Dashboard:

The “Dashboard” section allows the merchant to monitor payments, successful, initialized or erred. The configured settings in the “Settings” section appear here and can be filtered on. Besides the configured settings, other fields can be filtered on (e.g.: Status, Creation date).

Filter by date and time and export

Select the desired period, both date and time
filter-by-datetime_select-filters

Push “Get Details” to refresh
filter-by-datetime_get-details

Export data
filter-by-datetime_export-visible-data

filter-by-datetime_export-result

Filter by date and time and column filters

Select the desired period, both date and time
filter-by-datetime-and-other_select-datetime-filters

Push “Get Details” to refresh. Add other filters.
filter-by-datetime-and-other_select-other-filters
filter-by-datetime-and-other_select-other-filters-result

Add some more filters
filter-by-datetime-and-other_select-other-filters-combined-result

 

Payments:

The “Payment” section allows the merchant to send payments to a Clover device. The configured settings in the “Settings” section appear here and can be filled in.

Using the “Send to Clover” button, the payment is requested to the selected Clover device. After the payment is sent, the logging box on the bottom allows the merchant to follow the status of the payment.

Using the “Cancel” button, the information filled in is reset to empty to start a new payment.

Make payment

Fill in information regarding payment. The amount must be a positive number, allowing 2 digits. The amount is indicated in $.

new-payment_fill-data

Push “Send to Clover” to start a payment request to the selected device

new-payment_submit-to-clover
new-payment_pending-payment

In case of a successful payment, the “Payment-Success” section is shown.
new-payment_success-payment

Export payment to PDF or copy parts or the entire payment to clipboard.
new-payment_success-payment-copy-to-clipboard
new-payment_success-payment-copy-to-pdf

 

Settings:

The “Settings” section allows the merchant to define custom settings for Clover payments. The settings configured here appear in the “Payment” section to be filled in.

Each setting is formed of name (e.g.: Device, Amount, Name) and value (e.g.: enabled/disabled or specific value). Settings Amount and Device are mandatory and cannot be deleted or deactivated. Devices setting has values filled in from Clover defined devices. Added settings can be disabled, in which case they remain configured, but do not appear on the “Payment” section to be filled in.
No matter what changes are done to the custom settings, the already made payments are not altered in any way. This means that any mistakes made in the settings page can be undone without loss of information about the payments already made.

Add a new setting

The newly added setting appears in the “Payment” section to be filled in during a payment request and in the “Dashboard” section for filtering purposes.

Push the “+” button
add-new-setting_push-add
add-new-setting_push-add-result

Fill in data for the new setting
add-new-setting_fill-in-data

Save new information
add-new-setting_saving
Wait for saving to finish
add-new-setting_saving-result

Remove a setting
The removed setting does not appear in the “Payment” section, nor in the “Dashboard” section. An important observation is that removing a custom setting does not delete any information associated with previously made payments. Example: if a merchant has 10 payments already made and decides to remove the “Name” field, the 10 payments will continue to have saved data called “Name” and is reported in the “Dashboard” section under the “Other” column.

Push the “-” button aligned with the setting to be deleted
remove-setting_push-remove-action
remove-setting_push-remove-result
Save new information
remove-setting_saving
Wait for saving to finish
remove-setting_saving-result
Disable a setting
The disabled setting does not appear in the “Payment” section, nor in the “Dashboard” section.

Push the checkbox aligned with the setting to be disabled
disable-setting_push-disable-action
disable-setting_push-disable-result
Save new information
disable-setting_saving
Wait for saving to finishdisable-setting_saving-result

 

If you have any other questions or comments please contact us at support@zoomifi.com