Add Clover as a Payment Type
Introduction
Clover Connect Payment Processor Plugin is a software module that seamlessly integrates with Tagrain and allows you to offer a quick, seamless and secure payment experience to your customers.
Upon successful integration, cashiers can take credit and debit card payments from customers at the POS. This integration helps your cashier save the hassle of manually entering the amount and card details at the POS.
The Clover Connect Payment Processor plugin when subscribed to and activated allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers using the Clover Payment Device.
Available only for the USA and Canada, Clover Connect Payment Processor plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands using the Elavon Payment Device.
The Clover Connect Payment Processor plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription as the plugin is free.
After you subscribe to the Clover Connect Payment Processor plugin, you will have to map the Elavon Payment Processor Device to your POS terminal to be able to accept card payments.
Adding Clover Connect as a payment type in Tagrain is a three step process.
Step 1: Acquire the Merchant ID from Clover
Step 2: Create a payment type in Tagrain and using the Merchant ID establish a connection between Tagrain to Clover
Step 3: Map Clover Device to Tagrain POS
Prerequisites
- Procure / Obtain the Merchant ID and Password from Clover Connect
- Activate the Clover Connect Payment Processor Plugin
Add Clover as a Payment Type
Navigate to Home > Setup > Payment Type. The Payment List View Screen lists all the payment types.
Click the Add Payment Type button to create a new Payment Type. Specify a Name, Type, Display Order for the Payment Type like you would do for any other Payment Type. The name of the payment type that you specify in the Name field is displayed on the Web Register.
Click the Add Payment Type button and select CloverConnect as the payment type. Specify the name and display order and click Connect.
Note: You will see the Clover Connect in the Payment Type drop-down field only when you have activated the Clover Connect Payment Processor Plugin in Tagrain. See: Clover Connect Payment Processor Plugin Activation
Click the Connect button. This takes you to the Clover Connect’s Login Page. Specify the Merchant ID and Password (Provided by Clover) and click the Login button. This is done to establish the connection between your Tagrain account and your Clover account.
Upon successful handshake, Clover Connect is added as a Payment Type and would start reflecting in the Payment List View Screen.
Map the Clover device to Tagrain POS
Once Clover Connect is added as a Payment Type, you must map the Clover Device ID mentioned on the Clover device to the POS terminal on the POS setup screen.
Navigate to the Home > Setup > Store Management > POS and click the edit symbol next to the POS Register that you want the Clover Device to be mapped to.
Specify the Clover Device ID in the Payment Device ID field. This is done to ensure that Amount to Pay on the Web Register is reflected correctly on the appropriate Clover Device.
On your Clover Device, navigate to: Settings > About Device > Model & hardware, to obtain the Clover Device ID. The image below depicts the Model & Hardware screen on a Clover Flex Device.
Once the Clover Connect is configured as a Payment Type and the Clover Device is successfully mapped to a POS terminal, you should be able to collect credit card payments from your customers using a Clover Device. See: Collect Payment using Clover Connect Payment Type
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