The Dragon2000 Portal payment integration with Clover allows dealers setup with Clover to take card payments through their Clover card machines, and send paylinks to customers to pay their invoice / deposit payments online at their convenience.
Setting up the Clover Integration
If you are interested in using the Clover payment integration contact our sales team, they will ask Clover to contact you to setup your account. If you have requested card machines they will be sent to you directly from Clover.
Once the account with Clover has been setup, you can activate this in Dragon2000 Portal. To do this in Dragon2000 Portal go to Settings > Accounts Settings > Card Payments > Terminal Settings and click on the Link button. You will be directed to login to your Clover Account, once logged in, you will be asked to Connect to the Dragon2000 Clover Integration.
Click Connect. Once connected you will get a successful connection screen.
Your Clover account is now linked to your Dragon2000 Portal.
Setting up Clover Card Machines
- When you receive your card machines, ensure they are fully charged and connected to your WIFI network.
- Login to the card machine with your Admin code and look at the apps to see if Cloud Pay Display is on the card machine.
- If the app is not already loaded, click on App Market, then search for Cloud Pay Display and click on Connect.
- To add the Clover card machine to Dragon2000 Portal, go to Settings > Accounts > Card Payment> Terminal Settings, click on Add Card Machine, click on the Select a Terminal dropdown list to view all Clover card machine linked to your Clover account.
- Enter a terminal name and click on Add Terminal.
- If you would like to have the option for a receipt at the end of the payment via the card machine, you can tick the option Enable Paper receipt from Clover payment device.
- The Clover card machine is now setup.
Setting a default card machine for users
- To set a default Card Machine for a user, go to Settings > Users.
- Double click on the employee record and scroll down to Card Machine.
- Select the card machine name from the dropdown list
- Close the employee record and Save Changes.
Paylinks
Dealers using Clover can also setup Payment links, allowing you to send a payment request to customers via text or email, the customer can then pay via the secure Clover gateway and the payment will be integrated to Dragon2000 Portal.
To setup up Clover Paylinks contact Clover and request that you are enabled for payment links. Once Clover have actioned this you will need to email support@dragon2000.co.uk with your Clover ecommerce credentials, this should include your Store ID and Shared Secret.
Our technical team will then enable payment links in your DragonDMS.
Clover setup a separate account for online payments, so if you also process payments using Clover card machines you will receive separate pay-outs in your bank account, one pay-out for payments through your card machines and one for payments taken via online payment links.
All payments taken via Clover card machines and Clover payment links will be logged in your Clover Dashboard within DragonDMS.
Clover Dashboard
A new Clover Dashboard has been added for users to view all payments received via Clover and to process refunds back to cardholders if required.
To view the Clover Dashboard go to Accounts > Clover. Edit the date range at the top of the screen for the period you wish to view, there is a tab for payments, click on a payment to view additional details. Users with the permission to refund Clover payment can then refund from the button at the bottom of this screen.
There is a separate Refunds tab that will list all refunds that have been refunded back to the card holder.