Products, functionalities and reports

The Product chapter and its subchapters describes the Klearly app as well as the online dashboard and the different functionalities. It also mentions how the Lite version varies from the Full version.

Klearly app

The Klearly app has two versions:

• Full version.
  Available for mobile phones in which all the settings and functionalities can be viewed and edited right on the device. This is the default version available for download on the Google Play Store and Apple App Store.
• Lite version
  Available for PAX and Sunmi hardware. It has been stripped of most functionalities and settings and primarily focuses on accepting payments. The merchant is able to adjust these settings and some of the functionalities from the web dashboard. This is the default version on PAX and Sunmi store.

The next few sections provide a description of what is visible in the Klearly app. If certain sections are not available to the Lite version this will be clearly stated in red and bold.

Home screen

1. In the top left corner you see an icon with three horizontal lines, this is the “Hamburger” menu and brings you to the menu that shows additional information related to functionalities, settings, reports and more.
2. Clicking on the purple receipt icon in the top right takes you to the transaction list.
   1. This icon is not available in Lite version. Instead, Lite users need to go to the “menu” and select the transaction list from there.
3. The company name shows at the top of the screen. The name that is visible here is linked to the business trade name field in the business manager.
4. The calculator allows you to enter the gross amount in €. Depending on whether the “Automatic comma in the calculator” setting in “Sales settings” is enabled or disabled, the user will need to either manually type in a comma or not.
5. When using the calculator to add products/services, the default VAT-rate will be applied that was selected during onboarding.
6. If the catalog functionality is used, then this home screen will be replaced by an overview of the submenu’s and/or individual products. The receipt icon in the top right corner will be replaced by the calculator icon in order to add items that are not part of the catalog.
   1. Catalog functionality is not available for Lite version.
7. There is an optional field to add a payment description. Any description will be visible when you click on the individual transaction in the app, and in the Excel version of the transaction report.
   1. When the catalog functionality is used, the description field is moved to a different screen during the checkout process.
8. If the tip setting is enabled under sales settings, an optional button appears under the description field that allows you to apply tip.
   1. When the catalog functionality is used, the tip field is moved to a different screen during the checkout process.
9. If the discount setting is enabled under sales setting, an optional button appears on a different screen during the checkout process that allows you to add a discount.
   1. The discount setting is only available if the catalog functionality is enabled and items have been created.
   2. The discount applies for the entire checkout. It is not possible to set a discount per product.
10. If the cash setting is enabled under sales settings, when clicking on “charge now”, this will redirect you to an additional screen where you can select whether to pay by card or cash.
11. If the tag functionality is used, an additional screen will appear during the checkout process where you can apply or skip tags.
    1. The ability to skip tags is a separate setting under sales settings.

Menu

The menu can redirect you to other useful sections of the app which will be described in later subchapters.

At the bottom you can change the language between English, Dutch, German, Italian, French. 

Below the “Logout” button you can find the Klearly app version currently installed on that device. Both the Klearly version and device version can be looked up in the business manager.

Not available in Lite version:

• My account
• Sales insights
• Functionalities
• Catalog

My account

Not available for Lite version.

Company info

Not available for Lite version

Here, the merchant van view their company information known to us such as:

• Company name
• Trading name
• Business address
• IBAN

Change password

Not available for Lite version

Here, the merchant can change the password. A verification code will be requested to confirm the identity.

Terms of Service

Not available for Lite version

Here, the merchant can find the terms of service.

Privacy Policy

Not available for Lite version

Here, the merchant can find the privacy policy.

Tripartite Agreement

Not available for Lite version.

Here, the merchant can find the tripartite agreement.

Transaction list

Highlighted sections in red not available in Lite version.

