Clover Flex Terminal

Kathryn Hamilton
Kathryn Hamilton
  • Updated

Overview: 

The CardPointe Integrated Terminal solution now includes Clover Flex devices for US merchants. The Clover Flex device provides a sleek and secure next-generation payment experience for your customers.

Stop! Have you configured the necessary Gingr settings for credit card processing? If not, click here!


This article includes:

Setting up the Device: 

Before you begin, ensure that you have your CoPilot equipment order email (titled "Your CardPointe Terminal Order Has Shipped!") handy. You'll need the Registration Code included in the email to register the device.

Important! If you did not receive your terminal registration code via email, contact our support team and we will get it for you! 

What's in the Box?

The Clover Flex includes:

  • Clover Flex Quick Start Guide
  • Charging cradle
  • Power cable
  • Receipt paper
  • Screwdriver
  • Preinstalled SIM card

Set Up Your Clover Flex

After you unbox your Clover Flex, do the following to set up and connect the device:

  1. Connect the power cable to the charging cradle.
  2. Place the Clover Flex on the charging cradle.
  3. Press and hold the power button until the Clover logo displays on the screen.

    The Clover Flex powers on and displays the Welcome screen.

  4. Select a language and press Set Language.
  5. On the Network screen, do the following to configure the device's network connection:
    1. To connect to a Wi-Fi network, tap Configure next to the Wi-Fi option, and select your network.

      Note: PCI compliance standards require the device to connect to a secure, password-protected network.
       
    2. To connect to an LTE network, tap Configure next to Mobile (SIM card).

    The device briefly displays "Successfully Connected to Server" once the network configuration is complete. The device then begins to download the CardPointe App and other required components.

    Once complete, the CardPointe app launches and displays the Terminal Registration screen. 

Register the Clover Flex

Once the Clover Flex setup process is complete, you must register the device with the CardPointe App to get started.

The first time the CardPointe app launches, it displays the Terminal Registration screen and prompts you to enter the registration code that you received from CardConnect to register the terminal. Before you begin, ensure that you have your order confirmation email and registration code handy.

Do the following to register the device:

  1. On the Terminal Registration screen, tap the empty field to open the keyboard.
  2. Enter the 8-digit Order ID provided in your welcome email, then tap Continue.

    The CardPointe app authenticates and registers the Clover Flex with the CardPointe service.
  3. On the Registration Complete screen, tap Continue to complete the device registration.
  4. The CardPointe app displays the Welcome screen. 

Note: If you encounter an error, tap the "Terminal registration failed" banner at the top of the display for troubleshooting information. Record the error codes in the event that you need to contact CardPointe support.

Configure Device Settings:

There are a few preferences that you can indicate for your CardPointe Clover Flex terminals, including whether to prompt the customer for the total and to take a signature. To set these preferences, in the Gingr app navigate to Left-hand Navigation: Admin » Credit Card Processing.

Important! The setting Charge Card On Terminal must be enabled to use your Clover with Gingr. 

Setting Description Helpful Hint
Name Give this terminal a name. This will display in the payment window when checking out. If you have more than one terminal, remove any confusion between the two by giving them names based on their location. i.e. 'Reception' and 'Curbside'
Status If enabled, this setting displays your terminal as an option when checking out in the cart. Do not adjust this setting unless you are retiring a terminal or have returned the terminal. Feel free to reach out to support if you aren't sure!
Do beep Should the terminal beep when the customer should remove their card?  
Allow Pin Debit Do Not Use  At this time, CardConnect does not allow pin debit on the CardPointe terminals, but they may build this in the future! 
Collect Signature Do Not Use   
Prompt Total If enabled, the terminal will ask the customer to confirm their total prior to inserting their card.
 		 If you are collecting tips, it will ask the customer to confirm their total 2x with this setting enabled. 
Custom Tip Amount If enabled, customers can enter their own tip amount rather than selecting a pre-determined percentage. If enabled, you can only have 3 set percentages under the Tip Amounts field.
Show Tip Bubbles When this setting is enabled, the terminal will display up to 4 touch-able tip bubbles to the customer.

If Custom Tip Amount is enabled, you can only have 3 set percentages under the Tip Amounts field.
Charge Card on Terminal Authorizes and charges cards on terminal.

Required for Clover. NOT required for any Ingenico device.
Print Receipt Enable this setting for Clover terminals to automatically print a payment receipt from the integrated receipt printer after payment is completed. 

Up to 80 characters of text on this receipt can be customized from Admin » Invoice and Receipt Options » Clover Receipt Custom Text. 

Using the Clover Flex CardPointe App:

The CardPointe app was installed during the device set up and activation process.

The CardPointe app supports has two modes of operation:

  • Merchant Mode - Merchant Mode is the merchant-facing interface. In Merchant Mode, you can access the Admin Panel to manage CardPointe application and terminal settings. You can also access the Android device settings.
  • Customer Mode - Customer Mode is the customer-facing interface. In Customer Mode, the merchant or customer can use the device to submit payment.

Note: To switch from Customer Mode to Merchant Mode, tap the 4 corners of the touch screen simultaneously. 

 

Launch the CardPointe App:

From the App Launch Screen (circle button at the bottom of the touchscreen screen), tap the CardPointe icon to launch the CardPointe App to begin accepting payments. Additionally, you can launch the Settings app to modify the device settings such as Network & Internet, Display settings, Sound, Accessibility, and more.

The CardPointe App initially launches in Merchant Mode and displays the Welcome screen. If the Clover Flex is connected to the CardPointe service and is ready to begin accepting payments, the status displays Connected. If the status displays Disconnected, the device is unable to communicate with the CardPointe service. Access the CardPointe Admin Panel to troubleshoot the network connection.

