User Overview


Coming soon:

We plan to publish new 'PDI' App late Sept or early October 2019, subject to Clover USA testing & approval.

 

Payment-Debit-Invoice (PDI) App allows Clover merchants manage 'house accounts'.

For Clover merchants who have ‘house’ accounts & need to put orders on tab:

 

All customer orders & payments can be processed using 'PDI' app on Clover station, Mini & Flex:

  • Can search for existing customer or ADD new customer

 

On Tab Orders for goods & services:

 

Orders can be assigned as ‘Bill-to-Debit’

so that each order amount is added to customer A-R balance immediately.

 

 

Or,

Orders can be assigned as ‘Invoiceable’,

so that a PDF invoice can be generated with line items end week, or end month.

 

Process payments via PDI app on Clover station or Flex:

  • Take a deposit or advance payment.
  • Take partial or full payment of account balance.
  • Customer accounts receivable (A-R) balance is automatically updated.

 

End-customer can pay online using PDI 'Customer portal'

  • PDI app processes online payments securely via First Data Clover payment gateway.

 

 

PDI app includes our fully integrated accounts receivable (A-R) online web-app,

 

  • to generate PDF Invoices & Account-balance Statements
  • In addition,
  • End-customers can choose to sign-up for online Customer Portal account

 

With PDI App on station-mini-Flex & PDI online A-R app, you do not require an external A-R package.

 

Can check account balance on Clover station or Flex

  • PDI App on Clover device is always in sync with PDI web-app A-R

 

 

When you are ready to sign up for & test PDI app for 30-day free trial,

please review the PDI user notes & (FAQs) Frequently Asked Questions:

On top right of this page, please select [ '?' ] above 'Support FAQ':

 

 

 

Payment-Debit-Invoice (PDI) App on Clover station-device:

Select & open app-icon on Clover station-device:

Search existing customer on Clover or create (Add) a new customer.

Select [GET BALANCE] button to view customer's account balance:

 

 

Add a new customer using PDI App on Clover station:

 

 

Pay a balance for an existing 'PDI' house account customer:

 

 

Can process all Debit & Payment orders using PDI app on Clover station:

  • Devices can be Clover Station, or Mini or Flex
    • (Not possible on Clover Go)

 

 

Can process a Clover 'debit' order as either a [Debit] or [for Invoice]

 

 

Process a payment on Clover station using PDI App:

  • Select 'Payment' button.
  • PDI app displays the balance. Either edit that amount or pay full amount.
  • Choose payment method: 'Cash', 'Card' or 'Check'

 

 

 

 

 

Web-app (AR) Accounts Receivable is fully integrated with Clover orders processed using above 'PDI' app:

 

The PDI app includes a fully integrated Web-app online accounts receivable (AR) system

  • Web based accounts app is connected into Clover orders.
  • Clover station Payments & Debit-Invoice orders are automatically saved to Web-app customer account.
  • Saves time. No double entries. Accurate.

 

Can process payments & advance deposits against an account balance:

  • Take payments via Clover stations-devices. App auto-saves to Web-app accounts.

or

  • Record check payments & bank lodgements manually using online Web-app.

 

 

On Web-app can generate PDF Invoices & Statements.

 

Customer portal allows end-customer view all previous PDF Invoices & Statements by month.

 

 

Steps to process Orders as 'Invoiceable' & later generate an Invoice:

  • see FAQ no 3 for detailed notes on how to generate PDF Invoices

 

Orders marked 'for Invoice' on the PDI App on Clover station as below,

They will be available on the Web-app as 'Invoiceable':

 


 

  • 'Invoiceable' orders are not yet 'Debits' on customer account.
  • They need to be included in an invoice.
  • The invoice total will show as one 'Debit' transaction on Web-app account.

 

 

Tick the box beside the orders to be included in next invoice:

 

 Select button [ Create Invoice ]

   

When that is selected, app quicky shows [ Invoice created ] 

 

Below is the PDF Invoice, showing inventory line item & qty from Clover 'Invoiceable' order:

 

 

 

For orders marked as 'Debit':
 

'Debit' amount & order ref are immediately recorded by PDI App on Web-app 'house account:

The Clover order amount is immediately 'debited' against customer's web-app account.

 

Can immediately generate a customer account Statement showing 'Debits, 'Payments' & 'Balance':

Statement will include all Credit & Debit transactions during the month selected:

  • Can select the month for a Statement (month just gone or some previous month)

 

Below is the PDF Statement, showing above 'Debit' order & amount:

 

On Web-app can schedule that Invoices for 'ALL Customers' will be generated automatically:

  • Merchants can specify one of more days of month (1st & 16th am) to invoice all 'Invoiceable' Orders.
  • Or can specify weekly & which day of week
    • Orders previously billed will not be included
  • Task will be completed early am after midnight Pacific Time & before start of business day East Coast time
  • PDF Invoices will be automatically saved to each customers record
  • PDFs will be available for download by end-customer using own Customer online portal account.

 

For once-off Customer requests, can generate an invoice to include one or more 'Invoiceable' Orders.

Can select 'Quick Statement' to be immediately generated in PDF or XLS format for one customer:

 

Below is a PDF doc showing balances list for ALL Customers:

 

Below is an XLS balances list for ALL Customers:

See above that Web-app list will include 'Business name' if that was entered on Clover end-customer record.

 

 

 

Goods & services businesses whose customers need detailed PDF invoice doc:

  • On PDI online web-app, you can generate a PDF invoice at end week, or 2-weeks, or monthly.
  • with inventory line item, qty & price from 'on Tab' orders:
  • For those customers, mark paid order as 'Invoiceable'

 

  • If customers need balance on account to always be up-to-date,
    • then on Clover device PDI app, mark order as 'Debit'.

 

Example: For a customer with an existing 'Debit' balance on account,

  • When next order is put on tab as a 'Debit'
  • PDI App instantly updates customer's A-R balance to include that Debit order amount.
    • i.e. Clover PDI Debit orders are updated in real-time on A-R on web-app.
    • (Works for a customer in store,
    • or a Delivery driver with a Clover Flex, or service contractor with a Flex).

 

  • Take payment on Clover device PDI app.
    • Select PDI app [Pay Balance] button to take a payment for new updated balance.
    • App allows choice of Cash, Check or Card
    • PDI App on Clover device instantly updates Web-app customer account balance

 

Coffee shops at work locations, hospitals, offices, factories:

  • where regular daily customers prefer not to use card for every purchase:
  • Each purchase is processed very fast.
  • Simply click on 'Pay' & mark order as a 'Debit'.
  • Can process customer advance payment-deposit, or 'Partial payment' or 'Pay full balance'.
  • Account balance is always up-to-date (Debits, minus Payments = Account balance).

 

Events for association members who pay at the end of 2-3-or 4 days for goods or services:

  • Events where visitors-clients pay registration fee & put items & meals on tab.
  • At end of 2-3-or-4 day event, customers can pay balance via PDI at Clover device or via online customer portal.

 

New customer projects, which require a deposit when ordering goods or services:

  • Projects such as 'Weddings', 'Wedding dress', 'Custom furniture', 'Jewellery', 'Dental treatment',
  • Home & office maintenance services (Plumbing, Electrical, Repairs, Decorating)
    • whose customers pay an advance deposit & make 'partial payments'
    • Who will 'pay balance' at end of project.

 

Please email to app@retailcp.ie with any questions which are not explained in the FAQ section.

If you wish to receive a call back, please include your phone or cell no. Thank you.