Welcome to your Clover Comprehensive Guide. My name is Vivian and I’m here to guide you and help set up your Clover devices. Let’s get started. Scroll below and follow the steps.

Set up employees & access levels

Creating employee profiles and assigning device access codes

1. Log in to your Clover Dashboard.
2. From the menu on the left-hand side, click on ‘Employees’.
3. Select ‘Add Employee’ on the main Employee page.
4. Enter the following details for each team member:
   • Full name
   • Phone number
   • Email address
   • Role within the business
   • Four-digit passcode (this is important for device access)

The four-digit passcode acts as the employee’s login code. It allows them to access their account on the Clover device as well as on the Clover Go app.

Modifying and adjusting employee access

1. In your Clover Dashboard, navigate to the ‘Employees’ section.
2. Click on the three dots on the Employee page.
3. Select the ‘Permissions’ tab.
4. Expand each category to adjust access levels. Click the pen icon to edit each task and manage employee permissions.

For example, you can limit manual refund access to Owners, Managers, or Admins—ensuring regular employees cannot perform refunds. You can also edit to allow employees to manage refunds too.

Enable Quick Access (and understand limits)

Adding Quick Access and functions/limitations on Quick Access

1. To add Quick Access, you need to disable the device passcode requirement.
2. Go back to the Employees section.
3. Click on the three dots on the Employee page.
4. Select Device Passcode.
5. Enable Quick Access by ensuring the circle is selected to allow unlocking Clover devices without a passcode.

⚠️ Quick Access allows faster access into the device without the passcode. You can take payments and make a sale, however you cannot perform a refund. You will need to log in with your passcode to perform a refund.

Taking a payment

Sales App

1. On your Clover device, tap the Sales app.
2. Enter the sale amount, then select either Cash or Charge.
3. If you select Charge, the customer can tap, insert, or swipe their card to complete the payment.
4. Choose the preferred receipt option (print, email, or no receipt).

Phone Sales App (card-not-present)

The Phone Sales App is used to take payments over the phone. Please contact our team if you need access to this feature.

1. On your Clover device, tap the Phone Sales app.
2. Enter the sale amount.
3. Tap Phone Sale and enter the customer’s address details.
4. Enter the card information: card number, CVV, and expiry date.
5. Tap Continue to process the payment.

Processing a refund

Transactions App

1. On your Clover device, tap the Refund icon.
2. Tap Past Payments — this will open the Transactions app.
3. Scroll through the list and select the transaction you want to refund.
4. Tap Refund.
5. To print a receipt, return to the transaction, tap Receipt, and select Print.

Dashboard

1. Log in to your Clover Dashboard.
2. Go to Sales Activity > Transactions > Payments.
3. Locate the transaction you want to refund.
4. Click Detail next to the transaction.
5. Scroll down and click Refund.
6. Enter the refund amount, then click Refund again.
7. Follow the on-screen prompts to complete the process.

You can filter by date, payment method, employee, etc., to find it more easily.

Orders App (Clover Mini POS)

Only applicable if you’re using a Clover POS with the Orders App.

1. On your Clover POS, open the Orders app.
2. Search for the relevant transaction or order.
3. Tap Exchange/Refund, then choose Refund Payment.
4. Tap the specific transaction, then select Refund.
5. Follow the prompts to complete the refund.

End of day reporting & settlements

Using the Closeout App on Your Clover Device

To close your daily sales, follow the steps below:

1. On your Clover device, tap the Closeout app.
2. You will see a list of the batches from the week.
3. Tap on the batch listing to view details.
4. You can print the listing by tapping on Print Totals Reports

A receipt will print automatically once the settlement is complete. This happens automatically, and you will not need to manually settle the machine.

✅ Performing a daily closeout ensures your sales are properly settled and processed.

Using the Reporting App on your device.

1. On your Clover device, tap the Reporting app.
2. You will see a Sales summary of your transactions processed.
3. You can print by tapping on the Printer icon.

You can filter by date, employees, order type and device (all devices or specific device)

Clover Dashboard - Finding your Merchant Statements

1. On your Clover Dashboard, go to Finances
2. Click on Statements
3. Click on relevant Merchant Statement report to download.

Clover Dashboard - Transaction Reports

1. On your Clover Dashboard, go to Sales Activity
2. Select ‘Transactions’

Here, you can filter by date, employee, online/offline, etc.

Additional tips

Clover Go (Tap 2 Pay) Tips

Clover Go - Settlement Report

1. Open the app on your iPhone, log in and go to ‘More’
2. Tap on ‘More’ and then expand Reports
3. Select Sales Report
4. Search for the relevant report.

You can filter by date, employees, order type and device (all devices or specific device)

The window will populate data with the relevant report

Clover Go - Finding your Transaction Report

1. Open the app on your iPhone, log in and go to ‘More’
2. Tap ‘Sales Activity’, then select ‘Transactions’

Here, you can filter by date, employee, online/offline, etc.

