DragonDMS has an integration with Clover, which allows card payments to be taken through DragonDMS directly to a Clover card machine. Successful payments are automatically recorded in DragonDMS against the relevant record.
Contact our sales team to discuss setting up an account with Clover.
Adding a Clover card machine to DragonDMS
When you have a Clover account set up and your card machine has been despatched, contact our support team to advise and we will send you an email with an activation code. Once the link has been activated, follow this article to link your card machine to your DragonDMS. Setting up a Clover card machine in DragonDMS
Taking payments from DragonDMS via Clover card machine.
In a vehicle record, service record, parts invoice or accounts customer invoice, click on Payments, ensure the Use Card Machine option is ticked.
Then click Take Payment, the invoice total will be populated but can be edited if required.
Click on Take Payment, DragonDMS will send the payment amount to the Clover card machine (using the Cloud Pay Display app on the card machine).
Card holders can either tap, swipe or insert their card to process the transaction.
A message will then show in DragonDMS to indicate the payment was successful and the payment will be logged against the record.
Enter card details if cardholder not present.
If you are processing card payments over the phone, follow the steps above to send the payment amount to the Clover card machine.
When the payment amount is displayed on the card machine, click on More options, then click on Type Card.
Enter the card number, expiry date and CVV to process the payment as Card holder not present.
Reporting on DragonDMS payments taken via a Clover card machine.
All payment taken via a Clover card machine will record the name of the card machine that the payment was processed on. To view a report of all card machine payments taken via DragonDMS, go to Reports > General > Daily Takings Report
Enter the reporting date range, then set a filter as above. This will only display payments recorded in DragonDMS that went through a card machine.
You can save the above filter so you don’t need to enter the filter each time you wish to run the report.
Setting nominals codes for card payments taken via Clover card machine.
For dealers that integrate payments to Sage50, you can setup specific bank nominal codes for debit and credit card payments taken via card machines.
Step one: Create a new bank nominal code in DragonDMS settings > Accounts > Nominal Codes.
Add New Nominal Code, ensure that the word bank is within the description of the nominal code.
Step two: Set the new nominal against Card payment types.
Go to DragonDMS settings > System > Payments > Card Machine Payment Types. Double click on Credit Card and set the bank nominal for each department. Then do the same for Debit Card.
Processing payments via Clover card machine not through DragonDMS.
To take a payment via the Clover card machine for a transaction that is not in DragonDMS, you first need to exit the Cloud Pay Display app.
Your Clover card machine screen will look similar to the one below:
To exit this screen, simultaneously place a finger in each corner of the screen (this is easiest to do by using your thumb and index finger of both hands).
You will be taken back to the login screen, enter you pin and to get to the main menu. From here you can click on Sale, and manually process a payment.
