Start setting up your business by adding business details that help your Clover POS system run smoothly and efficiently.
Use the Clover Web Dashboard and the Setup app to get this done.
To add business details:
2. (Optional) Click Setup > Business Information.
Confirm the details for your business. Adjust your business hours here. If you want to showcase your logo on receipts, upload your logo here.
3. Click Setup > Orders. Tell your Clover system how to group items together, whether to allow notes, and whether the device screen should continue showing the same category after each order. Your choices here determine how employees build orders.
4. Click Setup > Order Receipts. Decide when and where to print order receipts and what your receipts will look like.
5. Click Setup > Order Types.
Create some order types, for example, Dine-In or To-Go. Each receipt will show the order type that servers select when they take the order. The Orders app can sort your orders by order type. Your sales reports will group sales by order type. Order types aren't available in Canada at this time.
6. Click Setup > Payments. Decide what types of tender you’ll accept. Decide whether you want to pre-authorize credit card amounts for customers who are running tabs, and how much to pre-authorize.
7.
Click Setup > Payment Receipts.
Decide what you want to show on the receipts you give customers after they pay, and when to print payment receipts.
8. Click Setup > Reporting.
Set up reporting times to start and stop collecting information for reports. Additionally, here's where you can choose when to report item sales, either at the time of the order or at the time of the payment (or refund).
9.
Click Setup > Taxes.
Apply your local tax rate as the default, and specify any other taxes as required.
10.
Click Setup > Tips.
Decide whether you want to ask for tips on the Clover device signature screen. If you do, you can set up four tip percentage suggestions.
11.
(Optional) For this step, go to a Clover device. On the Clover device, open the Setup app, tap Tips, and specify where you want tips to be entered, either on the tablet screen or the payment receipt. Also decide how you want tip suggestions calculated, either with or without taxe