Whether its a pandemic, juggling a life/work balance, or keeping track of employees and sales, we have come to depend on our phones. We use them for everything in our businesses – from communications, marketing, calendar events, emails – and now payments. More than just keeping track of how your businesses is doing at any given point in time, the Clover Go App now allows you take payments through your phone. Its like have the Clover Dashboard and the Virtual terminal in the palm of your hand. Keep up to date and now make sales with the Clover Go App.
KIS Payments can help you set up a Clover Merchant account that lets you take payments through e-commerce, online virtual terminal, in person and mobile payments and now – on your phone.
As a business owner, you’ve got a lot on the go. That’s why Clover is always thinking of new ways to help you streamline your business operations. We’re pleased to announce the launch of the new Clover Go app, making it easier to access the features you need most, from taking payments on the go to checking daily sales and reporting.
The new Clover Go app is available for download from either the Android or Apple app store and gives you quick access to many of the top features from your Clover Dashboard. With the Clover Go app you can take card-not-present payments, issue refunds, review real-time reporting and inventory, manage employees and more. All this from your mobile phone or tablet when you do not have your Clover device with you!
Key Features
- Take payments from your mobile phone or tablet
- Home screen with a snapshot of your sales and top performers
- Conveniently access real-time reporting any time, anywhere
- Manage your employees
- Manage inventory and edit items
- Get help or request a call from a Clover Specialist
Take Payments
The Clover Go app lets you take card-not-present payments from your mobile phone or tablet so that you never miss a sale when you are on the go.
Simply select “New Sale” on the bottom navigation and select the items your customer wants to purchase. View items as a list, view by categories, or even use the search bar function for easy access. Once you’ve selected all the items you wish to sell, select “Checkout.” The checkout page displays all items on your invoice along with your taxes and order total. From here, you can take your payment. Customers have the option to pay with a credit card or cash and you can send them a receipt by text or email.
Additionally, with the Clover Go app you can apply discounts to orders and conveniently issue refunds if needed. All your transactions and sales are synced with your Clover account and can also be viewed in the app or on your Clover Dashboard.
On the Clover Go Home Screen
When you log in to the app, the Clover Go home screen gives you a snapshot of your business’ net sales and transactions for the last 7 days, including daily sales, refunds, discounts issued, and any open orders on your account. The home screen also displays your top selling employees and their total sales for the last 7 days, as well as your top selling items by net sales.
The data presented on your home screen is permissions based, so if you have multiple employees accessing the app, you can easily change what they are able to view by changing your settings.
The bottom navigation menu helps you easily toggle between making a new sale, viewing your orders, and “More” where you can access more options for managing your employees, inventory, in-depth reporting, your close out and batch history, help, and account settings.
Access Real-Time Reporting
With the Clover Go app, you have convenient access to in-depth and real-time reporting so that you always know how your business is doing, wherever you might be. With the Reporting function you can see your sales overview, and even filter by date range, order or tender types, employees and more. The function also gives you the ability to view detailed reports on your best-selling items and top performing employees to help you gain insights so you can continue growing your business. With the app you can also conveniently view your monthly statements, daily batches and closing details.
Manage your Employees
Keep your employee information up to date with the Clover Go app. Get an overview of all your employees in one place, including employee shifts, your top performers, and their net sales. And, with the Employees feature you can easily add new employees or update information such as contact details, roles and permissions for your existing staff. All changes made will automatically sync with your Clover account and are visible through the Clover Dashboard.
Manage Inventory
In the Inventory section of the app, you’re able to see an overview of your top items by quantity sold and by net sales. View a list of all the items in your inventory, search for items, or filter by category. View your stock levels, add or delete items, and make changes to existing merchandise. The app allows you to update item details such as the item name, price, quantity, and if you want any modifiers associated with the item. You can also add or edit item categories to group similar items together.
Get Help
The Clover Go app gives you enhanced customer support and full access to our Clover help articles to help you troubleshoot any issues you may run into. Additionally, you can request that a Clover Specialist call you directly with the “Call me” feature. To get help, simply click “More” on the bottom menu, select “Help.” From here you can view Help Articles or select the “Call Me” option. Let us know what you need help with, enter your name and the phone number you’d like to be reached at, and within minutes a Clover Specialist will call you!
Get Started with Clover Go
KIS Payments can help you set up a Clover Merchant account that lets you take payments through e-commerce, online virtual terminal, in person and mobile payments and now – on your phone.
Contact Us to learn more & get started.
Call 888.484.3389 | or email Info@KISPayments.com
