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Actions

Build a rule once — add an item, apply a service charge, trigger a discount, set an order note or show a reminder — and Actions runs it on the right orders, either automatically or with a one-tap prompt. Settings sync across every Clover device in the store.

$1.99 / month Free trial: 30 days Clover POS (United States)
Overview

How it works

1

A rule is six answers

Title, prompt-or-automatic, what to do, the object it acts on, when it fires, and which order type it applies to.

2

Two moments to fire

Either when the first item lands in the cart, or when the payment screen opens. Nothing happens in between.

3

Prompt or silent

Prompt me shows a dialog the cashier confirms or declines. Add automatically applies the rule without asking.

4

It changes the order, not the payment

Rules add or remove items, service charges, discounts and notes on the Clover order. Payments and taxes stay Clover's job.

5

Reversible

Whatever a rule added to the current order can be undone from the revert screen.

6

Store-wide

Rules sync to every Clover device, so one register cannot drift from the others.

The app never replaces the Clover Register — it adds to it. Payments, taxes and reporting stay in Clover.
Features

What it does

01

Nine rule objects

Add Service Charge, Set Order Note, Add Item, Add Custom Item, Add Custom Item (% of order subtotal), Add Order Discount (percentage or amount), Remove Item, Remove Service Charge.

02

Prompt or automatic

Prompt me shows a dialog the cashier confirms; Add automatically applies the rule silently.

03

Two trigger moments

You put the first item to the cart or You open the payment screen.

04

Order type filter

Limit a rule to one Clover order type — dine-in, delivery, pick-up — so delivery fees never land on a walk-in order.

05

Custom dialog

Rename the apply and cancel buttons and set their text colours, so the prompt reads the way your staff speak.

06

Revert applied actions

Undo what a rule added to the current order from the app's revert screen.

07

Device sync and protection

Rules sync to every register; Restrict access stops employees from editing them.

PlatformClover POS (United States)
Price$1.99 / month, flat
Free trial30 days
Built forRestaurants and delivery, retail with add-on fees, any store that repeats the same manual step on every order
DeveloperPayPlaxe — independent software vendor (not an ISO)
Install

Price & installation

$1.99 / month

$1.99 / month, flat

Install on Clover App Market
Every app has a 30-day free trial. Clover bills the subscription with your monthly Clover invoice; one subscription covers the whole store unless the price row says otherwise.

How to install

  1. Open the Clover App Market — on the device, or at clover.com/appmarket in your web dashboard.
  2. Find the app by name, or open its direct link from the button above.
  3. Tap Connect / Install and accept the permissions the app requests.
  4. The 30-day free trial starts automatically. The subscription then appears on your monthly Clover invoice.
  5. Open the app on the Clover device and sign in with a Manager or Admin employee account to configure it.
  6. To cancel, open the app in the App Market and tap Uninstall.

Install and cancel any time from the Clover App Market.

Start here

First setup

Do this once, in this order. It takes a few minutes and the app is then ready for the shift.

  1. Open Actions. The list shows every rule with its When and Do lines; the dot on the left says whether it is active.
  2. If the rule needs a service charge, create it first in Clover: Setup app → Additional Charges (Register plan or higher).
  3. Tap + and fill the six steps of the editor from top to bottom.
  4. Step 4 — Set trigger object is the red bar: tap it and enter the item, amount, note or discount the rule works with. A rule without it cannot be saved.
  5. Use CUSTOMIZATIONS in the top bar to rename the apply and cancel buttons and set their colours.
  6. Save, then test the rule on a real order before the shift starts.
  7. Open Settings and turn on Restrict access so employees cannot edit or disable your rules.
A rule with no order type selected applies to every order type.
Reference

Screens and settings

Every screen of the app and what each setting does.

Actions list

Actions list
SettingWhat it does
Status dotGreen — the rule is active. Red — it is paused and will not fire.
WhenThe trigger moment: first item in the cart, or the payment screen.
DoWhat happens, e.g. Prompt me - Add Service Charge.
PencilOpens the rule editor.
BinDeletes the rule.
TROUBLESHOOTINGOpens the built-in answers for the most common problems.
+ buttonCreates a new rule.

Rule editor

Six numbered steps. Work top to bottom — later steps depend on earlier ones.

Rule editor
SettingWhat it does
1. Action TitleYour own name for the rule, e.g. Delivery Fee. It is not shown to customers.
2. Action ShouldPrompt me asks the cashier; Add automatically applies silently.
3. To (tap to select)The action: Add Service Charge, Set Order Note, Add Item, Add Custom Item, Add Custom Item (% of subtotal), Add Order Discount (percentage or amount), Remove Item, Remove Service Charge.
4. Set trigger objectThe concrete object: which item, which service charge, the amount, the note text or the discount value.
5. When?You put the first item to the cart or You open the payment screen.
6. Order type should beLimits the rule to one Clover order type. Leave empty for all.
CUSTOMIZATIONSApply and cancel button titles and their text colours.

