

  • 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.