Clover Flex terminals integrate seamlessly with DX1 and allow dealers to take credit card payments and issue refunds. The terminals are wireless, touch screen, include a receipt printer and support all the latest technology to ensure secure credit card processing.
In this document we will cover:
Clover Terminal Modes
Processing a Clover credit card Payment
Processing a Clover credit card Refund
Processing a Refund for a payment that was taken with your previous credit card system (only available for the first 90 days)
Clover Terminal Modes
The Clover terminal has two modes of operation:
Merchant Mode - In Merchant Mode, you can access the Bolt Admin Panel to manage Bolt application and terminal settings. You can also access the Android device settings.
Customer Mode - In Customer Mode, the merchant or customer can use the device to submit a payment.
Before you can process payments or refunds with a Clover terminal you need the terminal to be in Customer mode. To do this, from the Welcome page tap the “CUSTOMER MODE” button and then the “OKAY” button.
The terminal is now ready to communicate with DX1 and process customer payments.
Note: If you are prompted for a passcode the default passcode is 123456
Processing a Clover credit card Payment
Processing a credit card payment with a Clover terminal is just like any other Method Of Payment (MOP)
Select the Clover MOP
Enter the amount
Click Payment
DX1 will then connect to the selected terminal for that computer and you will see a “Confirm Amount” message popup on the terminal screen, click “CONFIRM”
You will then be prompted to tap swipe or insert a credit card
Once the card has been processed you will see the response in DX1
Processing a Clover credit card Refund
It is important to note that for Security reasons:
You can only refund payments that were previously processed with a Clover terminal.
If there were multiple credit card payments taken for an invoice you will be prompted to select which original payment(s) you wish to refund
If a payment has not yet settled your only option will be to fully Void the original payment and take a new payment to make up the remaining balance if there is one
To process a credit card Refund with a Clover terminal
Open the invoice
Enter a negative amount and click Payment, note the above noted constraints
If the original payment has settled and there was only one original payment it will be processed
If the original payment has NOT yet settled and there was only one original payment you will be prompted to confirm that you want to Void the original payment
If there were multiple original credit card payments you will be prompted to select which payment(s) you wish to Void or Refund
Processing a Refund for a payment that was taken with your previous credit card system (only available for the first 90 days)
As noted above for security reasons with the Clover system you can ONLY refund payments that were previously processed with a Clover terminal
When you first transition to the Clover system you may have cases where you need to process a refund for a Credit Card payment that was taken with your previous Credit card processing system
To handle this for the first 90 days you will be able to use the CardPointe Dashboard to process a negative credit payment. You will NOT be able to do this directly from DX1 or the Clover terminal, it has to be done in the portal
You will need access to the original credit card information to do this
Once the negative payment is completed you will need to manually enter the refund in DX1. In most cases you will want to set up special MOP (eg. “Manual Credit Card Refund”) for this so that you can track these during your Cashier Reconciliation process at the end of the day