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.
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.
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:
Additionally, for Ingenico Lane terminals, the PIN entry prompt for EMV PIN Debit cards will now displays the following additional information:
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.
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:
Do the following to get started with your new device:
The Clover Flex includes:
After you unbox your Clover Flex, do the following to set up and connect the device:
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:
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.
The CardPointe Integrated Terminal App was installed during the device set up and activation process.
The CardPointe App supports has two modes of operation:
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.
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.
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. |
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:
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:
If you receive any other error messages, contact CardPointe Support for assistance.
If the device is experiencing network connectivity issues, do the following to troubleshoot the network connection:
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:
The CardPointe App has two modes of operation, Customer Mode and Merchant Mode. to switch between the modes, do the following:
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: