Clover Compact Terminal Guide

Clover Compact Terminal GuideOverview

The CardPointe Integrated Terminal solution includes the Clover Compact device for U.S. merchants.

The Clover Compact provides a secure and modern payment experience while supporting multiple payment and network options for your business.

Device Features and Benefits

The Clover Compact supports:

• Ethernet, Wi-Fi, and LTE network connectivity
• EMV/chip card payments
• Magnetic stripe/swipe payments
• NFC/contactless payments
• Manually entered card payments using the keypad or touchscreen
• Built-in receipt printing

The device also uses point-to-point encryption to help reduce PCI compliance scope. Encrypted payment data is transmitted securely using HTTPS over TLS 1.2.

The Clover Compact can also be added to existing integrations. Additional integration information is available in the CardPointe Integrated Terminal Developer Guide for Clover Terminals.

Setting Up Your Device

Before you begin setup, locate your CoPilot equipment order email titled:

“Your CardPointe Terminal Order Has Shipped!”

You will need the Registration Code included in the email to register and activate the device.

Network Requirements

The Clover Compact can connect to your network using:

• Ethernet
• Wi-Fi
• LTE/mobile network

Recommended Wi-Fi Best Practices

If you are connecting using Wi-Fi, the following network recommendations are suggested:

• The terminal must have a direct internet connection and does not support TLS proxy configurations.
• Configure a DHCP IP address range for terminal devices using a dedicated subnet when possible.
• Static IP addresses may also be reserved for terminal devices.
• Use a WPA-secured Wi-Fi network with password protection.
• For additional security, access to the network can be restricted by MAC address, IP address, services, or ports.

If needed, your network administrator or IT provider can assist with advanced network setup.

Set Up the Clover Compact

After unboxing the device, follow the steps below to complete setup.

Step 1: Connect Power

Connect the power cable to the Clover Compact.

The device will automatically power on and display the Welcome screen.

Step 2: Select a LanguageSelect your preferred language and tap Set Language.Step 3: Configure the Network Connection

On the Network screen, choose your preferred connection method.

Wi-Fi Connection

1. Tap Configure next to the Wi-Fi option
2. Select your Wi-Fi network
3. Enter the Wi-Fi password

Note: PCI compliance standards require the device to connect to a secure, password-protected network.

LTE Connection

To connect using LTE/mobile service:

1. Tap Configure next to Mobile (SIM card)

Once the network connection is completed, the device briefly displays:

“Successfully Connected to Server”

The Clover Compact will then begin downloading the CardPointe application and other required software components automatically.

Once the installation is complete, the CardPointe application launches and displays the Terminal Registration screen.

Register the Clover Compact

Using the Terminal Registration screen:

1. Enter the Registration Code from your equipment order email
2. Follow the prompts displayed on the device to complete registration

Once registration is complete, the terminal is ready to use.

Using the CardPointe Integrated Terminal Application

The CardPointe Integrated Terminal App is installed automatically during device setup and activation.

The CardPointe App includes two operating modes:

Merchant Mode

Merchant Mode is the merchant-facing interface.

In Merchant Mode, you can:

• Access the CardPointe Admin Panel
• Manage CardPointe application settings
• Manage terminal settings
• Access Android device settings

Customer Mode

Customer Mode is the customer-facing interface.

In Customer Mode, the merchant or customer can use the device to submit payments.

Launching the CardPointe App

From the CardPointe App Launcher, tap the CardPointe icon to open the application and begin accepting payments.

You can also open the Settings application to modify Android device settings if needed.

The CardPointe App initially launches in Merchant Mode and displays the Welcome screen.

Connection Status

When the device is successfully connected to the CardPointe service and ready to accept payments, the status displays:

Connected

If the status displays:

Disconnected

the device is unable to communicate with the CardPointe Integrated Terminal service.

If this occurs, use the Admin Panel to troubleshoot the network connection.

To begin accepting payments, tap the Customer Mode button.

Accepting Payments

To process payments successfully:

• The CardPointe application must display Connected
• The terminal must be in Customer Mode

Once the application is in Customer Mode, your POS software communicates with the device using the CardPointe Terminal API.

Important: The device cannot communicate with your POS software while Merchant Mode is enabled.

