This article explains how to enable the Clover Connect integration with D-Tools Cloud. If you are new to Clover Connect, learn more about Clover Connect here.

Clover Connect is one of the supported Payment Processing solutions on D-Tools Cloud; the others are Stripe and ProPay.

*Clover Connect integration can be enabled only for businesses listed in the US.

Clover Connect will send the next steps to the email address you used to sign up, and you will complete the signup process with them directly.

After enabling the integration with Clover Connect, click the "Settings" button in the Clover Connect integration tile. Here, you can do the following:

Enable Clover Connect as the default payment method for collecting the initial deposit.

Select "Enabled" and the customers will see an option to pay using Clover Connect when approving the proposal.

Set the Payment Modes

Under “Payment Method” select the allowed payment modes, the default payment mode, and the order in which they will be displayed to customers.

Click “Save” when you have set the defaults.

*This is required only if you have enabled more than one payment integration and want to set Clover Connect as the default.

Click the 3-dot menu in the Clover Connect integration tile and click "Set as default payment integration."

This completes Clover Connect integration with D-Tools Cloud, and you are ready to collect payments for projects, contracts, and calls.

With the Clover Connect integration enabled to collect initial deposit payment, Cloud will prompt the customer to make the initial deposit payment through Clover Connect when approving the proposal.

For other payments, such as those for Project milestone completion, Service Contracts, and Service Calls, their payment requests will show an option to collect payment through Clover Connect.

When the customer opts to submit the payment for the request, Cloud will show a prompt to make the payment through Clover Connect.

When your customers use Clover Connect to make payments, all the payment details, including sensitive payment information, are sent directly to Clover Connect.

Cloud will only track the status of the payment and change the status based on the billing and due dates and when the payment is successful.

Yes. Click “Settings” in the Clover Connect tile and click “Disabled.”

Cloud will not show the prompt to make initial deposit payments through Clover Connect for proposals under review by customers and new ones.

Cloud will also not show Clover Connect in the “Payment Methods” tile in the payment requests.

Initial Deposit Payment

If you do not want to use Clover Connect to collect the initial deposit, click the “Settings” wheel in the lower-left corner of the Quote view, click “Edit” in the “Payment Terms” tile, and disable Clover Connect.

Project milestones, Service Contracts, and Service Calls Payment

If you do not want to use Clover Connect to collect payment for the payment requests, open the payment request, click the “Settings” wheel located in the top-right corner of the request, click “Payment Methods,” and disable Clover Connect.