How Can a Merchant Pull a Daily Report on Clover POS?

Type: Support Call

Call Reported On: 11-09-2020

Products Discussed: CSI Works Apps

Q&A

Agent:

An agent contacted our office because they had a client who was using a few our apps. They said:

“My client is using some of your apps on Clover Mini in Canada.

He has an issue which I hope you can help with through one of your apps.

He often has open orders which he delivers same day to his customers. But the customers pay at a later day.

He would not want these orders to affect his inventory even before they are paid.

In addition, he would like to pull a daily report of this paid sales and open orders (unpaid sales).

Is that something your apps can do?”

CSI Works Support:

The answer to the customer’s question is this:

In this case Clover solves your problem natively. You don’t need an additional app to solve this. Just add “new tender type” and call it something that lets you know that its for future payment. Use this tender type to process the transactions and this will effect inventory and show up in reports separately from other payments.