Overview
How it works
1
It asks for the customer at the right moment
With the switch on, the customer selection dialog opens on the order screen in the Register.
2
Tax exemption comes from a list
You mark which customers are exempt; their orders are handled accordingly.
3
Everything it touches is reported
Date, amount and customer for each order, with a period total and a share action.
The app never replaces the Clover Register — it adds to it. Payments, taxes and reporting stay in Clover.
Features
What it does
01
Automatic customer prompt
Trigger the app in the Register opens customer selection on the order screen.
02
Tax-exempt list
Mark the customers who are exempt; their orders are handled accordingly.
03
Search and filters
Find people in a long customer list quickly when building the exempt list.
04
Reports
Date and time, amount, customer ID and details for every order, with the period total.
05
Share the log
Send the report out of the device when accounting asks for it.
| Platform | Clover POS (United States) |
|---|---|
| Price | $0.99 / month |
| Free trial | 30 days |
| Built for | Stores with loyalty or account customers, and anyone selling to tax-exempt organisations |
| Developer | PayPlaxe — independent software vendor (not an ISO) |
Install
Price & installation
$0.99 / month
$0.99 / month
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
- Open the Clover App Market — on the device, or at clover.com/appmarket in your web dashboard.
- Find the app by name, or open its direct link from the button above.
- Tap Connect / Install and accept the permissions the app requests.
- The 30-day free trial starts automatically. The subscription then appears on your monthly Clover invoice.
- Open the app on the Clover device and sign in with a Manager or Admin employee account to configure it.
- 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.
- Add the customers to the Clover Customers app first.
- Open Customer Assigner → Setup.
- Turn on Assign customers in the Register app.
- Open Select tax exempt customers, search the list and tick the exempt organisations.
- Run a test sale with an exempt customer and check the tax on the order.
- Open Reports to confirm the sale was recorded.
The app applies your list; keeping valid exemption certificates on file remains your responsibility.
Reference
Screens and settings
Every screen of the app and what each setting does.
Setup
| Setting | What it does |
|---|---|
| Assign customers in the Register app | Opens the customer selection dialog on the order screen. |
| Select tax exempt customers | The exempt list; the button shows how many are selected. |
| Contact us | Support request from the app. |
| App version | The installed version. |
| Bottom tabs | Setup · Reports. |
Reports
| Setting | What it does |
|---|---|
| Date range | Two fields set the start and the end of the period. |
| Columns | Date/time, amount, customer (ID) and details. |
| Filter icon | Narrows the list. |
| Share button | Sends the log out of the device. |
| Total | The sum for the selected period. |
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.
1Never lose a customer on an order again
Loyalty, customer discounts and history all depend on the customer being attached to the sale.
- Open Customer Assigner → Setup.
- Turn on Assign customers in the Register app.
- Start an order in the Register — the customer selection dialog appears on the order screen.
- Pick the customer, or skip if it is a walk-in.
- Pair it with Customer Discounts so the right discount follows the person automatically.
2Tax-exempt customers
Schools, charities and resellers must not be charged tax, and the paperwork has to hold up.
- Open Select tax exempt customers.
- Search the customer list and tick the exempt organisations.
- Confirm the selection — the count is shown on the setup screen.
- Ring up a sale, assign that customer and check the tax on the order.
- Keep the customer records in Clover complete, with the exemption reference in the customer's details.
The app applies your list; keeping valid exemption certificates on file remains your responsibility.
3Report on assigned sales
Accounting wants the list of orders tied to customers or exempt from tax.
- Open the Reports tab.
- Set the start and end of the period you need.
- Review the orders with their amount and customer.
- Use the share action to send the log out of the device.
- Check the total at the bottom against your Clover reporting.
At the register
Everyday use
What the cashier does after the app is configured.
- Start the order; the customer dialog appears — pick the customer or skip it for a walk-in.
- For an exempt customer, check that tax is not charged before taking payment.
- Review Reports at the end of the period and share the log with accounting.
If something is wrong
Troubleshooting
Symptom on the left, what to do on the right.
| Symptom | What to do |
|---|---|
| The dialog does not appear. | Assign customers in the Register app is off in Setup. |
| Tax is still charged for an exempt customer. | The customer is not ticked in Select tax exempt customers, or was not assigned to the order. |
| A customer is missing from the list. | Add them in the Clover Customers app, then reopen the picker. |
| 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
Where do customers come from?
From the Clover customer list — add and edit them in the Clover Customers app.
Does the prompt slow the cashier down?
It appears on the order screen and can be skipped, so a walk-in sale is not blocked.
Does it handle tax exemption automatically?
It works from the tax-exempt list you build in the app.
What is the difference from Customer Discounts?
This app assigns the customer and manages exemption; Customer Discounts decides what discount that customer receives.
How much does it cost?
$0.99 per month, with a 30-day free trial.
Support
Contacts
Email
Text message
Website
In-app support
Settings → Contact us
Answer time
5–15 minutes