The transaction list shows the following:

• Individual gross transactions including the time they were done. It also mentions an estimated payout date. This is an estimation only and could sometime differ from reality but is usually fairly accurate. Each transaction also contains one of the following icons:
  • Single green checkmark
    • Successful payment not yet paid out.
  • Double green checkmark
    • Successful payment paid out.
  • Grey cross
    • Cancelled payment due to a timeout in the connection, funds have or will be refunded.
  • Red return sign
    • Refunded transaction by the employee.
• A grey bar separating the transactions by day as well as the sum total of that day. 

• A bar at the top to easily switch between the different statuses:

  • All: As the status title says, this displays all transactions and refunds, cards or cash, paid out or not.
  • Paid out: This displays which transactions were paid out on certain dates.
  • Not yet paid out:
    This displays which transactions have yet to be paid out. As this status isn’t real-time, it could be that transactions have already been paid out while our app says they haven’t. Typically, this should correct itself by 18:00 daily.
  • Refunds: This displays all the refunds that were made.
  • Cash: This displays all cash transactions that were registered in our app.

  Click on a specific transaction for the following actions:

  • Refund
  • Sending receipts via
    • E-mail – not available in Lite version
    • SMS – not available in Lite version
    • QR-code
  • In case the transaction you click on is a refund, it will contain a link to the original transaction.
• In the top right corner you will see a purple filter icon that brings you to the transaction filter. See next subchapter for more information.

Transaction filter

Not available for Lite version

Under the transaction filter you can search for transactions by one or more of the following search criteria:

• Transaction type
  • Search by sales
  • Search by refunds
• Time period
  • Search for a selected time period.
• Search bar
  • The merchant can search for transactions associated with specific descriptions if the optional description field was used during a payment.
• Employee
  • If a merchant uses the Team functionality, then they can identify which transactions were done by which employee. 
• Devices
  • If a merchant has multiple connected devices, then this filter allows them to identify transactions done via specific devices.
• Tags
  • If a merchant uses the tag functionality, they can filter specific tags to find the associated transactions.
• Product
  • If a merchant uses the catalog functionality, they can search transactions based associated with specific products.

End of shift

The end of shift functionality, particularly focused on hospitality, allows merchants to close and store daily shifts. With this function you can view the daily total sales and tips per tag. Before this feature can be used in the Klearly app, it must first be implemented via the Klearly dashboard by the Owner or Admin of the account. See the appropriate chapter on how to do this.

 
In order to close end of shift for employees:

1. Click on ‘End shift’ in the Klearly Menu
2. Enter the access code (should be shared by Owner/Admin with employee)
3. You will then see the following overview:

1. Click on submit and it will then give you confirmation that the end of shift has been received. You can then click on “close” or send the end of shift to an e-mail address.
   • On a PAX A920 Pro with printing functionality, the end of shift report can also be printed out if there is printing paper in the device
2. In the end of shift history, employees can view all previous shifts within the app (only visible if a shift is submitted, if not done correctly the shift will not show).

Sales insights

Not available for Lite versions.

In the sales insights you can see the breakdown of the transactions depending on the merchant’s usage and functionalities that they have enabled. The merchant can select the desired time period for which they would like these insights.
The following sections may apply:

Sales

This is a simple breakdown of the sum of (card) transactions over a specific time period:

• Total gross revenue (exc. refunds and tips)
• Number of transactions
• Average gross sales amount
• Total refunds
• Tip

Employees 

If the merchant uses the Team Management functionality, then they can also see the breakdown per employee such as:

• Average gross income per employee
• Gross revenue per employee

Products 

If the merchant uses the catalog functionality, then here they will see the breakdown of the specific products as well as the number of times that specific product have been sold.

Tags

If the merchant uses the tag functionality, then they will see a breakdown of the different tags and the sum of tips, and the gross revenue associated with that tag.

Functionalities

Not available for Lite version.

 

Team management

Not available for Lite version.

