Article Contents:
This Clover Flex User's Guide provides an overview of the device's features, setup process, and troubleshooting. The Clover Flex offers secure payment capabilities, including support for various payment methods and built-in receipt printing. The guide covers network requirements, setup steps (unboxing, connecting to Wi-Fi or LTE, and registering with CardPointe Integrated Payments), and using the device in Merchant Mode and Customer Mode.
The guide explains how to accept payments, access the CardPointe Admin Panel, and configure settings. It also addresses common issues such as registration problems, network connectivity, locking Customer Mode, switching user modes, and reinitializing a device after a factory reset.
Overview
The CardPointe Integrated Terminal solution now includes Clover Flex devices for US merchants. The Clover Flex provides your customers a sleek and secure next-generation payment experience.
Device Features and Benefits
- Stay connected on the go with support for Wi-Fi and LTE networks.
- Minimize your scope of PCI compliance with point-to-point encryption. Encrypted data traverses the wireless network using a secured connection (HTTPS over TLS 1.2).
- Accept all card-present payment methods, including EMV (chip), magnetic-stripe, and NFC (contactless).
- Accept card-not-present payments by manually entering card data.
- Provide receipts using the convenient built-in printer.
- Easily add devices to your existing integrations. See the CardPointe Integrated Terminal Developer Guide for Clover Terminals for more information.
Date Updated: 10/18/2022
Our Bolt family of integrated solutions is becoming CardPointe Integrated Payments.
Over the coming weeks, your terminals will receive an update with minor changes, including an updated default theme and branding for terminals that are not configured with custom branding.
Terminals will update automatically during the nightly reboot window; therefore, we ask that you leave your terminals powered on and connected to your network overnight. Once your terminal is updated, you may notice the following changes:
- If you are using the default device wallpaper and theme, the Bolt wallpaper and logo will change to CardPointe Integrated Terminal.
- The Bolted and Unbolted statuses will change to Connected and Disconnected, respectively.
Additionally, for Ingenico Lane terminals, the PIN entry prompt for EMV PIN Debit cards will now displays the following additional information:
- The Application Label, which describes the EMV application name read from the card (for example, "US Debit").
- Instructions for bypassing PIN entry:
"Press the Red X to Cancel or the Green Circle to Bypass"
Setting Up Your Device
The following topics provide requirements and instructions for setting up your 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.
Network Requirements
The Clover Flex connects to your network using Wi-Fi or LTE.
If you are using Wi-Fi, consider the following best practices for configuring your network:
- The terminal device does not support the use of a TLS proxy for internet access; the device must have a direct connection from your network to the internet.
- Configure a DHCP IP address range to connect terminal devices to a dedicated subnet. Alternatively, use static IP addresses reserved for your devices.
- Configure a new WPA Wi-Fi (with password requirement) network for the new device subnet. Optionally, restrict access to this network to specific MAC addresses or IP addresses. For extended security, you can restrict the services or ports that are allowed to communicate over the network.
Do the following to get started with your new device:
Unbox the Clover Flex
The Clover Flex includes:
- Clover Flex Quick Start Guide
- Charging cradle
- Power cable
- Receipt paper
- Screwdriver
- Preinstalled SIM card
Set Up the Clover Flex
After you unbox your Clover Flex, do the following to set up and connect the device:
- Connect the power cable to the charging cradle.
- Place the Clover Flex on the charging cradle.
- Press and hold the power button until the Clover logo displays on the screen.
The Clover Flex powers on and displays the Welcome screen.
- Select a language and press Set Language.
- On the Network screen, do the following to configure the device's network connection:
- 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.
- To connect to a 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.
- Continue to Register the Clover Flex for more information.
Register the Clover Flex
Once the Clover Flex setup process is complete, you must register the device with CardPointe Integrated Payments to get started.
The first time the CardPointe Application launches, it displays the Terminal Registration screen and prompts you to enter the registration code that you received 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:
- On the Terminal Registration screen, tap the empty field to open the keyboard.
- Enter the 8-digit Order ID provided in your welcome email, then tap Continue.
The CardpPointe app authenticates and registers the Clover Flex with the CardPointe service.
- On the Registration Complete screen, tap Continue to complete the device registration.
- The CardPointe app displays the Welcome screen. See Using the Clover Flex CardPointe App to get started.
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.
Using the CardPointe Integrated Terminal Application for Clover Flex
The CardPointe Integrated Terminal 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 CardPointe 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 a payment.
Launching the CardPointe App
From the CardPointe App Launcher, tap the CardPointe icon to launch the CardPointe app to begin accepting payments. Additionally, you can launch the Settings app to modify the Android device settings.
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 Integrated Terminal service. Access the CardPointe Admin Panel to troubleshoot the network connection.
To begin accepting payments, tap the Customer Mode button. To access the CardPointe Admin Panel to view or modify CardPointe App settings, tap the Admin Panel button.
Accepting Payments
To accept payments, the CardPointe Application on the Clover Flex device must be connected to the CardPointe service (Connected) 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.
Using the CardPointe App in Merchant Mode
The CardPointe App initially launches in Merchant Mode. Merchant Mode provides access to the CardPointe 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 CardPointe Admin Panel.
The CardPointe Admin Panel provides access to the following information:
| Label | Description |
|---|
| Status | Displays Connected if the device is successfully connected and authenticated to the CardPointe Integrated Terminal service, or Disconnected if the device is not connected to CardPointe Integrated Terminal. |
| HSN | Displays the terminal hardware serial number (HSN). If you need to contact CardPointe Support, you will need to provide the HSN. |
| Lock Customer Mode | Enabling this setting forces the terminal to bypass the unlock screen and automatically start in Customer Mode. |
| Contact Support | Opens a browser window to the CardPointe Support Center. |
| CardPointe Properties | Displays the CardPointe Integrated 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. |
Support
The following topics provide support and troubleshooting information for some common issues that you might encounter.
To order equipment or for additional assistance, contact ISV Merchant Support:
Device Registration Issues
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 terminal
Ensure that you entered the correct registration code when you attempted to register the device. Check your 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:- On the Registration Failed modal, tap Retry to return to the Terminal Registration screen.
- On the Terminal Registration screen, tap the Go to Reinit message at the bottom of the screen to access the Terminal Reinitialization screen.
- Contact CardPointe Support to obtain a reinitialization key.
- On the Terminal Reinitialization screen, enter the reinitialization key.
If you receive any other error messages, contact CardPointe Support for assistance.
Network Connectivity Issues
If the device is experiencing network connectivity issues, do the following to troubleshoot the network connection:
- If the CardPointe App is in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
- In Merchant Mode, tap the Admin Panel button on the Welcome screen.
- On the Admin Panel, tap Internet Connection to view the connection status and properties.
- To modify or reconfigure the network settings, tap Advanced Configuration to access the Android device network settings.
Locking 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:
- If the CardPointe App is in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
- In Merchant Mode, tap the Admin Panel button on the Welcome screen.
- On the Admin Panel, tap the Lock Customer Mode toggle to enable or disable the option.
Switching 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.
Reinitializing a Device after Factory Reset
If you perform a factory reset on the Clover Mini, 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:
- On the Terminal Registration screen, tap the Go to Reinit message at the bottom of the screen to access the Terminal Reinitialization screen.
- Contact CardPointe Support to obtain a reinitialization key.
- On the Terminal Reinitialization screen, enter the reinitialization key.