To begin accepting payments, tap the Customer Mode button. To access the Admin Panel to view or modify settings, tap the Admin Panel button.

 
Accepting Payments:

To accept payments, the CardPointe app must be connected to a wireless network, and must be in Customer mode. Once the CardPointe app is in Customer mode, your POS software sends and receives data using the CardPointe Terminal API.

The Clover Flex must be in Customer mode to accept payments. The device cannot communicate with your POS software when Merchant Mode is enabled.

It is strongly recommended that the device remains in Customer mode during normal operation. You can enable the Lock Customer Mode option to launch the CardPointe app in Customer mode. See Using the CardPointe App in Merchant Mode for more information.

 

Use the CardPointe App in Merchant Mode:

The CardPointe app initially launches in Merchant Mode. Merchant Mode provides access to the Admin Panel, a merchant-facing interface that you use to configure and troubleshoot the CardPointe app.

To switch to Merchant Mode from Customer Mode, tap all 4 corners of the touch screen simultaneously.

In Merchant Mode, you can access the Admin Panel.

The Admin Panel provides access to the following information:

 
Setting Description
Status Displays Connected if the device is successfully connected and authenticated to the CardPointe service, or Disconnected if the device is not connected to the CardPointe service.
HSN Displays the terminal hardware serial number (HSN). If you need to contact CardConnect for support, you will need to provide the HSN.
Lock Customer Mode Enabling this setting forces the device to startup in Customer mode. We recommend to leave this turned on so the device defaults to Customer mode upon each startup.
Contact Support Opens a browser window to the CardConnect Support Site.
CardPointe Properties Displays the CardPointe terminal properties.

This menu provides useful information for troubleshooting CardPointe application and device issues.
Internet Connection Displays the internet connection status and configuration.

Select Advanced Configuration to modify the network settings and other Android device settings.
Application Properties Displays the CardPointe app version as well as the Payment Card Industry (PCI) PIN Transaction Security (PTS) validation level. 
  

Troubleshooting the Device: 

How do I power cycle my device?

Remove the Clover Flex from its charging cradle or remove its power cord. Hold down the power button on the right side of the device for 32 seconds. After it turns off, press the power button again to restart the device.

 

I'm receiving an error when registering my device, what does it mean?

If you encounter an issue registering the device, ensure that your device is connected to the network. For network troubleshooting information, see Network Connectivity Issues.

If you receive one of the following error messages when attempting to register the device, do the following to resolve the issue:

  • Order not valid for the terminal

    Ensure that you entered the correct registration code when you attempted to register the device. Check your CardConnect Welcome Email to verify your registration code. If you no longer have access to the Welcome Email, contact CardPointe Support for help recovering your registration code.

  • Terminal already registered

    This error can occur when the device was previously registered but has since been reset to the factory configuration, and you are attempting to re-register the device. In this case, the device must be reinitialized.

    Do the following:
    1. On the Registration Failed modal, tap Retry to return to the Terminal Registration screen.
    2. On the Terminal Registration screen, tap the Go to Reinit message at the bottom of the screen to access the Terminal Reinitialization screen.
    3. Contact CardPointe Support to obtain a reinitialization key.
    4. On the Terminal Reinitialization screen, enter the reinitialization key.

If you receive any other error messages, contact CardPointe Support for assistance.

 

My device is experiencing network connectivity issues, what should I do?

If the device is experiencing network connectivity issues, do the following to troubleshoot the network connection:

  1. If the CardPointe App is in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
  2. In Merchant Mode, tap the Admin Panel button on the Welcome screen.
  3. On the Admin Panel, tap Internet Connection to view the connection status and properties. 
  4. To modify or reconfigure the network settings, tap Advanced Configuration to access the Android device network settings.

 

How do I lock Customer Mode?

When the Customer Mode Lock option is enabled, the CardPointe App always launches in Customer Mode. It is recommended that you enable Customer Mode Lock to ensure that the device is always in Customer Mode and connected to your POS application. To enable the Customer Mode Lock, do the following:

  1. If the CardPointe App is in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
  2. In Merchant Mode, tap the Admin Panel button on the Welcome screen.
  3. On the Admin Panel, tap the Lock Customer Mode toggle to enable or disable the option.

 

How do I switch User Modes?

The CardPointe App has two modes of operation, Customer Mode and Merchant Mode. to switch between the modes, do the following:

  • To switch from Customer Mode to Merchant Mode, tap all four corners of the touch screen simultaneously.
  • To switch from merchant Mode to Customer Mode, tap the Customer Mode button on the Welcome screen.

 

How do I reinitialize my device after a factory reset?

If you perform a factory reset on the Clover Flex, you will be prompted to register the device before you can launch the CardPointe app. 

In this case, the device must be reinitialized.

Do the following:

  1. On the Terminal Registration screen, tap the Go to Reinit message at the bottom of the screen to access the Terminal Reinitialization screen.
  2. Contact CardPointe Support to obtain a reinitialization key.
  3. On the Terminal Reinitialization screen, enter the reinitialization key.

FAQ:  

Can I re-provision my terminal to a different MID?

Clover devices are not able to be re-provisioned. When purchased from CardConnect, the MID of the facility is hard-coded into the terminal itself before shipping out to the location. If not purchased from CardConnect using Gingr's order form with your active MID, the terminal cannot be repurposed or linked to your Gingr account later. 

Can I use the CardPointe App for a tethered Clover Mini?

Currently, CardPointe does not support tethered Clover Mini configurations.

 

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