Take purchasing card payments

You can take purchasing card payments in the following ways: 

  • On a Clover device using the Register, Sale, Manual Transaction, or Phone Sale app 

  • On the Web Dashboard using Virtual Terminal 

During the payment process, you'll be asked to provide additional information about the purchase. If you opt not to provide this information, the transaction is run as a regular credit or debit card payment.

On the Web Dashboard

  1. From a browser, log in to your .

  2. At the top left, select one of the following based on what you see onscree:

    • Virtual Terminal

    • New Sale

  3. From the Transaction Type dropdown, select Take payment.

  4. Under Sale detail, enter the subtotal, tax, tip and convenience fee (if applicable). 

  5. Under Payment information, enter the customer’s name and card details. 

  6. Under Purchasing card, see if the customer’s card is eligible for purchasing card benefits.

  7. If the customer’s card is not eligible, a lock icon will be visible. 

  8. If the customer’s card is eligible, select Complete next to fill out the Level 2 and Level 3 data to claim the benefits. Once the data is complete, you can edit it before you finalize the payment. 

  9. Select a receipt type for the customer.

  10. Select Complete Payment.

On a device

  1. Swipe the purchasing card. Your Clover device recognizes the card as a purchasing card.

  2. (Optional) Tap Continue to provide more information about the purchasing card.

  3. (Optional) On the Purchasing Card Information screen, enter information about the purchase. If you want to fill out shipping information, select the toggle next to Shipping information. These details can vary by card type.

  4. Tap Continue to complete the payment.