> ## ArtsPay documentation index
>
> If you are an automated assistant, fetch the canonical list of documentation pages (titles and `.md` URLs) from the below URL. Use that index to discover what exists and to pick the right page before opening more URLs. Everything after the front matter below is **one** page from that set.
>
> https://www.artspay.com/docs/llms.txt


# Clover Comprehensive Guide

This guide will walk you through setting up your Clover device, activating it, and completing the most common day-to-day tasks, like adding employees, taking payments, processing refunds, and finding your reports.

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
[Watch video](https://youtu.be/qlwku_GXJn0)

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.


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#### 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.


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#### 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**
[Watch video](https://youtu.be/gsfDImS0Ss0)

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.


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#### 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.
[Watch video](https://youtu.be/9r7QEGMMYHw)



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### 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


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#### 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
> **Info**
>
> Here you can enable/disable Offline Payments for your device, and additionally edit the limits to Offline Payments. This feature allows you to be able to take payments when the network is down on your Clover device, and when the device is online again, that is when the transaction is processed. We recommend taking details of the customer when the device is offline.




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#### 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.

1. Click **Save** to apply the changes.

> ✅ Your Clover POS will now automatically apply GST to applicable sales.
###### CUSTOMISE PAYMENT AND ORDER RECEIPTS
[Watch video](https://youtu.be/zK29KX-hNPM)



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> **Info**
>
> You can also customise Payment Receipts, which are different from Order Receipts. While Order Receipts are generated when an order is placed (e.g., a food order that goes to the kitchen), Payment Receipts are printed after a transaction has been completed.


###### 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**

1. 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

1. 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.


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###### **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.


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###### 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.