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Connecting Clover to a New InvoiceASAP Account

This article shows how to create a new InvoiceASAP account and connect the payment method to Clover using the Clover Dashboard.

 

STEP 1:  Log into Clover

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STEP 2:  Click on More Tools on the left navigation.

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STEP 3:  Search for InvoiceASAP

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STEP 4:  Choose one of the 2 InvoiceASAP app options.  If your Clover account is the Register plan, then select InvoiceASAP for Register Plan.  Otherwise, select InvoiceASAP for Payments Plus & Register Lite.

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STEP 5:  Click Connect.

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STEP 6:  Select the plan you want and click Accept.

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STEP 7:  Enter the email address and create a password that you want to use to log into InvoiceASAP with and click Create Your Account.

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STEP 8:  Enter your name, your company name and your phone number and click Next.

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STEP 9:  Your InvoniceASAP account is created.  Click on Login.

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STEP 10:  The next view screens are to help you setup your account.  Answer the questions for your business.

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STEP 11:  After the account is setup, you are taken to the InvoiceASAP Web Dashboard.  You are still logged into your Clover account on a separate tab.

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STEP 12:  In the future, if you want to get connected to InvoiceASAP, click on the Open App button from the Clover Dashboard.  

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1 Comments

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    faithdesigncups

    I did this and when I finally got to the point of creating an invoice, it let me but all of my inventory that I listed in the clover app did not automatically upload. I don't know any other way to add my inventory by going in and rekeying everything all over. And I have a lot of inventory. So this isn't useful for me

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