User Overview


Coming soon: We plan to publish new App late July 2019, subject to Clover testing & approval.

 

Payments-Debits-Invoices-OnTab Accounts

(We can refer to 'PDI' app, for short.)

 

PDI App allows Clover merchants to manage 'house accounts'.

Frequent customers who regularly buy items or services:

  • Convenience stores whose customers pay end week, or 2-weeks, or monthly.
    • Each purchase is 'paid' very fast: Mark 'Pay' as 'Debit'.
    • Can pay advance deposit, and can 'pay balance'.

 

  • Services business whose customers put purchases 'on Tab'.
    • where customers need a formal invoice end week, or 2-weeks, or monthly.
    • Each purchase is marked 'paid' very fast: Mark 'Pay' as for 'Invoice'.

 

New customers who pay a deposit to order items or services:

  • Projects & events such as 'Weddings', 'Wedding dress', 'Custom furniture', 'Dental treatment', 'Contract work'
    • whose customers pay an advance deposit.
    • make 'partial payments' & will 'pay balance' at end of project-event.

 

 

The PDI Web-app is an online accounts receivable (AR) system connected into Clover:

  • Clover station Payments & Debit-Invoice orders are automatically posted-saved to 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-post payments manually using online Web-app.

 

Put Clover orders 'on Tab' for house accounts.

  • Mark Clover Orders as 'paid' as either 'Debit' or 'for Invoice'.

 

Can view customer accounts balances list on Clover station.

  • Can click on [Pay balance] app button & very quickly process that payment amount

 

On Web-app.

Can export customer balances list report to PDF or Xls using PDI Web-app.

Can generate PDF Invoices & Statements.

 

Planned features will include emailing Invoices & Statements to customers,

  • with end-customers can pay online with ‘Card Onfile’.

 

We will continuously improve the Web-app & will add features when 'several' merchants request them:

Please send enquiries to app@retailcp.ie with your name, phone no, and business website.

  • We can email & phone you to discuss which features you need for your business.

 

 

All Payments (Credits), new orders (Debits & 'for Invoice later') & 'ADD new customers'

can be done on Clover station, by using 'Payment-Debit-Invoice' (PDI) app:

 

Payment-Debit-Invoice (PDI) App. Select to open on Clover station-device:

Search existing 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:

 

 

Process a payment on Clover station using PDI App:

 

 

 

  • Select 'Payment' button:

 

 

 

 

To process an order & record it as either a [Debit] or [for Invoice]

 

Web-app is fully integrated with Clover orders marked paid using 'PDI' tender:

Order below was marked as paid 'for Invoice':

 

 

 

Orders that are marked 'for Invoice' on the PDI App on Clover station as above,

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.
  • Then 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 ] 

 

 

To view PDF Invoice docs for any customer, select that Customer & select 'Invoices':

 

 

 

Select 'Invoices':

Select the [PDF] button to open & view the Invoice:

  • or Cancel the Invoice:

 

 

 

Invoice 'Order ref' includes the order text-no entered (example below "invoice")

& with first 5-characters of Clover Order ID SQGEY below) within brackets:

 

PDF copy of Invoice is available any time now & in future, on your Web-app via PC-Laptop :

Open the PDF:

 

 

Below is the PDF when its opened:

 

 

 

 

 

 

 

You do not generate invoices for 'Debit' orders.

They are already 'debited' against customer's web-app account.

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

 

Can immediately generate a Statement to include this Debit.

 

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)

 

 

 

On Web-app can generate a list of 'ALL Customers' balances,

And,

Can generate a 'Quick Statement' 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.