User Overview


 

App name on Clover devices: Payments-Debits-Invoices App and 'PDI' for short name below & on Web-app .

 

Only on Clover app market,we re-named app to "Recurring Payments-Invoices-House Accounts" to improve search results.

 

 

All in one place: Merchants can manage house accounts with RetailCP Clover app & A-R web-app:

House account Clover orders & payments automatically saved into A-R (accounts receivable) web-app.

Invoices & account balance Statements for previous week or month are generated automatically.

Payments can be collected automatically from end-customer 'card-on-file' online Portal account

 

No more issues trying to save POS orders & payments into an external accounting package.

 

We make it easy to manage ‘house accounts’.

When Clover merchants use this app to manage house account orders, payments, Recurring payments & Invoicing

plus you use DAVO (Automated Sales Tax) Clover app,

then you will not need Quickbooks or any external accounts package.

Because both apps automate accounting processes, you will save hours of admin time per week.

 

 

(we refer to PDI app, short for "Payments-Debits-Invoices")

App is available for Clover merchants in USA and Canada.

App works on Clover Station, Mini & Flex (including Register Lite)

On top right select [?] (above "Support & FAQ) to get replies to Frequently Asked Questions.

Can download PDF 8-page user guide. Top right ->.

Please email to app@retailcp.ie with any questions, or to request a call back.

 

 

Business who give credit to House Accounts can benefit from this app:

Businesses who collect monthly or weekly recurring payments for services provided annually.

House account repeat customers who pay for Clover POS purchases end week or month.

Stores which give credit on items purchased with a downpayment & balance paid over a number of weeks or months.

 

 

Clover 'house account' orders are 'Paid' as 'Debit' or 'For Invoice' based on end-customer preferences:

 

Debit Orders: Add order total to house account balance immediately.

When customers need to know their 'balance' from day-to-day, but do not need detailed PDF invoice:

(App adds Clover order amount to account balance. Pay end week or month via app on Clover):

I.e.

Membership fees & Medical-spa & other personal treatments (Book-reserve 10-sessions. Pay per visit).

Boating Clubs & Golf clubs with bar-restaurants.

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

Laundry services. Repair shops for watches, computers or bikes.

Accountancy & Legal & Medical services.

 

‘For Invoice’ orders:  Wait until later to create PDF Invoice

For Customers who need detailed 'line item' PDF invoice end-week or month

I.e.

Wholesalers-Distributors: For Coffee beans ; Fish ; Machinery etc.

Building material & hardware stores, Electrical or Plumbing suppliers.

Boating Clubs & Golf clubs with bar-restaurants. (When customers need Invoice details for 'account' purchases)

Property maintenance companies. Services businesses.

Accountancy & Legal & Medical services.

 

 

Recurring Payments: (Pay fixed amount weekly or monthly automatically with card-on-file)

'Layaway payments': Pay deposit with fixed amount payments over a number of weeks or months until total is paid off.

Boat winter storage. Furniture storage. Document storage.

Property rentals.

Vehicle & Boat purchases: Cars ; R.V.s ; Vans ; Trucks ; Boats.

Annual Memberships: Clubs & associations

Annual services: Property maintenance. Rent payments.

High value retail purchases:

Jewellery; Furniture ; Medical-spa treatments ; Acupunture; Tatoo ; Dental treatment, Wedding events & Dresses.

 

 

App details and product-training videos:

Recurring Payments-Debits-Invoice App [ 'PDI' as a short name].

PDI App includes a fully integrated Accounts Receivable (A-R) online Web-app:

Orders & payments from app on Clover are automatically saved into A-R web-app account balances.

Can set schedule to generate PDF Invoices & Statements automatically, Daily, Weekly or Monthly.

End-customers can register for online Portal account to manage card purchases.

 

Three [ 3 ] product videos to show how app works on Clover device & on web-app & Customer Portal:

 

Video no 1 shows 'House account' orders & payments processed using the PDI app on Clover devices.

Open this in a new 'tab' [ https://retailcp.ie/pdi.mp4 ]

 

Video no 2 is suitable for staff training. Is a detailed version of video no 1, with added notes.

Shows orders & payments processed on app on Clover device and how to create a PDF Invoice on web-app:

Open URL in new browser window:   https://retailcp.ie/pdi_detailed.mp4 .

 

 

Video no 3 shows Web-app Accounts, Recurring card payments & Customer online Portal

Shows a Clover merchant inviting an end-customer to ‘Register’ for an online Portal account

Creating a Recurring Payment contract. End-customer accepting that contract on their Portal.

Open link in a new page: https://retailcp.ie/pdi_recurring_payments.mp4

 

 

Payments & Orders for 'house accounts' can be processed quickly using PDI app on Clover device:

Search for an existing customer, or 'Create a new Customer':

Click on [ Select ] to view Tom Wates account balance as below:

Account balance below ( $ 212.27) is always up-to-date with Debit & Payment transactions.

 

 

Select 'Payment' button to record Cash, Card or Check received from 'house account' customer:

Find Customer, click on 'Payment':

Choose 'Cash', 'Card' or 'Check' payment.

Take a deposit or advance payment 'on account'.

