Settlement FAQs

how to set up auto batch settlement on clover mini

by Ona Reilly MD Published 3 years ago Updated 2 years ago
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To set up auto-batch/autodial or adjust the time for the batch to be settled follow these steps: Press Menu Button Press 4 for Host Settings

Full Answer

How do I set up my Clover Mini?

When the Mini powers on, a Clover logo appears on screen. Select the primary language to use for setting up your device and then follow the Setup Wizard instructions. Leave the Mini plugged into a power source for at least 30 minutes to allow the backup battery to charge. Unplug all cables from the hub.

Can the Clover Mini be used with Heartland retail?

The Clover Mini can be used with Heartland Retail as a payment device. The Clover Mini must be used in conjunction with another POS device like the iPad or a Mac/PC.

How do I get help with my Clover device?

The merchant id (MID) number on the device needs to match the device number in the clover.com account. If you need any help with the Clover device set up (outside of what is done in Heartland Retail) or use of the device, you can contact Clover Support directly at 844-864-5450.

Why is my Clover Mini not showing up in the dropdown?

Note: If you don't see your Clover Mini show up in the dropdown, it is most likely a problem with the configuration on the Clover Mini itself. Make sure that the device you are trying to connect is associated with the Clover.com account you connected to Heartland Retail.

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How do you batch a Clover Mini?

0:011:37SBGA - How to Clover a Batch on a Clover Mini - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou would press the view open tips button and then scroll through the receipts that do not have tipsMoreYou would press the view open tips button and then scroll through the receipts that do not have tips added and then add any necessary information to begin the closeout process.

Does Clover automatically Batch out?

No. By default, batches are set to close automatically, however you can manually close a batch if desired. Visit our troubleshooting guide for help manually closing a batch.

How do I batch out a Clover station?

0:010:50SBGA - How to Close a Batch on a Clover Station - YouTubeYouTubeStart of suggested clipEnd of suggested clipThe close out orders button in the top left corner of your screen a window. Will then open asking ifMoreThe close out orders button in the top left corner of your screen a window. Will then open asking if you are sure that you want to close out all orders touch.

Can you reprogram a Clover Mini?

As of autumn 2019, no. Processors cannot reprogram Clovers like they can with other machines. While the Clover POS can work with many different credit card processing companies, you can only accept payments through Clover with the company from whom you purchase it.

How do I print a batch total on clover?

0:211:43Clover Flex | Reporting and Previous Transactions - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo print a report hit the print button at the top right hand corner of the screen. As clover devicesMoreTo print a report hit the print button at the top right hand corner of the screen. As clover devices batch automatically at a.m. it will only go back to zero after the 24-hour.

What does closeout on Clover mean?

A feature of Clover is to automatically "closeout" your business' transactions at the end of each working day, ensuring your sales go into batches and into your bank account.

Does Clover take a percentage of tips?

0:293:07Clover POS Station - Closing Out and Adding Tips - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou will see the screen is split into two sections. No tip added will be on the top.MoreYou will see the screen is split into two sections. No tip added will be on the top.

How do you use a Clover Mini?

0:014:06Setting up Clover Mini - YouTubeYouTubeStart of suggested clipEnd of suggested clipTo power on your mini simply plug it in select the language for your setup. Then follow the setupMoreTo power on your mini simply plug it in select the language for your setup. Then follow the setup wizard to activate your device next we'll connect to your network.

How do tips work on Clover?

0:543:07Closing Out and Adding Tips on Clover pint of sale - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd administrators can view an input tips for any employees transactions. Using the drop down menu.MoreAnd administrators can view an input tips for any employees transactions. Using the drop down menu.

How do you reset a Clover Mini?

To perform a factory reset, start by opening the door found on the back of the device and removing the receipt paper roll; at this point you should see a green button on the right hand side. Press and hold the reset button for 15 seconds; this will trigger a reset.

What is the difference between square and Clover?

Square will help you save money if you really only need the most basic payment processing capabilities for your POS system, while Clover is best for businesses that are growing and need to manage multiple employees, as well as keep track of inventory and customers.

Who is Clover owned by?

FiservClover is owned by Fiserv, one of the largest payment processors in the world.

How do you do the end of the day on a clover card machine?

0:001:21Clover How to Print End of Day Report NOTE It Auto Closes at nightYouTubeStart of suggested clipEnd of suggested clipAnd it's gonna pop your report for the day if it's not for today for any reason. It says right hereMoreAnd it's gonna pop your report for the day if it's not for today for any reason. It says right here today. You can just tap on this. And you can select your day I think you can fit them. In.

What does open order on Clover mean?

A merchant will see the "open" Order and will be unsure if the Order is finished (the customer is done adding things to the order and just needs to pay) or if the Order is abandoned and the customer has no intention of coming back.

How do I get Clover reports?

0:112:39Finding Reports on Clover Dashboard - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo once you've logged into your dashboard. Click on reporting. And then change the tab here thatMoreSo once you've logged into your dashboard. Click on reporting. And then change the tab here that says today um this let's look up july of 2019.

What is Clover Flex?

The Clover Flex is a portable credit card machine that joins the existing Clover family, which consists of the Clover Station/POS system, Clover Mini, and Clover Go. It's offered by processors using the Fiserv platform. With a 5" screen and weighing just one pound, the Flex is designed for portability.

How to use the clover mini in Heartland?

In Heartland Retail, navigate to Settings in the top navigation menu and click "Credit Cards" on the left menu bar. Click on the location where you'd like to use the Clover Mini.

Why isn't my clover mini showing up?

Note: If you don't see your Clover Mini show up in the dropdown, it is most likely a problem with the configuration on the Clover Mini itself. Make sure that the device you are trying to connect is associated with the Clover.com account you connected to Heartland Retail. You may need to contact Clover support to confirm this. The merchant id (MID) number on the device needs to match the device number in the clover.com account.

How to install Cloud Pay Display on Clover Mini?

1. On the Clover Mini, navigate to the App Market icon and click on it. 2. In the App Market, search for and install "Cloud Pay Display" app, as shown below: Note: you must be logged in to the Clover Mini with admin permissions to be able to install the app from the app market.

Why can't I see the app market on my Clover Mini?

If you don't see the "App Market" app, it's because you are logged in as a user without sufficient permissions. 3. Once you have installed the app, you will see it in the list of apps on your Clover Mini: 4. Click on the "Cloud Pay Display" app to launch the app.

How to contact clover support?

If you don't believe you received this account set up email and you need the username and password, you can contact Clover support directly at : 844-864-5450.

Can you connect a clover mini to a computer?

The Clover Mini needs to be configured via the use of wifi or ethernet. Heartland Retail does not support a USB connection. Therefore, the Clover Mini should not be directly plugged into your computer. Install the Cloud Pay Display app on the Clover Mini. 1.

How can I set my test merchant's batch processing to manual OR automatic?

How can I set my test merchant's batch processing to manual OR automatic?

1 Answer

To toggle your test merchant’s closeout settings, please email [email protected] with your request.

Canadian Terminals

To set an automatic batch settlement, follow the instructions below. To remove the automatic settlement, the time should be set to "0000".

US Terminals

To set an automatic batch settlement, follow the instructions below. To remove the automatic settlement, the time should be set to "0000".

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