Clover merchants must have a seamless experience when they are using your app and other Clover apps for their business.
At the minimum, follow these guidelines to create seamless experiences for merchants.
Your app must comply with Clover's policies and TOS. For compliance, avoid the following practices.
All payments and financial services provided by your app must be processed by Clover, Fiserv, or its banking channels.
Using your app to add surcharges to credit card transactions is against Clover's policies and TOS. See the Clover Credit Card Surcharging Policy for more information.
Using your app to act as a money transmitter or to provide money transfer services is against Clover's policies and TOS.
If your Android app is used to apply a cash discount, all three options—cash, check, and debit card—must be available to the merchant.
In addition, if the cash discount app is built to change the price of inventory items, the price change must occur only once. The merchant must be informed of the price changes for them to update their external inventory prices to match the prices on the Clover device.
Using your app to share or sell employee or customer data with a third party is against Clover's policies and TOS.
After merchant onboarding, the first few steps taken by Clover merchants are crucial to their experience with the app.
Ensure that all the buttons and other UI elements function as expected (that is, they function as expected and do not lead merchants to unexpected areas of the app).
For any configuration set by a merchant, pull all related information and personalize the experience for the merchant. Ensure that all information that can be pulled programmatically is pulled programmatically.
With the merchant read permission, you can retrieve Clover merchant information and automatically populate sign-up forms by simply calling the needed
Under no circumstances are you allowed to create a payment flow specifically for requesting a merchant to enter credit card or bank account information.
If your Android app provides features involving multiple Clover devices, ensure that the app syncs data across all devices for a single merchant account. If your app does not provide this sync functionality, the app must explicitly inform the merchant.
If your Android or web app provides any payments-related features, ensure that the app is built for the following expected flows.
To provide customers with payment options, your app must launch the Clover payments flow. We will verify the flow with test card numbers and a live credit card.
To provide customers with payment options, your app must use the Ecommerce API for any online (card-not-present) orders.
If you are using Card Connect or Payeezy instead of Ecommerce, please let us know when you are submitting your app for approval.
We will test your usage of the API, confirm if the implementation is correct, and then test with Clover test card numbers and a live credit card.
If your app provides any order- or customers-related features, ensure that the app is built for the following expected flows.
If an order is placed using your app, ensure that the order information syncs with the Clover Orders app. Synced orders must include descriptive line items that align with the item or service ordered by the customer. In addition, any taxes associated with the order must match the taxes calculated by Clover.
After an order is placed, ensure that any payments or refunds are reflected correctly in the Clover Orders app. We will test all the associated payment states:
If a customer is created using your app, ensure that the customer information syncs with the Clover Customers app.
For any cash drawer features provided by your Android app, ensure that the app is programmatically logging all cash exchange in the cash log. For any exceptions, ensure that you provide instructions to merchants about reconciling their reporting for cash exchange.
For any revenue or tax-related impact from using your app, ensure that the math is accurate and that the final results show up accurately.
Updated about 1 month ago
App administration checklist