PDI. Payments-Debits-Invoice App on Clover station & Flex devices.
includes fully integrated Recurring Payments-Invoices-House Accounts (A-R) web-app:
Published early May 2020. Available for Clover merchants in USA and Canada.
View FAQs (Replies to Frequently Asked Questions) on top right.Select [?] button.
Email questions to firstname.lastname@example.org or request a call back.
PDI. Recurring Payments, Invoices & Statements for house accounts/repeat customers.
PDI app extends the features of Clover front-of-counter Point-of-Sale. See https://www.clover.com/
Allows Clover orders to be put 'on account' to be paid later.
Allows merchants process Cash, Card, Check payments on Clover POS and automatically update customer account balances.
We supply a fully featured PDI Accounts Receivable (A-R) web-app integrated with Clover POS.
Allows Clover merchants to:
Customise Invoice/Statement header & Logo. Can choose to include SKU-product ID.
Automatically general PDF Invoices & Statements end-week/end-month.
Allow customers create own online Portal account, to view Invoices, orders/payments history and manage own card-on-file.
Can agree Recurring payment contracts weekly/monthly: Pay Fixed amount Or ‘Pay-my-balance’.
All in one place. Accounts Receivable fully connected to ’Clover’ front-of-counter Point-of-Sale.
Merchants can schedule Invoices/Statements to generate automatically: Daily, Weekly, Monthly.
Can accept Deposit/Partial/Full/Advanced payments by Cash, Card or Checks.
Customer portal account automatically receives PDF Invoices/Statements. (No emails).
Customers can pay online via portal card-on-file.
Merchants will not need to use Quickbooks or any external accounts receivable system.
Because PDI integrated accounts web-app works better, does not need to SYNC (which Quickbooks needs)
Using PDI app on Clover with PDI web-app saves admin staff up to 4-hours per week.
Videos: See PDI app in action: Also useful for staff training.
[a] PDI app on Clover POS: [ https://retailcp.ie/pdi.mp4 ]
[b] PDI Payments/Orders/Invoice [ https://retailcp.ie/pdi_detailed.mp4 ]
[c] Customer portal : [ https://retailcp.ie/pdi_recurring_payments.mp4 ]
Businesses that allow ‘house account’ customers/members to pay later for goods/services.
Any business that allows customers pay a deposit on a project or an item or a service,
where final payments will be made over weeks/months.
Wholesale & Distribution. Builders/Plumbing/Electrical/Paint suppliers. Maintenance services.
Marinas/Boat storage-rental. Facilities Rental. Jewellers. Furniture. Wedding services. Photographer.
Medical-spa services (quantity of sessions). Optometrist. Dentists. Dry cleaners. Car wash for corporate accounts.
Bar-restaurants in Golf-Sports-Country clubs, where members have 'house accounts'.
Cafe-restaurants phone-in orders for Kerb-side pick-up and deliveries.
Use PDI app on Clover POS to process payments and orders:
Process customer payments ‘to account’ on Clover using ‘PDI’ app:
Take a deposit/advance payment.
Take partial or full payment of account balance.
Cash, Card and Check Payments are automatically allocated to customer ‘account’ balance.
Account balance is always up-to-date on Clover station PDI app and on web-app.
Clover ‘house account’ PDI order is processed fast & efficiently: Increases customer satisfaction:
Sale-Debit button to process orders for goods-services.
PDI redirects to Clover register. Enter items. Select [Pay].
Mark order as either a 'Debit' or 'For Invoice'.
'Debit' (add Clover order total to account balance immediately)
‘For Invoice’ (when customer needs a detailed PDF invoice that week or month):
Schedule Invoices/Statements to run automatically, Daily, Weekly, or Monthly:
Note 1. Subscription prices are based on quantity of PDF documents created per month:
Merchants can view subscription prices and top-ups on Clover App Market.
Each Invoice is  doc. Can have as many invoice lines with item details as you wish on one document.
Each PDF Statement is  doc from the below subscription credits-allowancs per month:
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.
Subscriptions to include Recurring payments for Starter, Medium, Large & Enterprise:
Clover AppMarket pricing displays 'R-xxx' to indicate quantity of Recurring payments per month.
Medium + R-100: 250 documents plus 100 Recurring payments . US $ 70. CAD $ 96.
Medium + R-250: 250 documents plus 250 Recurring payments . US $ 85. CAD $ 115
Note 2. Answers to frequently asked questions (FAQs).
Click on [ ? ] Support & FAQ, top right corner of this page:
Note 3. Installation quick start notes:
Sign up on Clover App Market. (See FAQ no 1). Can sign up for 30-day free trial .
(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 any one Clover device, must click on [Sync tender] button.
Please email any questions to email@example.com
Note 4. Quick start guide to enter PDI orders and payments on Clover device:
Can start a goods-services PDI order for 'house account' customer in two ways:
(a) Use PDI App, or (b) start with Customer/Register app
(a). Open PDI app on Clover device.
Search for an existing customer, or 'Create a new Customer' via the App:
Click on [Select] to view Tom Wates account balance (212.27),
which is always up-to-date with Debit & Payment transactions.
Select 'Sale-Debit' which re-directs to Register. Complete order.
PDI app redirects to Clover Register. Enter items as standard:
Select [Pay] button: Screen re-directs to PDI app.
Or, the 2nd way to start a house account order:
(b). Start with Clover Register or Customer app.
Complete order. Select [Pay]. Select tender type “PDI-Debit”. Screen re-directs to PDI app.
(c). Either of above ‘a’ or ‘b’ ways to start an order, complete order by choosing either ‘Debit’ or ‘For Invoice’.
(d). Always start a Payment transaction for a PDI ‘house account’ using the PDI app.
Select 'Payment' button.
App displays the balance amount as below:
Can mark payment as either 'Cash', 'Card' or 'Check'.
PDI app will automatically create a 'Clover register payment order.
Videos: See PDI app in action: Also useful for staff training.
[a] PDI app on Clover POS: https://retailcp.ie/pdi.mp4
[b] PDI Payments/Orders/Invoice https://retailcp.ie/pdi_detailed.mp4
[c] Customer portal : https://retailcp.ie/pdi_recurring_payments.mp4
Note 5. PDI web-app includes a Customer Online Portal, as shown in above video:
Clover merchants can 'Invite' end-customers to set-up a Portal account (by email via web-app)
End-customers create own user name/password to register their account.
'Portal' Customers can view their Orders, Payments and Invoices & up-to-date account balance.
They can choose to pay full balance amount or make a part payment.
These online payments are processed securely via First Data Clover (FISERV) payment gateway.
Note 6. Can create new 'Clover' customer using PDI app:
When using PDI App on Clover device, either search existing customer or create (add) a new customer.
Add/create a new customer using PDI App on Clover station:
Please email your questions to firstname.lastname@example.org .
To request a call back, please include Business name, Clover account merchant name, phone or cell no. Thank you.