Documentation

Clover Payments

⚙️ Step 1: Unbox Your Clover Terminal

Inside your Clover box, you’ll find:

  • 📦 Charging cradle
  • 🔌 Power cords
  • 🧾 Receipt paper roll
  • 💳 Clover Flex EFTPOS terminal
Setup Instructions
  1. Open the box and take out all components.
  2. Build the power cord using the included parts.
  3. Connect the power cord to a power source.
  4. Plug the power cord into the bottom of the charging cradle.
  5. Place the Clover Flex terminal onto the cradle — the light should turn green.

📱 Step 2: Set Up Your Device

You’ll need:

  • 📧 Access to your email address
  • 📶 Your Wi-Fi password (if using Wi-Fi)

⚙️ Setup Process

  1. Press the power button on the right-hand side of your Clover Flex.
  2. Wait for the Clover logo to appear — setup takes around 10 minutes (including updates).
  3. During setup, an activation code will be sent to the account owner’s email.
    • Each device has its own unique code .
  4. Enter the activation code, connect to Wi-Fi, and download software updates.
  5. Create a 4-digit passcode to unlock your device.

🕐 Pause here to complete setup before continuing.

💡 Step 3: Quick Tips

After setup, your Clover Flex will show several apps — just like a smartphone.

Here’s a quick setting to adjust before you start taking sales:

Turn Off “Employee Check In”
  1. Log in with your passcode.
  2. Open the Shifts App.
  3. Tap the ☰ menu (top left).
  4. Go to Settings.
  5. Uncheck ‘Check Ins’.

✅ Done!

Turn on “Quick Acess”
  1. Log in with your passcode.
  2. Open the Employees App.
  3. Tap the ☰ menu (top left).
  4. Go to Settings.
  5. Check ‘Allow Employees Access without Passcode’.

✅ Done!

👩💻 Step 4: Manage Employee Access

You’ll need your computer or laptop (we recommend Google Chrome or Mozilla Firefox ).

🌐 Access the Clover Dashboard
  1. Check your email for a Clover dashboard invite.
  2. Log in with the account owner’s credentials .
👥 Employee Roles
  • Admin – Full access
  • Manager – Can process refunds, view reports, manage most functions
  • Employee – Can only process payments

💡 Decide if you’ll use individual logins or one generic shared login (e.g. “Bar Staff”).

➕ Add Employees
  1. Go to Employees in the left-hand menu.
  2. Select Add Employee .
  3. Enter:
    • Full name
    • Phone number
    • Email address
    • Role (Admin / Manager / Employee)
    • 4-digit passcode (for device access)
  4. Repeat for each team member as needed.

Tip: Managers are often best set as Admins for full access.

💳 Step 5: Taking a Payment

🧾 How to Take a Payment
  1. Log in using your device passcode or select Quick Access .
  2. Tap Sales .
  3. Enter the amount to process.
  4. Select Pay and choose payment method ( Cash or Card ).
  5. Once complete, you can print or send a receipt digitally.
  6. Tap Done to finish.

💸 Step 6: Processing a Refund

(Admin and Manager access only)

↩️ How to Process a Refund
  1. Log in with your 4-digit passcode .
  2. Open the Transactions App .
  3. Select the transaction you wish to refund.
  4. Tap the red Refund button.
  5. Choose Full or Partial refund.
  6. Once complete, the refund will appear in transaction history.

📊 Step 7: End of Day Reporting

(Admin and Manager access only)

🧮 How to Print an End of Day Report
  1. Log in to your Clover device.
  2. Open the Reports App .
  3. Under Date Range , select Today (or customise as needed).
  4. Choose either:
    • All Devices (for combined reports), or
    • This Device (for individual reports).
  5. Tap the Printer App to print your End of Day report.

✅ You’re All Set!

🎉 Your Clover device is now ready to go!

If you need further help:

  • Refer to our Support Page
  • Or contact us anytime: 📧 support@artspay.com

Welcome to ArtsPay! 🌿