To provide a consistent payment experience for Clover merchants, you must test and validate your app integration. This includes verifying all payment flows for the region where a merchant does business. Regional laws and regulations may affect the types of transactions a merchant can perform, so you must complete the tests for every region where your integrated app is intended for use.

The test scenarios provide steps to confirm your integration properly processes the transactions required for the United States region.

Prerequisites to test US payment flows

1. Use test cards

You must conduct tests using a Dev Kit configured for the sandbox environment. The test card numbers used for some tests return correct responses only in the sandbox. Use the test cards provided with your Clover Dev Kit to:

• Test each payment flow and make sure your application processes the payment as expected.
• Complete the tests required for Clover approval.
• Record a video of each transaction for Clover approvers to review that the point of sale (POS) handles the entire payment flow correctly. Keep both the POS and Clover device in the frame during the entire video. See Submit your application information and videos by email.

You can:

• Purchase chip and NFC functionality cards from B2, if needed.
• Use the following test card for the test scenarios in this topic:

2. Configure signature settings

To confirm that your application handles signatures correctly during the tests, your Clover device must be set to take the signature on the screen.

1. On the Clover device, open the Setup app.
2. From the left navigation menu, tap Payments.
3. In the Signature Settings section, tap Signature entry location and verify On tablet screen is selected.
4. Tap Save.
5. Tap Signature Requirement and verify Always require signature is selected.
6. Tap Save. The signature settings are configured.

3. Configure tips setting

To confirm that your application handles tips correctly during the remaining tests, your Clover device must be set up to ask for a tip on the screen.

1. On the Clover device, open the Setup app.
2. From the left navigation menu, tap Tips.
3. Tap Ask for tip and verify Ask for tip is enabled.
4. Tap Save.
5. Tap Tip entry location and verify On tablet screen is selected.
6. Tap Save. The tip settings are configured.

Scenarios—Test US payment flows

If your integration supports all of the available transaction types, each of the following flows must be completed for your app to be approved. Integrations that support a subset of transaction types can skip the tests that do not apply. When recording your tests, make sure both the POS and Clover device are in the frame during the entire video.

Test #1: Sale with tipping disabled (credit)

1. (POS) Create a sale for the amount of $51.00.
2. (Clover) Swipe card number 6011 3610 0000 6668 (Discover).
3. (Clover) On the Select Account screen, tap Credit.
4. (Clover) On the Add Signature screen, draw a line and tap Done.
5. (Clover) On the How would you like your receipt screen, tap None.
   The sale is processed without any tipping option.

Test #2: Refund a transaction

1. (POS) Select the sale transaction from test #1.
2. (POS) Refund the full amount of the sale.
   The refund is complete.

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NOTE

Tests #3a and 3b cover partial authorizations and the two methods for handling them—paying the remaining balance or voiding the transaction. If your POS allows the merchant to choose either option, complete and record both tests. Otherwise, complete and record only the test that applies to your integration.

Test #3a: Sale with tipping disabled and partial authorization

This test is for an integration that handles partial authorization by allowing the merchant and customer to complete the transaction with a second form of payment.

1. (POS) Create a sale for the amount of $52.00.
2. (Clover) On the Sale screen, tap Manual Card Entry.
3. (Clover) Enter card number 4005 5780 0333 3335 (Visa, manual entry) and tap Next.
4. (Clover) For the Expiration Date, enter a month and year (MM/YY) in the future and tap Next. A confirmation message appears.
5. (Clover) For the CVV security code, enter the 3-digit card verification value and tap Next.
6. (Clover) To continue with the partial auth transaction, tap Continue.
7. (Clover) On the Add Signature screen, draw a line and tap Done.
   Half of the sale amount is processed, and the POS indicates this to the merchant.
8. (Clover) On the Remaining balance screen, tap Take next payment.
9. (POS) Click to acknowledge the partial payment.
10. (POS) Start the next transaction to take the payment for the remaining balance.
11. (Clover) Tap charge on the card.
12. (Clover) On the Sale screen, swipe the card number 6011 3610 0000 6668 (Discover).
13. (Clover) On the Select Account screen, tap Credit.
14. (Clover) On the Add Signature screen, draw a line and tap Done.
15. (Clover) On the How would you like your receipt screen, tap None.
16. (Clover) On the Thanks for visiting screen, tap anywhere to dismiss the message.
    The sale is processed without any tipping option.

Test #3b: Sale with tipping disabled and voided partial authorization

This test is for an integration that handles a partial authorization by voiding the original payment.

1. (POS) Create a sale for the amount of $52.00.

2. (Clover) On the Sale screen, tap Manual Card Entry.

3. (Clover) Enter card number 4005 5780 0333 3335 (Visa, manual entry) and tap Next.

4. (Clover) For the Expiration Date, enter a month and year (MM/YY) in the future and tap Next. A confirmation message appears.

5. (Clover) For the CVV security code, enter the 3-digit card verification value and tap Next.

6. (Clover) On the Not enough funds screen, tap Continue to continue with the partial auth transaction.

7. (Clover) On the Add Signature screen, draw a line and tap Done.

8. (Clover) On the Remaining balance screen, tap Pay more later.
   Half of the sale amount is processed, and the POS notifies the merchant of the partial payment.

9. (POS) Click the merchant-facing option to void the original payment.
   The partially authorized payment is voided.

Test #4: Void a payment

1. (POS) Select the sale transaction from test #3a.
2. (POS) Void the sale.
3. (Clover) On the How would you like your receipt screen, tap None.
   The void is complete, and the device displays, The transaction was voided.

Test #5: Sale with tipping enabled and no tip

1. (POS) Create a sale for the amount of $51.00.
2. (Clover) On the Add a Tip screen, tap No Tip.
3. (Clover) Swipe card number 6011 3610 0000 6668 (Discover).
4. (Clover) On the Select Account screen, tap Credit.
5. (Clover) On the Add Signature screen, draw a line and tap Done.
6. (Clover) On the How would you like your receipt screen, tap None.
   The sale is processed without a tip.

Test #6: Sale with tipping enabled and 15% tip

1. (POS) Create a sale for the amount of $51.00.
2. (Clover) On the Add a Tip screen, tap 15%.
3. (Clover) On the Sale screen, verify the transaction total includes the tip.
4. (Clover) Swipe card number 6011 3610 0000 6668 (Discover).
5. (Clover) On the Select Account screen, tap Credit.
6. (Clover) On the Add Signature screen, draw a line and tap Done.
7. (Clover) On the How would you like your receipt screen, tap None.
   The sale is processed with a tip.

Test #7: Auth (transaction with tip adjustment)

This test requires that the POS has:

• Implemented auth transaction support and usedCloverConnector#tipAdjustAuth to update the transaction total.
• Indicated that the total is updated with the tip amount.

Verify Clover device tip settings

1. On the Clover device, open the Setup app.
2. From the left navigation menu, tap Tips.
3. Tap Ask for tip and verify Ask for tip is enabled.
4. Tap Save.
5. Tap Tip entry location and select the On printed receipt option.
6. Tap Save.

Complete auth transaction

1. (POS) Create an auth for the amount of $51.00.
2. (Clover) Swipe card number 6011 3610 0000 6668 (Discover).
   The device prints a receipt with a space to let the customer write the tip and total amount.
3. (POS) Select the transaction and adjust the tip amount.
   The transaction total is updated to include the tip.