Should you decide to cancel your account, please get in touch with Clover Connect for the cancelation of their services. See the help article Get the Most Out Of Your Clover Connect Integration for more details. You also have other options with your Clover Connect merchant account, such as the ability to accept credit card payments in person and set up recurring payments. For more details, see the help article Accepting Credit Card Payments on Customer Invoices. You are now all set to start receiving credit card payments when you email your customer invoices. Four ways to access InvoiceASAP From your Clover device, download from the App Market Log in from InvoiceASAP Dashboard. Recording Credit Card Transactions – Choose the asset account to record credit card payments. When a customer has paid an invoice with a credit card, Patriot will automatically record the invoice payment for you.Receive notifications of successful credit card payments? If you want to receive an email from Patriot each time a customer successfully pays an invoice with a credit card, mark “Yes.”.You can also do the reverse and mark this “No” here on Transaction Settings, but change it to “Yes” in individual invoice emails as needed. If you don’t want to show the credit card payment link on an individual invoice, you can change this to “No” on an individual invoice.

Automatically add credit card payment link to all emailed invoices? When you mark this “Yes,” this option will be pre-filled to “Yes” when you email each invoice.Keep the Accept Credit Card Payments set to “Enabled.” You can disable this later if you want to stop accepting credit cards. Go back to Settings > Accounting Settings > Transaction Settings > Credit Card Payments Finish Your Credit Card Settings in Patriot SoftwareĪfter your account with Clover Connect is active, you must finish your credit card payment settings here in Patriot Software. You can keep track of the credit card payments customers have made, the funding to your bank account, and any credit card fees you have paid in the portal. Once approved through Clover Connect, you will be given a login to a separate Clover Connect portal. Click “Go To Clover Connect.” You’ll be sent to Clover Connect’s application.Click the link “Learn how to accept credit card payments from your customers.”.Go to Settings > Accounting Settings > Transaction Settings > Credit Card Payment Settings.The link to the Cover Connect application is conveniently located in the software. To accept credit card payments in Patriot’s Accounting Software, you must apply for a separate Clover Connect account. Clover Connect will deduct these fees directly from your account. However, Clover Connect does have a “per transaction” fee schedule based on the credit card type. Patriot Software does not charge any fees to accept credit card payments. If you have questions about setting up a new or existing merchant account, you can reach Clover Connect Support directly at 87. Patriot Software has partnered with Clover Connect, a third-party payment processor, to provide you and your customers with a seamless payment experience. Learn how in Print or export invoices in Wave.Accounting Training Setting Up Credit Card Payments in Patriot’s Accounting Software BackgroundĪs an Accounting customer, you have the option to offer payment of your customer invoices by credit card. If you wish to retain them for your records, make sure to export the invoices before deleting them.

The changes are also saved under your business profile (if you update your business information), and under the customer's profile (if you update the customer’s details).ĭeleted invoices cannot be recovered. If you choose to update your business information or your customer’s details from an invoice, the changes will apply to all past invoices.

To delete, select Delete from the menu, then in the pop-up window, click Delete again to confirm.

To edit, select Edit from the menu, make the required changes, then click Save and Continue.

Click the dropdown arrow to the right of the invoice.

Locate the invoice or search using the filters above your list of invoices.

directly from the Instinct Invoice using their Clover (Gravity) device.

On the left navigation menu, click Sales & Payments > Invoices. Use this helpful guide to learn how to build/edit invoices, document payments.

Edit or delete an invoice in your web browserĮdit or delete an invoice in the Wave mobile app Edit or delete an invoice in your web browser

Clover invoicing