How Service Fee Reporting Works On Clover POS with Advanced Fees App

How Service Fee Reporting Works On Clover POS with Advanced Fees App

Type: Support Call

Call Reported On: 09-14-2021

Products Discussed: Advanced Fee App

Q&A

Agent:

An agent working with a merchant reached out wanting to know if he could setup a report for customers to view totals on fees. He wrote:

“I was wondering if I can setup a report for the customer to view the totals on the fee?”

CSI Works Support: 

We needed to find out what app he was talking about. We wrote:

“In what context are you talking about the fee? Are you by any chance talking about Advanced Fee App or some other fees?

Further clarification is needed.”

Agent:

The merchant confirmed that he was using the Advanced Fee App. He wrote:

“Advanced Fee App.  The owner wants to track the total on that.”

CSI Works Support: 

CSI Works Support team made this video showing the current reporting capabilities when it comes to fees.

https://youtu.be/3lLhNwNBS-o

Taxes, Fees, Discounts Options on Clover Point of Sale with apps by CSI Works

Taxes, Fees, Discounts Options on Clover Point of Sale with apps by CSI Works

 

Call Type: Support Call
Call Reported On:
01/15/21
Products Discussed: Advanced Fees

Problem Statement:

Merchant:

I see that a % for tax was added to the bottle surcharge. Do you know if we can also choose not to add taxes, as the app with CSIWORKS adds taxes on it at the total owing when no taxes should be added to the bottle deposit. Is this possible with your app?

CSI Works Support:

It is possible and for that no CSI Works app is needed.

Please watch this video and let me know what am I missing: https://youtu.be/6FCXOXizhF4 Please watch it all 10 minutes. I’ve gone into very detail on what is possible on Clover with Fees and taxes as they related to one another.

https://youtu.be/0BTOqAgtzyk

How to add Bottle Surcharge during checkout

How to add Bottle Surcharge during checkout

 

Call Type: Support Call
Call Reported On:
01/05/21
Products Discussed: Advanced Fees app

Problem Statement:

Merchant:

I was playing around with two of your apps and wanted to know if there’s a way to add a surcharge vs a discount.

For example, a scenario would be every time someone buys a coke bottle we had a 10 cent surcharge automatically.

CSI Works Support:

Yes, I have an app that can do what you are asking below.

The app is called Advanced Fee here is a link: https://www.clover.com/appmarket/apps/3WDFD2C79ZWX0

Here I shot a video on how to use the app to accomplish the use case described above:

https://youtu.be/0BTOqAgtzyk

Can Advanced Fees App be Used as Credit Card Surcharge Solution?

Can Advanced Fees App be Used as Credit Card Surcharge Solution?

Type: Support Call
Call Reported On: 11/20/2021
Products Discussed: Advanced Fees

Q&A

Merchant: I was wondering if you could help me figure out why this is happening?

I do have the advanced fee app installed and running.  All orders that use credit cards get charged a 3.5% fee.  I ran these transactions via loopz gift card app and they were run as store credits so the app shouldn’t charge a fee.

CSI Works Support: The app (Advanced Fees) is not designed for credit card surcharge.

It does not trigger on selection of payment type. In fact, we recently had Clover take the app off market for a few days while they investigate if we advertise it as such. We don’t.

It can trigger the fee based on a question which pops up only in Clover Register app.

Question can be controlled by you.

Here is video demo: https://youtu.be/sZ8tBWRRSZU

Merchant: Is there anyway for the fee question pop-up when you click the pay button not when you start the transaction?

CSI Works Support: There is not a way to trigger on Payment button.

 

How to Handle Uber and Grubhub Orders in Clover

How to Handle Uber and Grubhub Orders in Clover

Type: Support Call
Call Reported On: 1/13/2021

Q&A

Merchant: We are a restaurant and have Clover. We also have the 3rd party delivery services…Uber, Door Dash & Grub Hub.

We would like to set up delivery service pricing based on a % upgrade. We watched your YouTube video about the Price App looking for more information and a possible solution.

CSI Works Support: Price change manager would not work because triggering is based on schedule not anything else.

We have another app that I tried using for your use case and made this video:

https://youtu.be/sCpjNy4IpzY

Contact Info

USA, San Diego, CA, 92192
info@csiworks.net
(619) 246-8236 (Recorded Line)

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