Merchant Services Quick Look Decision Tree
Your Consultant Resource for Efficient Merchant Services Requests
This decision tree serves as a consultant resource to guide you through the decision-making process when handling Merchant Services requests. It’s designed to help ensure that the right actions are taken and that you’re equipped with the necessary tools and information to make the best choices for your business. From equipment issues to new device requests and banking updates, this quick look will help you move efficiently through the process.
Be sure to review all pricing and options carefully before submitting any requests. If you’re unsure at any stage, the Merchant Services Team is available to provide personalized consultation and support.
Clover Equipment & Pricing Information
Below are the prices for Clover devices and accessories. Understanding these options will help you make informed decisions when requesting new equipment or troubleshooting existing tools.
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- Clover Flex (mobile, handheld device): $499
- Clover Mini (compact countertop device): $649
- Clover Station Pro (full countertop system): $1,699
- Clover Go Card Reader (mobile reader for smartphones/tablets): $49
- Clover Receipt Printer (works with Clover systems): $229
- Clover Cash Drawer (for Clover systems): $189
These prices reflect the latest Clover equipment available for your payment processing needs. Review the equipment specifications and choose the one that best fits your business model. If you’re unsure about which option to choose, reach out for a consultation with the Merchant Services Team.
Step 1: Do You Currently Have Access or Equipment?
- Yes → Go to Step 2
- No → Go to Step 3
Step 2: Are You Having Issues with Your Equipment or Need Changes?
- Yes → Submit a request for replacement, updates, or troubleshooting.
- No → No request needed.
Step 3: What Do You Need?
- Clover or Authorize.net Access → Submit a Request
- Virtual Payment Portal Access → Submit a Request
- New Equipment (Card Reader, Tablet, Receipt Printer) → Submit a Request
- Updating Banking Details → Notify the Treasurer’s Office; LaShonne Patterson at [email protected] for Verification (No Form Needed)
- Returning Equipment → Submit a Return Request
Step 4: Do You Need Help Determining What You Need?
- Yes → Contact Merchant Services Team for Consultation
- No → Follow the request process as needed
Additional Notes:
- Banking Updates: Ensure that all banking updates are verified internally and NOT recorded on this form.Please also ensure that you have connected with the Treasurer’s Office as that team manages the request.
- Equipment Returns: Equipment returns must be documented and submitted for processing.
- Uncertainty: If unsure about your request, reach out to the Merchant Services Team before submission. [email protected]
Consultant Tips for Efficient Decision Making:
- Before You Request: Review the Clover equipment options and pricing above to determine which device best fits your needs. If you need help determining which system or equipment to choose, a consultation with the Merchant Services Team is always recommended.
- Check Your Current Setup: If you already have equipment, verify if it meets your business’s needs or if you need a replacement or upgrade.
- Banking Updates: Remember that banking changes require internal verification, so avoid entering sensitive banking details directly on this form. Notify leadership for validation.
This decision tree is your key resource to make the right decisions when handling Merchant Services needs. Whether you’re troubleshooting, upgrading, or starting fresh, you can always count on the Merchant Services Team for guidance and support.