Void a Payment made using Clover Connect Payment (From the Payment Screen)
Introduction
Clover Connect Payment Processor Integration Plugin is a software module that seamlessly integrates with Tagrain and allows you to offer a quick, seamless and secure payment experience to your customers.
Upon successful integration, cashiers can take credit and debit card payments from customers at the POS. This integration helps your cashier save the hassle of manually entering the amount and card details at the POS. See: Features of the Clover Connect Payment Processor Integration plugin.
In this article, we will explain how to void credit and debit card payments done using Clover Connect.
Quote - The Clover Connect Payment Processor plugin when subscribed to and activated allows you to offer a quick, seamless and secure payment experience to your customers. Once set up, cashiers can take credit and debit card payments from customers using the Clover Payment Device.
Info - Available only for the USA and Canada, Clover Connect Payment Processor plugin allows you to accept normal and contactless NFC credit and debit card payments from all major brands using the Elavon Payment Device.
Note - The Clover Connect Payment Processor plugin comes free with Tagrain. Activating this plugin will have no impact on your existing subscription as the plugin is free.
Alert - After you subscribe to the Clover Connect Payment Processor plugin, you will have to map the Elavon Payment Processor Device to your POS terminal to be able to accept card payments.
Prerequisites
The only prerequisite to void credit and debit card payments using Clover Connect is to add Clover Connect as a payment type in Tagrain.
To Add Clover Connect as a payment type in Tagrain you must:
Step 1: Acquire the Merchant Id from Clover
Step 2: Create a payment type in Tagrain and establish the connection between Tagrain to Clover
Step 3: Map Clover Device to Tagrain POS
For more details, refer to the article: Clover Connect Payment Processor Integration Plugin Activation
Payment Type(s) are the different ways a customer pays for the purchases made on the Point of Sale terminal. Cash, Credit Card, Gift Card, On Account, Loyalty, Store Credit, etc. are some examples of Payment Types.
However, at times you may be required to void a payment type. For example while making payment a customer may change his mind and opt for a different payment method. This is simple, as the application allows the cashier to flip to a different payment method in a matter of seconds.
Note: You can only void a Clover Connect payment in case where a part payment is made.
Let us consider a similar transaction to demonstrate how to void a Clover Connect Payment.
Steps to void a Clover Connect payment
The steps to void Clover Connect payment are explained below:
For the purpose of this article, we are focusing on how to void a Clover Connect payment. Click HERE if you are looking for a detailed article on: Void, suspend and recall a sale in Tagrain
Scan a few products to the transaction grid and click Pay.
On the Payment Screen, click the Cards button, to receive the credit card payment via the Clover Connect payment processor.
In the Amount To Pay field specify the amount to be collected via Clover Connect and click the Cards button.
The payment authorisation request is sent to the Clover Device mapped to your POS register. Customer has to either tap, insert or swipe the card, and type the card pin number to approve the payment. Once the payment has been approved, you will see a prompt to select one of the three options.
- Print Customer and Merchant Copy
- Only print Customer Copy
- Don’t print anything on the payment device
Depending upon the selection made, a credit card payment receipt is printed on the Clover Connect device.
Since the customer has made a part payment the application would take you back to the payments screen to collect the balance amount $100. (Refer to the screenshot below)
Before the transaction is paid in full, the customer decides to opt for a different payment method. In this scenario, you can click the Delete symbol displayed against the row displaying the last four digits of the credit or debit card. This will void the Clover Connect payment.
In the article: Add Clover Connect as a Payment Type we have mapped all debit and credit cards payments to be collected via Clover Connect.
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