checklist

Agent Name/Number

Merchant Name

EQUIPMENT

Terminal 1

Terminal

New/Reprogram

Clover

Software

Virtual Terminal

TERMINAL TYPE

QUANTITY

Terminal 2

Placement

Purchase

Lease

Agent Supplied

*If agent supplied, please provide serial number below if ClearPay is building your download

Serial Number

Terminal Programming

Terminal Programming 1

Retail

Restaurant

Auto Close (retail only)

Next Day Funding

Default Auto Close - 10pm

Next Day Funding Settle Times:

FD Omaha: 7:00 PM Eastern/4:00 Pacific
TSYS: 8:00 PM Eastern/5:00 Pacific
FD North: 10:00 PM Eastern/7:00 Pacific

Settlement Time

Tip/Server Options

Tip/Server Options 1

Server Prompt

Tip Prompt (tip immediate)

Tip adjust

Connectivity

IP/High-Speed Internet

Wi-FI Network Name Password

Dial-Up

Mobile

WI-FI, Network Name Password

Other Services

Other Services 1

PIN Debit

Internal Pin Pad

External Pin Pad

Settlement Report:

Details Only

Totals Only

Both

Ship to:

Merchant

Sales agent

Other

Special Instructions

Special Instructions 1

If Cash Discount Merchant

Cash Discount 1

Tax Included In Sale Price

Tax Included In POS, Rate

Sale Price

POS

Are there nontaxable items?

Yes

No

Approximate % of cash accepted

If Clover

Already Using The Clover:

Yes

No

If Yes, using non clover apps? (list below)

non clover apps list

Email address associated with Clover dashboard:

Menu/Inventory?

Yes

No

How many items?

15k Max on items and 1k per category

If menu on website please provide URL:

Inventory or menu modifiers?

Yes

No

If modifiers $44.95 plan

Do you require online ordering?

Yes

No

If Yes, Then $44.95 plan

Checklist