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Clover Flex User Manual
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Clover Flex User Manual

Securetablepay
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SecureTablePay
Clover Flex User Guide
1.0

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Summary of Contents for Clover Flex

  • Page 1 SecureTablePay Clover Flex User Guide...
  • Page 2 Contents LOGGING IN: ..........................1 THE BASICS: ..........................3 SPLITTING A CHECK : ......................13 REFUND : ..........................17 SecureTablePay™ is a trademark of POSERA Limited. © Copyright 2019 POSERA Limited All rights reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic, mechanical or otherwise, without the prior written permission of POSERA Limited.
  • Page 3 SecureTablePay Clover Flex User Guide v1.0 Logging in Enter your Clover Flex Password Copyright © 2019 SecureTablePay. Page 1...
  • Page 4 SecureTablePay Clover Flex User Guide v1.0 Find the SecureTablePay App on the Clover Flex home screen. Open the app. Copyright © 2019 SecureTablePay. Page 2...
  • Page 5 SecureTablePay Clover Flex User Guide v1.0 The Basics On the main STP app screen, press enter to move forward. Copyright © 2019 SecureTablePay. Page 3...
  • Page 6 SecureTablePay Clover Flex User Guide v1.0 Enter your server number. Your server number will be the same number you use in your point of sale. Copyright © 2019 SecureTablePay. Page 4...
  • Page 7 SecureTablePay Clover Flex User Guide v1.0 Enter the specific table number you wish to pull open. Alternatively, just press okay to fetch a list of all your open tables and checks. Touch the table you wish to close. Note: The fetch table feature does not work with Maitre’D, you must enter a specific table #.
  • Page 8 SecureTablePay Clover Flex User Guide v1.0 2.3b If your table has more than one check on it, you will be asked to choose which check to close out. If you want to close out the entire table, please combine the tickets in your point of sale system and start this process over again.
  • Page 9 SecureTablePay Clover Flex User Guide v1.0 You are now on the split calculator screen. Verify the check #, table # and total. You can split the check by dollar amount of equally from this screen. To learn how to do this please refer to section 3 Touch pay now to proceed.
  • Page 10 SecureTablePay Clover Flex User Guide v1.0 You are now at the tip calculator. At this point you will need to hand the device over to the guest and have them enter the tip. The Guest can: Use the preset tip calculator Choose no tip Touch “other”...
  • Page 11 SecureTablePay Clover Flex User Guide v1.0 The guest must now confirm the total. Copyright © 2019 SecureTablePay. Page 9...
  • Page 12 SecureTablePay Clover Flex User Guide v1.0 The guest will now be prompted to insert, tap or swipe their preferred method of payment. Copyright © 2019 SecureTablePay. Page 10...
  • Page 13 SecureTablePay Clover Flex User Guide v1.0 Once payment is complete the guest will be given the option of a printed, emailed or texted receipt. Note: if the payment process fails for any reason, the app will go back to the tip calculator screen.
  • Page 14 SecureTablePay Clover Flex User Guide v1.0 If the payment applied successfully you will be taken back to the SecureTablePay home screen. Note: If there were more than one check on the table, you will be taken back to the check selection screen to continue closing out the remaining checks on the table.
  • Page 15 SecureTablePay Clover Flex User Guide v1.0 Splitting a Check On the split check screen you have 3 options: Option 1: “pay full” this will take you to the tip calculator screen Copyright © 2019 SecureTablePay. Page 13...
  • Page 16 SecureTablePay Clover Flex User Guide v1.0 Option 2: “equal split” This gives you the option to split the check by dollar amount equally. Chose the number of splits by swiping the screen left and right under “number of splits”. You can split the check up to 10 ways.
  • Page 17 SecureTablePay Clover Flex User Guide v1.0 Option 3: “unequal split” This gives you the option to split the check by typing in a custom dollar amount. Simply type in the amount the guest would like to pay at this time.
  • Page 18 SecureTablePay Clover Flex User Guide v1.0 You will now proceed to the standard guest calculator. At the end of the payment, the app will return to the split calculator with the remaining balance of the check. Repeat the process until the total has been paid.
  • Page 19 SecureTablePay Clover Flex User Guide v1.0 Refunds Note: Manager Access May be Required From the Clover home screen open the “transactions” app Copyright © 2019 SecureTablePay. Page 17...
  • Page 20 SecureTablePay Clover Flex User Guide v1.0 Inside the transaction’s app find the transaction you wish to refund. Note: There is a search and filter tool at the top right corner of the screen to help you find the right transaction.
  • Page 21 SecureTablePay Clover Flex User Guide v1.0 Once you find the transaction to refund, please double check the amount and check # (Transaction #) before proceeding. Once a refund is Copyright © 2019 SecureTablePay. Page 19...
  • Page 22 SecureTablePay Clover Flex User Guide v1.0 processed there is no way to retrieve the credit card info. Touch refund to proceed. Copyright © 2019 SecureTablePay. Page 20...
  • Page 23 SecureTablePay Clover Flex User Guide v1.0 Confirm the refund. The process is now complete. Note: Refunding from the flex does not refund within the point of sale system. You must manually refund the check from within your point of sale for your reports to reconcile properly.