This will show you the Number of Payments (Transactions) and Total Payment

Clover Flex Tips

Turning off pop ups for Employees

1. On your Clover device, go to the Shifts App
2. Click on the Hamburger Menu Icon on the Top Left
3. Tap on Settings
4. In Settings, uncheck the box for ‘Check Ins’

Adjusting Screen Time and Brightness

1. On your Clover Device, go to the Main Page
2. Tap on Device Settings
3. Select Display
4. Select ‘Screen Time and Timeout’ to adjust Screen Time and select ‘Brightness’ to adjust the brightness of your device

Shorten your receipt length

1. On your Clover Device, go to Setup Apps
2. Select Payment Receipts
3. Check box that says Print Compact receipts

Additional Dashboard Tips

Setting up Offline Payments

1. On your Clover Dashboard, click on the Setting cog on the right hand corner
2. Scroll down and view all settings
3. On the Transaction category, select Payments

Additional Point of Sale (POS) Tips

Adding GST (Tax Rate) via Clover Dashboard

To add a 10% GST to your POS system:

1. Log in to your Clover Dashboard.
2. Click the Settings cog in the top-right corner.
3. Scroll down and click All Settings.
4. Under Business Operation, select Tax and Fees.
5. Click Add Tax Rate.
6. Enter the tax details:
   • Rate: 10%
   • Label: GST
   • Tick the box for Default Settings to apply GST to all items by default.
7. Click Save to apply the changes.

✅ Your Clover POS will now automatically apply GST to applicable sales.

CUSTOMISE PAYMENT AND ORDER RECEIPTS

Configure Payment Receipt

1. From your Clover Dashboard, click the Settings cog in the top-right corner.
2. Select View All Settings.
3. Scroll down and click on Payment Receipts.

Editing Payment Receipt Preferences:

1. Click Edit in the Payment Receipts section.
2. Customise options such as:
   • Automatically print merchant receipts after each order
   • Skip receipt printing and start the next transaction immediately
   • Automatically mark items as printed
   • Add a custom logo or image to the receipt
   • Edit the receipt header and footer text (e.g., business info or thank-you message)
   • Enable additional display preferences like:
     • Show cashier’s name
     • Group items by guest
     • Display business website
3. Click Save.

✅ Customising your payment receipts ensures that both you and your customers receive the right level of detail post-transaction, with branding and information tailored to your business.

Configure Order Receipt

Follow these steps to customise how your order receipts appear and print:

1. Log in to your Clover Dashboard.
2. Click on the Settings cog in the upper right-hand corner of the screen.
3. Select View All Settings.
4. Scroll down and click on Order Receipts under the settings menu.

Once inside the Order Receipts settings:

1. You can manage printing preferences such as whether a manager passcode is required to reprint receipts.
2. Click Edit to customise your receipt layout and preferences, including:
   • Receipt font size (e.g., Large)
   • Whether to display order numbers
   • Whether to include notes
   • Show or hide modifier groups
   • Grouping line items on the receipt
   • Using alternative inventory names (e.g., a back-of-house name different from the customer-facing one)
   • Display a barcode on the receipt
3. Click Save.

✅ These settings help you tailor what information is shown on both customer and internal order receipts to suit your business needs.

CONNECTING YOUR ORDER PRINTER TO YOUR DEVICE

Make sure that your Order Printer is connected to the same Wi-Fi as your Clover device

Follow these steps to set up your printer and link it to your Clover device:

1. Make sure your Order Printer is connected to the same Wi-Fi network as your Clover device.
2. On your Clover device, open the Printers app.
3. Tap the green ‘+’ button to add a new printer.
4. Choose whether the printer will be used as an Order Printer or a Payment Printer.
5. Select the Printer Label you want the printer assigned to (e.g., “Kitchen” or “Counter”).
6. Test the setup by printing a Test Receipt or firing a Test Order.

✅ Your Clover device and printer are now linked and ready for use.

HOW TO REMOVE MODIFIERS FROM PAYMENT RECEIPTS

Modifiers are options (e.g., “extra cheese” or “no onion”) that appear on receipts. You can choose to hide them if you don’t want them on your payment receipts.

To Hide Modifiers on Receipts:

1. Click the Device Settings cog in your Clover Device.
2. Scroll down and click Payment Receipts.
3. Click Edit.
4. Scroll to the Modifier Display section.
5. Untick the box for Show Modifiers on Receipts.

✅ Modifiers will no longer appear on your printed or digital receipts.

HOW TO TURN OFF QR CODE PAYMENTS

By default, Clover may display a “Scan to Pay” QR code on customer receipts. You can turn this feature off in your payment preferences.

To Disable QR Code / Scan to Pay:

1. Log in to your Clover Dashboard.
2. Click the Settings cog in the top-right corner.
3. Select View All Settings.
4. Under Payments, click Payment Preferences.
5. Scroll to the Scan to Pay option.
6. Toggle Scan to Pay to Off.
7. Click Save.

✅ The QR code will no longer be displayed on customer receipts.