Taking Payments with Your Fiserv/Clover Card Reader in the Docket Mobile App

Before You Begin

Ensure that:

• Your Clover Go card reader is paired with your mobile device - see our pairing guide here.
• The device is charged and powered on
• You're using the latest version of the Docket mobile app
• Your DocketPay account is active and approved

Payment Methods Supported

Your Clover Go accepts:

• EMV Chip Cards: Insert chip cards for secure processing
• Contactless Tap Payments: Tap credit/debit cards, phones, or watches
• Digital Wallets: Apple Pay, Google Pay, and Samsung Pay

Note: Nearly all credit cards in circulation now have a chip embedded into them. This is a more secure standard than the magnetic strip cards used to rely on for "swiped" transactions. If the card you are attempting to use does not have a chip, and only supports swiping, you will have to key in the details for it. There is no way to swipe a card on the Clover Go device.

Step-by-Step Guide: Taking Payment with Your Clover Go Card Reader

Step 1: Initiate Payment

• In the Docket mobile app, navigate to where you need to collect payment. This often occurs in one of two ways:
  • Navigating to the Clients area > searching for a Client > clicking More > and then selecting Invoices before choosing an unpaid invoice
  • Opening a Task from the Schedule Page > clicking More > selecting the Invoice associated with the task.

• If the invoice requires a signature for your attached contract/agreement, have the user sign.

• Once all documents have been singed, you will see and Apply Payment button that can be selected.

• Choose Credit Card as the payment method. Select the payment amount and configure any additional tip or convenience charges. Then choose the option to pay the amount you've set up.

• If you have paired a card reader previously, and the app detects that it is connected, you'll be shown a screen with a picture of the card reader. Note: If you haven't paired a card reader yet, only Manual Entry will be available. 
  • To use the card reader, click on Start Transaction. This will start a 60-second timer for you to tap or insert a card into the card reader.

    • Depending on the card type, instruct your customer to:

      For Chip Cards:

      1. Insert the card into the top slot of the reader (chip first)
      2. Leave the card inserted during the entire transaction
      3. Wait for the transaction result before taking the card out

      For Contactless/Tap Payments:

      1. Have the customer hold their card, phone, or watch near the top of the reader
      2. The reader will beep when it recognizes the payment tap
      3. The transaction will process automatically

• • If a card reader is available but not currently connected, you will be able to pair it from this screen and proceed with payment.
  • To type in the card details manually instead, click on Enter Card Details.

• Once the payment processes successfully, you'll be returned to the invoice automatically. If you would like to manually send a link to the paid invoice, you can use the Send feature to share this via phone or email.
• If the transaction fails, you will be given the option to Retry or Change Payment Method.

Reconnecting During Payment

If your card reader becomes disconnected between payments:

1. You'll see a reconnection option in the payment workflow after selecting Credit Card as the payment method.
2. Tap Reconnect and follow the prompts
3. Alternatively, go to Settings > Connect a Card Reader
4. Once reconnected, return to the payment screen

Handling Different Scenarios

Customer Wants to Use a Different Card

If a transaction fails or the customer wants to use a different payment method:

1. The failed transaction won't be charged
2. Start the payment process over from the Credit Card step
3. Try the new card or payment method

Card Reader Not Available

If your card reader is unavailable (dead battery, connection issues, etc.):

1. Select Manual Entry instead
2. Type in the customer's card details
3. Process as normal (standard processing fee applies)

Best Practices

For Faster Transactions

• Keep your card reader charged and nearby
• Encourage contactless payments when possible
• Always confirm the transaction amount before processing to avoid time-consuming payment modifications, as these actions can only be performed on the Docket web app

Refunds

Card refunds are processed through the Docket web application, not the mobile app. If you need to refund a card reader transaction:

1. Log into your Docket web account
2. Navigate to the transaction
3. Process the refund as you normally would

Next Steps

• Review our Troubleshooting Guide for common issues
• Learn about transaction reporting in your Docket account
• Contact support if you need assistance with payments

Support

• Payment processing issues: Contact our customer support team at docketpay@yourdocket.com
• Card reader hardware problems: Contact Fiserv directly by submitting a ticket here