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Clover POS for Marketing Agencies: retainers and invoices.

A Clover setup built around how a marketing agency actually sells: the rush, the menu, the payments and the people who run it.

✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.

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How a marketing agency really runs

At Merchant Fund Express, we set up Clover for marketing agencies: the right devices, the features that matter in your workflow and on-site training for your staff.

The rush

Agency billing follows the calendar: monthly retainers at the start of the month, project milestones whenever deliverables are approved and occasional workshops or event fees.

The menu

Retainers, project fees, ad-management fees and one-off services such as a brand workshop or a photo shoot. Each needs a clear name so clients recognize the charge.

The payment mix

Most clients pay by invoice and card, often on the same day each month. A few prefer to pay in person at a meeting.

The people

Account managers and an office manager send invoices and follow up. Logins show who billed which client. When several people send invoices, clear item names and a shared invoice list stop the same client from being billed twice.

The hardware layout

A Mini at the office handles in-person payments, and invoices go out by email for retainers and milestones. A Flex Pocket handles payment at client workshops.

The core device is the Clover Mini.

Mini: Office payments
Flex Pocket: Client workshops and events
Station Duo: Reception desk

Settings worth getting right

Give each person their own login and limit refunds and discounts to managers.
Put your five best sellers on the first screen so new hires find them without hunting.
Check the connection indicator at open so a dropped Wi-Fi link is found before the rush.
Build modifiers once so tickets read the same at the counter, the kitchen and in reports.
Turn on receipt options that match what customers ask for: paper, text or email.
Call Now to Get Set Up: (305) 384-8391

What to avoid

Late invoices are the biggest cash-flow drag for small agencies. Send invoices on a fixed schedule and track who has paid. Automatic reminders on unpaid invoices save account managers from chasing payments and keep the client relationship friendly.

Setup and training

Setup is done with you in the room: devices placed where they will really be used, items and modifiers entered in your language, a test of each payment type and a short training session for opening and closing.

Questions to settle first

What would I do if it failed on my busiest day?
What does my current setup cost me in lost time, not just fees?
What would I do if it failed on my busiest day?

Why work with us

With Merchant Fund Express you deal with the people who set the system up. We come on site, train your team and stay reachable by phone, and our funding side is there if you later need capital or equipment financing.

Common questions

Can I send invoices for monthly retainers?

Yes. Invoices can be sent by email and paid online by card.

Can I take payment at a client workshop?

Yes. A handheld takes card payment anywhere.

Who installs and trains my staff?

The Merchant Fund Express team installs on site, configures your items and trains your staff, then stays available by phone after launch.

What will this cost me?

There is no price list on purpose. Your quote is built from your monthly card sales, your average ticket and the devices you need, so call (305) 384-8391 and we will price your actual setup.

Can I get a free review of my current processing?

Yes. Send or read us a recent statement and we will walk through what you pay today, with no obligation.

Keep exploring

Ready to get set up with Clover?

Call Merchant Fund Express. We install it, train your staff and stay on the line after launch. Ask for a free rate review while you are at it.

Call (305) 384-8391
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