Take partial or full payment of account balance.

Customer account balance on web-app is immediately & automatically updated.

 

To enter a new 'goods-services' order, can start on Clover in two ways:

(1). Start with Register or Customer app on Clover device.

Enter items & click 'Pay' button:

Select 'Payments-Debits-Invoices' tender button.

App re-directs to 'PDI' screen, to choose either 'Debit' or 'For Invoice'

Or

(2). (When Clover staff know in advance that customer is a 'house account')

Start those orders by opening the PDI app on Clover device.

Select 'Sale-Debit' button.

App will re-direct to Clover register screen.

Enter order details for goods-services as normal.

 

Mark order as either a 'Debit' or 'For Invoice'.

 

How to choose 'Debit' or 'For Invoice' ?:

 

'Debit' Orders. For customers who do not need detailed Invoice. They prefer a Statement with dates & amounts.

Will always know how much the 'house account' owes ('Debit' balance is always up-to-date)

 

'For Invoice' (Invoiceable) Orders. For customers who require PDF Invoice later that week or month.

with Line item order details on PDF invoice doc,

Can create one invoice on demand, or

Can automatically schedule invoices for 'All account customers', Daily, Weekly. Monthly.

 

Video no 2 is suitable for staff training. Is a detailed version of video no 1, with added notes.

Shows orders & payments processed on app on Clover device and how to create a PDF Invoice on web-app:

Open URL in new browser window:   https://retailcp.ie/pdi_detailed.mp4 .

 

 

 

Two types of Recurring payment contracts:

[ 1 ] Annual charges paid Monthly or Weekly.

[ 2 ] 'Pay Balance' of whatever is owed 'on account' Monthly or Weekly.

Recurring payments are managed using 'card-on-file' on customer online Portal account.

 

See FAQ no 8 for detailed user notes

 

Customer Portal account:

End-customers can sign up for their own online 'Portal' account:

to view their own orders & payments,

can manage card-on-file and pay balance online,

to accept Recurring payment contracts.

 

Video no 3 shows Web-app Accounts, Recurring card payments & Customer online Portal

Shows a Clover merchant inviting an end-customer to ‘Register’ for an online Portal account

Creating a Recurring Payment contract. End-customer accepting that contract on their Portal.

Open link in a new page: https://retailcp.ie/pdi_recurring_payments.mp4


 

 

 

 

Subscription prices are based on quantity of PDF documents created per month:

 

Merchants will see these Subscription prices and choices when signing up on Clover App Market.

Each Invoice is [1] doc. Can have as many invoice lines with item details as you wish on one document.

Each PDF Statement is [1] doc from the below subscription credits-allowancs per month:

Subscriptions:

Starter: 50 documents. US $ 30 . CAD $ 40

Medium: 250 documents. US $ 60. CAD $ 80

Large:  1,000 documents. US $ 90. CAD$ 120

Enterprise: 2,500 documents. US $ 150. CAD $ 200

During busy months merchants can purchase top-up credits for extra documents

Top up 'Qty by Price' vary for 'Starter', 'Medium', 'Large' or 'Enterprise' subscriptions.

 

Each Starter, Medium, Large & Enterprise has extra subscriptions to include Recurring payments.

Clover AppMarket pricing displays 'R-xxx' to indicate quantity of Recurring payments per month

 

 

Answers to frequently asked questions (FAQs).

Click on [ ? ] Support & FAQ, top right corner of this page:

 

Please email your questions to app@retailcp.ie

 

Installation quick notes: Sign up on Clover App Market. (See FAQ no 1)

To get started, you can sign up for 30-day free trial on Clover app market, online dashboard:

(More Tools). Search for 'Recurring' or Payments' or 'Invoice'.

Select app: 'Recurring Payments-Invoices-Automatically'

 

When signed-up, the app named 'Payment-Debit-Invoice' will show on Clover station or Flex:

If not, re-boot Clover device.

First time to open app on Clover device, click on [Sync tender] button

 

To see detailed user video showing 'PDI' app on Clover device, processing orders & payments and creating a PDF Invoice:

Open in new browser window:   https://retailcp.ie/pdi_detailed.mp4 .

This is detailed and is suitable for staff training.

 

When PDI app opens on Clover device, can Search existing customer

PDI app searches the existing Clover Customers. (first 3 characters)


 

If customer is not yet on Clover, select 'Create Customer'. App will add a new customer to Clover.

 

Can start a PDI 'goods-services' order in two ways, whichever you prefer:

(1). Start with Register or Customer app on Clover device. After 'Pay' button, click on 'PDI-Debit' tender button.

Or

(2). Start those orders by opening the PDI app on Clover device. Select 'Sale-Debit' which re-directs to Register

    

When order details are completed, select [Pay] button:

(Clover order status is now 'paid' which updates Inventory)

Clover returns to PDI app screen below, for all PDI 'Goods-services' sales orders:

 


 

Example of PDF Invoice:

 

For merchants who need an added column (SKU Product ID), see FAQ no 2 "Invoice Settings".

Merchants can choose to add an SKU column to PDF Invoice & specify column header text-name.

 

Please email questions to app@retailcp.ie or request a call back. Thank you.