# Customer Assigner

Customer Assigner opens the customer selection dialog as soon as the first item is added to an order, so sales are not left anonymous. It also keeps a list of tax-exempt customers: when one of them is on the order, the tax on that order is dropped. On the Clover home screen the tile reads **Assigner**. Setup, the exempt list and Reports also open in a browser.

- Price: $0.99 / month
- Platform: Clover POS (United States and Canada)
- Install: https://www.clover.com/appmarket/apps/9G4Z3B4V92QNC
- Manual: https://howto.payplaxe.com/en/customer-assigner.html

## How it works

1. **It asks for the customer at the right moment** — With the switch on, the customer selection dialog opens as soon as the first item is added to the order in the Register. It opens once per order; an empty order never prompts.
2. **Tax exemption comes from a list** — When a customer from the list is on the order, the app marks that whole order tax-removed in Clover, so every tax on it is dropped. Take the customer off the order and the tax comes back. It is an all-or-nothing switch on the order, not a per-item exemption.
3. **The customer's name goes into the order note** — Assigning a customer writes their first and last name into the Clover order note. Removing the customer clears the note. Anything you typed there is overwritten.
4. **Only assigned, paid sales are reported** — A line is written when the order has a customer assigned, is paid in full and totals more than zero. Date, amount and customer ID, with a period total and a share action. Anonymous sales never appear.
5. **Exemption paperwork is still yours** — The app applies what you told it. Collecting and keeping the exemption certificates, and being able to show them, stays your responsibility.

## What it does

- **Automatic customer prompt** — `Trigger the app in the Register` opens customer selection when the first item is added to the order. It opens once per order.
- **Tax-exempt list** — Mark the customers who are exempt. When one of them is on the order, the app clears the tax on that whole order in Clover; take the customer off and the tax comes back.
- **Search and filters** — Type a name to filter the list. A query that contains digits is sent to Clover as a phone-number lookup, so the whole list changes. In Reports the filter picks one customer.
- **Reports** — Date and time, amount, customer ID and details for each paid order that had a customer assigned, with the period total.
- **Share the log** — Create the report, scan its QR code or e-mail the link when accounting asks for it. Access to the report expires.
- **Web version** — [customerassigner.payplaxe.com](https://customerassigner.payplaxe.com) opens Setup, the tax-exempt list and Reports in a browser. It is the same app you already have on Clover — the setup side of it, with nothing extra to buy. Sign in with `Login via Clover`. The work at the register stays on the Clover device.

## First setup

1. Add the customers to the Clover **Customers** app first.
2. Open **Assigner** on the Clover home screen — the app and the App Market listing are called **Customer Assigner** — then `Setup`.
3. Check `Trigger the app in the Register`. It is on by default, and it belongs to this device, so repeat the check on every Clover device.
4. Open `Select tax exempt customers`, tap the round **+** button, then search the customer list and tap an exempt organisation to add it. The screen closes after each customer, so tap **+** again for the next one. The red `DELETE` on a card takes one off the list.
5. Run a test sale with an exempt customer and check that no tax is charged on the order.
6. Open `Reports` to confirm the sale was recorded. It appears only after the order is paid in full.

> The app applies your list; keeping valid exemption certificates on file remains your responsibility.

## Setup scenarios

### Never lose a customer on an order again

Loyalty, customer discounts and history all depend on the customer being attached to the sale.

1. Open **Assigner** on the Clover home screen → `Setup`.
2. Check `Trigger the app in the Register`. It is on by default, so this is a check, not a change.
3. The switch is saved on the device it is set on — set it on every Clover device that rings up sales.
4. Add the first item to the order in the Register — the customer selection dialog opens. It opens once per order.
5. Pick the customer, or tap `CANCEL` if it is a walk-in.
6. Pair it with [Customer Discounts](customer-discounts.html) so the right discount follows the person automatically.

> Assigning a customer overwrites the Clover order note with that customer's first and last name, and removing the customer clears the note. Anything typed in the order note is lost.

### Tax-exempt customers

Schools, charities and resellers must not be charged tax, and the paperwork has to hold up.

1. Open `Select tax exempt customers` — the button shows how many are selected.
2. Tap the round **+** button, search the customer list and tap an exempt organisation — it is added straight away and the screen closes. Repeat for each organisation.
3. There is no confirm step — each customer is saved as soon as you tap them. Tapping one that is already on the list answers `You already added this customer`.
4. To take an organisation off the list, open the same screen and tap the red `DELETE` on its card.
5. Ring up a sale, assign that customer and check the tax on the order.
6. Keep the customer records in Clover complete, with the exemption reference in the customer's details.

> The exemption is all or nothing: every tax on that order is dropped, not one item's. `DELETE` removes a customer from the list at once, with no confirmation. The app applies your list; keeping valid exemption certificates on file remains your responsibility.

### Report on assigned sales

Accounting wants the list of orders tied to customers or exempt from tax.

