Overview
Clover is the University preferred vendor for small transaction credit card acceptance systems. The system provides a variety of new technology devices and the security that is required for safe, convenient transactions in your departments.
Below you will find a basic overview of the Flex 3 clover payment device and an overview of the clover dashboard / virtual terminals.
Device Information
At the university we use the FD130, FD150 legacy devices that are simple gateway devices that are made by First Data and the newer clover devices to include the Mini, Flex 2, Flex 3 and Clover Go. We will focus on the Flex3 for this document but the majority of the user interface and clover dashboard are the same for all clover devices.
Product details
Payments: Accepts chip, swipe, and contactless payments including Apple Pay®, Google Pay® and Samsung Pay®
Screen: Nearly 6" LCD color touch screen
Receipts: Built-in thermal dot printer and can email or text digital receipt
Security: Clover Security end-to-end encryption
Camera & Scanner: 1D/2D barcode scanner/camera
Connectivity: WiFi, LTE
Battery Life: At least 8 hours of use for a typical SMB
Getting Started
Clover Dashboard and setting up your PIN for yourself and your employees:
You will need a login which is most times associated with your PITT account. This will need to be setup with the Office of Treasury and PITT IT. If you do not have a clover account, please submit a help desk request to HELPDESK@pitt.edu and request the ticket be sent to Clover admin – ALLANS@pitt.edu
Access the clover dashboard: https://www.clover.com/login
Login with your setup account:
Depending on your level of access, (Admin, Manager or Employee) you will have access to the following options:
When logged in you will see a page like this…
Here you will find tabs to make manual sales entries over the laptop / cell phone. (you need a billing zip code to do manual tranactions, See your current batch transactions and add users to your clover device.
On the terminal:
Making a Sale Transaction
You can void transactions during the same business day by selecting More options and VOID. Voids can only be processed during the same days batch. Once the Batch has processed for the day, You must make a refund transaction. (Note: charges will be levied on both the initial transaction and the refund)
Refunds can be done at any time by selecting the refund button. You must be a manager or above in the employees section of the system setup to perform this function.
Connection of the device…
These devices have the ability to connect via WIFI, or Cellular connection. Most should be setup to connect to the “PITT MDA” SSID but you can also connect to “Wireless-PITTNET” with your own university account.
Below is how to connect to PITT MDA - Wifi.
Select "settings" from the main screen -> Network & Interrnet -> Select "PITT MDA" -> enter password of: P1tt#mda11316 (those are number ones, not letters)
If the device fails to connect ... the reservation for that device has no been completed, please place a ticket to HELPDESK@pitt.edu
Troubleshooting and Requesting Help
Thru the Clover dashboard you can select help … this will give you a few articles to check over for your issue… or you can select “call me” function. This will allow you to put in your own name and phone number in order to be connected to Clover Terminal support.
You can request things like …
- Reprogramming terminals
- Trouble codes and errors
- Physical device issues (cracked screens)
- Issue with transactions or help with voids
- General use questions
Also … Please call the PITT IT help desk to open a ticket for help with your issues that you cant resolve with PNCMS. Please request ALLANS@pitt.edu in your email to HELPDESK@pitt.edu and someone from the CFO servicing team will be assigned to assist you.