Test US payment flows

The following sections provide steps to confirm your integration properly processes the transactions required for the US region. Record a video of each transaction to allow Clover to see that the entire payment flow is handled correctly by the point-of-sale (POS).

Prerequisites to test US payment flows

1. Use test cards

The test card provided with your Clover Dev Kit allows you to test each flow and ensure your application processes the payment as expected. Ensure you have the test card available to complete the tests required for Clover approval. If needed, you can purchase chip and NFC functionality cards from B2.

Card typeFormatNumberResponse
DiscoverPlastic6011 3610 0000 6668Success
VisaManual4005 5780 0333 3335Partial authorization for half of sale amount
VisaManual4005 5717 0222 2222Decline

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.
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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.
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Scenarios—Test US payment flows

If your integration supports all of the available transaction types, each of the following flows must be successfully completed for your app to be approved. Integrations that support a subset of transaction types can skip the tests that do not apply.

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Important:

When recording your tests, make sure both the POS and Clover device are in 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. (POS) Accept the signature.
  6. (Clover) On the Need a receipt screen, tap No receipt.
    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.
  3. (Clover) On the Need a receipt screen, tap No receipt.
    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 a 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 Type Card.
  3. (Clover) Enter card number 4005 5780 0333 3335 (Visa, manual entry) and tap Enter.
  4. (Clover) For the CVV security code, enter the 3-digit card verification value and tap Enter.
  5. (Clover) For the Expiration Date, enter a month and year (MM/YY) in the future and tap Enter. A confirmation message appears.
  6. (Clover) To continue with the partial auth transaction, tap Yes.
  7. (Clover) On the Need a receipt screen, tap No receipt.
    Half of the sale amount is processed and the POS indicates this to the merchant.
  8. (POS) Click to acknowledge the partial payment.
  9. (POS) Start the next transaction to take the payment for the remaining balance.
  10. (Clover) On the Sale screen, swipe card number 6011 3610 0000 6668 (Discover).
  11. (Clover) On the Select Account screen, tap Credit.
  12. (Clover) On the Add Signature screen, draw a line and tap Done.
  13. (Clover) On the Need a receipt screen screen, tap No receipt.
  14. (Clover) On the All Done 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 Type Card.
  3. (Clover) Enter card number 4005 5780 0333 3335 (Visa, manual entry) and tap Enter.
  4. (Clover) For the CVV security code, enter any 3-digit card verification value and tap Enter.
  5. (Clover) For the Expiration Date, enter a month and year (MM/YY) in the future and tap Enter. A confirmation message appears.
  6. (Clover) To continue with the partial auth transaction, tap Yes.
  7. (Clover) On the Need a receipt screen, tap No receipt.
    Half of the sale amount is processed and the POS notifies the merchant of the partial payment.
  8. (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 Need a receipt screen, tap No receipt.
    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. (POS) Accept the signature.
  7. (Clover) On the Need a receipt screen, tap No receipt.
    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. (POS) Accept the signature.
  8. (Clover) On the Need a receipt screen, tap No receipt.
    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 uses CloverConnector#tipAdjustAuth to update the transaction total.
  • Provided an indication 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 allow the customer to 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.