1. Open the `Reports` tab.
2. Set the start and end of the period you need — each field asks for a date, then a time.
3. Review the orders: date and time, amount, customer ID. Only paid orders that had a customer assigned are listed.
4. Tap the details icon on a row to open `Info` with date, amount and customer ID, and `Reprint Receipt` for that order.
5. Use the filter icon to open `Set filters` and pick one customer; the icon turns yellow while the filter is on.
6. Tap the share button and confirm `Create report?` — the app warns that access to the report expires after one hour. Then scan the QR code under `Link generated!`, or tap `SEND VIA EMAIL` and enter an address.
7. Check the total at the bottom against your Clover reporting.

## Setup

| Control | What it does |
|---|---|
| Trigger the app in the Register | The switch on the `Assign customers in the Register app` card. Opens customer selection when the first item is added to an order. On by default, and saved on this Clover device only. |
| Select tax exempt customers | Opens the exempt list; the button reads **N Tax Exempt Customers Selected**. |
| Contact us | Support request from the app. |
| App version | The installed version. |
| Bottom tabs | Setup · Reports. |

## Tax Exempt Customers

| Control | What it does |
|---|---|
| Search field | Filters the list by first or last name. |
| Customer card | First name and last name of one exempt customer. |
| DELETE | Removes that customer from the exempt list at once, with no confirmation. |
| + button | Opens `Select Tax Exempt Customers` to add one. |
| Empty list | Reads **Tap on the "Plus" button to add tax-exempt customers**. |

## Select a customer

| Control | What it does |
|---|---|
| Search field | Filters by name. A query with digits is sent to Clover as a phone lookup. |
| TAX-EXEMPT | Red badge on a customer who is on the exempt list. |
| Assigned | Green ribbon on the customer currently on the order; that card moves to the top. |
| REMOVE FROM ORDER | Red bar on the assigned customer. Takes them off the order, clears the order note and puts the tax back. |
| CANCEL | Closes the dialog and leaves the order as it is. |

## Reports

| Control | What it does |
|---|---|
| Date range | Two fields set the start and the end of the period; each asks for a date, then a time. |
| Columns | Date/Time, Amount, Customer (ID) and Details. |
| Rows | One line per paid order that had a customer assigned. |
| Details icon | Opens `Info` with date, amount and customer ID, and `Reprint Receipt` for that order. |
| Filter icon | Opens `Set filters` to show one customer's orders. The icon turns yellow while the filter is on. |
| Share button | Creates the report, shows a QR code of a temporary link and can e-mail it. |
| Total | The sum for the selected period. |

## Everyday use

- Add the first item to the order; the customer dialog opens — pick the customer or tap `CANCEL` for a walk-in.
- Assigning a customer replaces the Clover order note with their name, so keep nothing else in the order note.
- For an exempt customer, check that no tax is charged before taking payment — the app drops every tax on that order.
- Review Reports at the end of the period and share the log with accounting.

## Troubleshooting

| Symptom | What to do |
|---|---|
| The dialog does not appear. | It opens on the first item added to an order, and only once for that order — reopening the same order does not prompt again, and an empty order never prompts. If it never opens at all, check `Trigger the app in the Register` in Setup on that device; the switch is per device. |
| Tax is still charged for an exempt customer. | The customer was not added in `Select tax exempt customers`, or was not assigned to the order. A list change made in the browser reaches the device only after it syncs — open Setup on the Clover device. |
| A customer is missing from the list. | Add them in the Clover Customers app, then reopen the picker. To find someone by phone number, type the digits — Clover answers that search. |
| A sale is missing from Reports. | Only orders that had a customer assigned, were paid in full and total more than zero are recorded. An anonymous or unpaid order is never listed. |
| The order note was replaced by a customer name. | That is the app: assigning a customer writes their first and last name into the Clover order note, and removing the customer clears it. Keep order notes you need somewhere else. |
| 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. |

## FAQ

**Where do customers come from?**

From the Clover customer list — add and edit them in the Clover Customers app. In the register dialog you can also type a phone number; Clover answers that search.

**Does the prompt slow the cashier down?**

It opens on the first item added, once per order, and `CANCEL` closes it, 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. When a customer on that list is attached to the order, the app clears the tax on the whole order in Clover; remove the customer and the tax returns.

**What is the Customer Assigner button on the payment screen?**

The app registers a Clover tender named `Customer Assigner` the first time it is opened. Tapping it opens the same customer selection dialog instead of taking a payment, so take the payment with your usual tender.

**What is the difference from Customer Discounts?**

This app assigns the customer and manages exemption; [Customer Discounts](customer-discounts.html) decides what discount that customer receives.

**Can I do this from a computer?**

Partly. [customerassigner.payplaxe.com](https://customerassigner.payplaxe.com) opens the same app in a browser, with Setup, the whole tax-exempt list (add and delete) and Reports. Sign in with `Login via Clover` — your Clover account, no QR code and no password. Everything at the register stays on the Clover device: the customer prompt, assigning a customer to a live order, the `TAX-EXEMPT` badge, `REMOVE FROM ORDER`, the tax removal and `Reprint Receipt`. The switch is read-only in the browser and answers `Can be changed on Clover POS only`. Open the app once on the Clover POS first, otherwise the site answers `Open Customer Assigner on your Clover POS, then try again`. A list change made in the browser reaches the device when the device syncs — when Setup is opened there or an employee signs in.

**How much does it cost?**

$0.99 per month, with a 30-day free trial.

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