Settings

Settings
SettingWhat it does
Contact usSends a support request from the app.
2. Restrict accessWhen on, employees cannot edit your rules — only managers and admins.
3. Debug infoShows internal processing; for support sessions only.
App versionThe installed version.

Built-in troubleshooting

The same answers are always one tap away on the device, in English.

Built-in troubleshooting
SettingWhat it does
Rule does not fire at paymentUncheck Automatically take payment on Connected Device in Clover Setup → Payments.
Service charge percentageConfigured in Clover Setup → Additional Charges; needs the Register plan.
Device sleeps or misbehavesDisable Battery Saver in Android settings.
Anything elseEmail contact@payplaxe.com with the app name and details.

Screenshots taken from the running app on a Clover device. The apps’ interface language is English. Click a screenshot to enlarge.

Configuration

Setup scenarios

Each scenario is a complete configuration — follow the steps in order.

Most configuration screens require the Clover employee role of Manager or Admin.
1Delivery fee added automatically to delivery orders

The fee should appear on every delivery order without the cashier remembering it.

  1. Open Actions and tap +.
  2. Step 1 — Action Title: Delivery Fee.
  3. Step 2 — Action Should: choose Add automatically.
  4. Step 3 — To: choose Add Custom Item.
  5. Step 4 — Set trigger object: name it Delivery, set the amount and tick Taxable if it is taxed.
  6. Step 5 — When?: You put the first item to the cart.
  7. Step 6 — Order type should be: select your delivery order type, then Save.
Fees apply to the order the same way for every payment method. They are not card surcharges — for a compliant way to offset processing costs use Order Discounts (Cash Discount).
2Ask the cashier before adding a service charge

Large parties get a service charge, small ones do not — so the cashier decides at the payment screen.

  1. In Clover open the Setup app → Additional Charges and create the service charge with its percentage (a Register plan or higher is required).
  2. In Actions create a rule with Action Should = Prompt me and To = Add Service Charge.
  3. In Set trigger object select the service charge you created in Setup.
  4. Set When? to You open the payment screen.
  5. Open Customizations and rename the buttons, e.g. Add 18% and No thanks.
  6. Save — at payment the cashier gets a two-button prompt.
3Staff reminder at the start of every order

Upsells, ID checks or packaging instructions that the team keeps forgetting.

  1. Create a rule and set To = Set Order Note (or use the reminder object).
  2. Write the text staff must see, for example Ask about the loyalty card.
  3. Set When? = You put the first item to the cart.
  4. Leave the order type empty to apply it to all orders and save.
  5. Turn on Restrict access in Settings so employees cannot switch the rule off.
At the register

Everyday use

What the cashier does after the app is configured.

  1. Nothing to do for automatic rules — they apply themselves.
  2. For a Prompt me rule, a dialog appears at the trigger moment: confirm or decline with the buttons you named.
  3. If a rule was applied by mistake, open Actions and use the revert screen to remove it from the current order.
  4. If a rule must be paused for a day, open its row and stop it instead of deleting it.
If something is wrong

Troubleshooting

Symptom on the left, what to do on the right.

SymptomWhat to do
Please set action when saving.Step 4 (Set trigger object) is empty. Tap the red bar and choose the item, charge, note or amount.
Please select your service charge.The service charge no longer exists in Clover, or none was picked. Create it in Clover Setup → Additional Charges and select it again.
This action can be editable by managers and admins only.Restrict access is on in Settings. Sign in as a manager or admin to change the rule.
The rule fires on the wrong orders.Check step 6 — with no order type selected the rule applies to all of them.
Action can't be reverted.The order has moved on (paid or closed). Reverting only works while the order is still open.
The app's dialog never appears on the payment screen; Clover shows "Customer is choosing payment method".Open the Clover Setup app → Payments and uncheck Automatically take payment on Connected Device, so payment is taken on the primary device.
Settings cannot be opened or changed.Sign in with an employee whose Clover role is Manager or Admin. Some apps also have their own Restrict access switch that locks the configuration.
The app works erratically, or stops reacting after the device has been idle.Turn off Battery Saver in the device's Android settings and keep the device online.
A change made on one device is not visible on another.Settings sync through the cloud; give it a minute and make sure both devices have a network connection.
Questions

FAQ

Does Actions add credit card surcharges?
No. Fees apply to the order identically for every payment method. To offset processing costs the compliant way, run a cash discount program with Order Discounts.
Do rules work on all my devices?
Yes — settings sync between devices, so a rule created on one register applies across the store.
What is the difference from Auto Item?
Actions is the wider engine — more rule combinations, reminders and device sync. Auto Item is the quick, focused tool for adding fees and items, at $0.99/mo.
The rule does not fire on the payment screen. Why?
Open the Clover Setup app → Payments and uncheck Automatically take payment on Connected Device. Also make sure Battery Saver is off in Android settings.
How do I change a service charge percentage?
Service charges live in Clover, not in the app: open SetupAdditional Charges. The Register service plan is required.
How much does it cost?
$1.99 per month, flat, with a 30-day free trial.
Support

Contacts

Text message
In-app support
Settings → Contact us
Answer time
5–15 minutes