It is strongly recommended that the device remain in Customer Mode during normal daily operation.

You can also enable the Customer Mode Lock option to automatically launch the CardPointe App in Customer Mode.

Using Merchant Mode

The CardPointe App initially launches in Merchant Mode.

Merchant Mode provides access to the CardPointe Admin Panel, which is used to configure and troubleshoot the CardPointe application.

Switching to Merchant Mode

To switch from Customer Mode to Merchant Mode:

• Tap the top two corners of the touchscreen simultaneously

Once in Merchant Mode, you can access the CardPointe Admin Panel.

CardPointe Admin Panel Information

The Admin Panel includes the following information and settings:

This menu also provides useful troubleshooting information for CardPointe application and device issues.

Note: To return to the CardPointe application after accessing Android settings, swipe up to return to the home screen and reopen the CardPointe app.

Support

For equipment orders, setup assistance, troubleshooting, or additional support, contact CardPointe Support at:

877-828-0720

You can also contact your account representative for additional assistance.

Device Registration Issues

If you experience issues while registering the device, first confirm that the terminal is connected to the internet. If needed, review the network connection settings and troubleshooting steps.

If you receive one of the following error messages during registration, use the steps below to resolve the issue.

“Order not valid for terminal”

This message usually indicates that the registration code entered during setup is incorrect.

To resolve the issue:

• Verify that the registration code was entered correctly
• Refer to your Welcome Email to confirm the correct registration code
• If you no longer have access to the Welcome Email, contact CardPointe Support for assistance recovering the registration code

“Terminal already registered”

This message may appear if the device was previously registered and later reset to factory settings. In this situation, the terminal must be reinitialized before it can be registered again.

To reinitialize the device:

1. On the Registration Failed screen, tap Retry to return to the Terminal Registration screen
2. On the Terminal Registration screen, tap the Go to Reinit message located at the bottom of the screen
3. Contact CardPointe Support to obtain a reinitialization key
4. Enter the reinitialization key on the Terminal Reinitialization screen

Once reinitialization is complete, continue with the registration process.

Other Registration Errors

If you receive any other registration error messages, contact CardPointe Support for additional assistance.

Network Connectivity Issues

If the device is experiencing network connection issues, use the steps below to troubleshoot the connection.

1. If the CardPointe App is currently in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
2. In Merchant Mode, tap the Admin Panel button from the Welcome screen.
3. Select Internet Connection to view the current connection status and network details.
4. To update or reconfigure the network settings, tap Advanced Configuration to open the Android device network settings.

From the network settings menu, you can reconnect to Wi-Fi, update connection settings, or troubleshoot network-related issues.

Locking Customer Mode

When Customer Mode Lock is enabled, the CardPointe App automatically launches in Customer Mode each time the device starts.

It is recommended that Customer Mode Lock remain enabled to help ensure the terminal stays connected to your POS application and ready to process payments during normal business operations.

To enable or disable Customer Mode Lock:

1. If the CardPointe App is currently in Customer Mode, press all four corners of the touch screen to switch to Merchant Mode.
2. In Merchant Mode, tap the Admin Panel button from the Welcome screen.
3. On the Admin Panel, locate the Lock Customer Mode setting.
4. Tap the toggle to enable or disable Customer Mode Lock.

Switching User Modes

The CardPointe App includes two operating modes:

• Customer Mode
• Merchant Mode

You can switch between these modes at any time using the steps below.

Switch from Customer Mode to Merchant Mode

To access Merchant Mode, tap all four corners of the touch screen simultaneously.

Switch from Merchant Mode to Customer Mode

To return to Customer Mode, tap the Customer Mode button on the Welcome screen.

Reinitializing the Device After a Factory Reset

If the Clover Mini has been factory reset, the device will prompt you to register the terminal again before the CardPointe App can be opened.

In this situation, the device must first be reinitialized.

To reinitialize the terminal:

1. On the Terminal Registration screen, tap the Go to Reinit message located at the bottom of the screen.
2. Contact CardPointe Support to obtain a reinitialization key.
3. On the Terminal Reinitialization screen, enter the reinitialization key to continue.

Once the reinitialization process is complete, continue with device registration as normal.