Account & Access
Can't log in? Sign-in problems and how to fix them
Wrong-password errors, reset links that won't work, choosing the right account, and getting back in.
Read article Account & AccessManaging team members, roles and permissions
Add people to your account, control what they can do with roles, and fix access problems.
Read article Account & AccessSigning in with Salesforce
How Salesforce sign-in works, how to set it up for your team, and what to do when it fails.
Read articlePayments
Creating a payment link
Set up a shareable checkout page, choose your options, and resolve failed or declined payments.
Read article PaymentsUnderstanding payment decline messages
What each decline message means and what your customer should do about it.
Read article PaymentsIssuing refunds and voids
Return funds to a customer, full or partial, and fix refunds that won't go through.
Read article PaymentsManaging customers and saved payment methods
Add and edit customers, save cards, and keep payment details up to date.
Read article PaymentsRegional payment methods: ACH, Boleto and PIX
Accept bank transfers and Brazil payment methods — settlement times, required fields, and what's supported where.
Read articleDevices
Setting up your Clover Flex 4
Unbox, charge and power on your handheld card machine, plus care and safety tips.
Read article DevicesSetting up your Clover Kitchen Display System
Mount, power on and connect your kitchen display (standard or 24″ XL), including Power over Ethernet and safety tips.
Read article DevicesSetting up your Clover Station Duo
Assemble the terminal, customer display and receipt printer, connect the hub and power it on.
Read article DevicesSetting up your Clover Go 3 Dock
Assemble the dock, seat your Go 3 reader, connect power and optionally secure it to the counter.
Read article DevicesSetting up your Clover Flex 4 Pocket
Unbox, charge over USB-C and power on the pocket-sized handheld, plus care tips.
Read article DevicesSetting up your Clover Kiosk
Connect power, switch on and load receipt paper on the self-service ordering kiosk.
Read article DevicesSetting up your Clover Go 3 card reader
Charge it, get the Clover Go app, pair over Bluetooth, and read the status lights.
Read article DevicesSetting up your Clover Station Solo
Connect the terminal and printer base, power it on and load receipt paper.
Read article DevicesSetting up your Clover Compact
Load the printer roll, add the optional PIN shield, and power on the countertop terminal.
Read article DevicesSetting up your Clover Mini 3
Connect the hub, power on the all-in-one touchscreen and load receipt paper.
Read articleBilling & Subscriptions
Subscriptions and recurring billing
Charge customers on a schedule, handle failed renewals and dunning, and cancel cleanly.
Read article BillingCreating and sending invoices
Build an invoice, send it, get it paid, and fix the issues that come up.
Read article BillingSetting up products and prices
One-time vs recurring prices, and the rules for changing a price that's in use.
Read article BillingCoupons and promotion codes
Create discounts and codes, apply them, and fix codes that won't work.
Read articleIntegrations & Developers
Installing the Arca plugin for WooCommerce
Install, configure credentials, sell subscriptions, and fix setup and checkout errors.
Read article DevelopersWebhooks: setup, events and troubleshooting
Register a URL, see the events you can receive, and handle delivery and retries reliably.
Read article DevelopersDeveloper API quickstart
Base URLs, authentication, your first call, and the conventions you need to know.
Read articleReference