With the Team management functionality, the merchant invite employees to make use of their account. There are currently 3 available user roles:

• Owner
  • Can invite admins and employees.
  • Can accept transactions and do refunds.
  • Can see everything.
  • Can change settings and functionalities.
• Admin
  • Can invite another admin
  • Can invite employees.
  • Can accept transactions and do refunds.
  • Can see everything.
  • Can change settings and functionalities.
• Employee
  • Can only view, accept transactions and do refunds that were done on his/her account.

Once Team Management is enabled, the Sales Report and Sales insights will show the revenue breakdown per employee. 

Catalog

Not available for Lite version.

Using the catalog functionality the merchant can add submenus and items to easily select items to add to the receipt without having to type in the individual pricing for each product. The product names will also be shown on the receipt.

You cannot create products first and then later drag and drop them into submenus, so it’s important to create a submenu structure first (if desired). Within each submenu it is also possible to create more submenu layers.

1. To create a submenu you only need to give it a name.
2. To create an item you are asked to provide the following information
   1. Product name
   2. Price including VAT
   3. VAT %
   4. Picture (optional)
3. To add an item within a submenu you must first open (not edit) the submenu and then add a product.

When the catalog functionality is enabled the following changes apply:

• Product names and the unique VAT-rates becomes visible on the receipt.
• Sales insights will show the following
  • Breakdown of different products.
  • The number of times that product has been sold.
• In the online dashboard under “Products”, you will see the following:
  • Breakdown of the different products.
  • Number of times a specific product has been sold.
  • Total gross revenue generated per product.
• The calculator on the home screen will be replaced by the catalog submenu’s and/or items.

The below screen shows what the checkout screen looks like when using the catalog functionality in combination with the tip and discount settings:

Tag system

Not available to create in Lite version but you can use it in the Lite version.

The Tag system allows the merchant to enrich their transaction data by creating custom data points that they would like to track. For example, in case of a boat tour company, they can create a tag and give the tag a name (Boat), then within that tag they can add multiple dropdown options (Boat 1, Boat 2 etc.). 

It is possible to create multiple tags depending on how many data points the merchant would like to monitor.

During checkout, the user can apply a tag to each transaction. Using a setting under sales settings, the user can either force each employee to apply a tag or give the option to skip it.

Once a tag is applied, this can be viewed under sales insights and in the online dashboard, not in the sales report.

The below screen shows what the tagging process looks like during the checkout process:

Reports

All mentioned reports can be downloaded via the report creator in the merchant dashboard.

The reports allow the merchant to view and create reports as desired.
There are currently 4 reports available in the following file types:

• Sales report
• Transaction report
• Payout report
• Bookkeeping report

When creating a report, you have the option to make the following selections:

• Desired time period:
  • Today
  • Yesterday
  • Last month
  • Custom
• File type:
  • PDF
    • Only available file type for payout report.
  • Excel
    • Only available file type for Bookkeeping report.
  • CSV
    • Only available for transaction report. Not available in the app, only in dashboard and report creator.
• Send by email:
  • Setting is disabled by default which means the file will be downloaded onto the device. Enabling it will the report automatically to the provided e-mail address.

See individual sub-chapters for specific information for each type of report.

Sales report

The sales report is sent automatically daily to the e-mail address registered in the business manager. Report creation cycle starts at 09h30 (winter) / 10h30 (summer) Dutch time. Due to the number of merchants, it can take a few hours before everybody has received their reports.

In the business manager, the automated report setting can be enabled or disabled. Currently the merchant does not have the option to do this themselves, they must contact support.

Available in the following file types:

• PDF
• Excel

If the report is downloaded on the device and the file is too large, it will instead be sent to the e-mail address of the user that is logged in and trying to create the report.

The sales report provides a summarised overview of his gross revenue sales during a selected period and breaks it down into the following datapoints:

• Total card payments breakdown by:
  • Payments
  • Refunds
  • Tips (only visible if tip visibility is turned on under sales settings)
  • Amount exc. VAT
  • VAT amount
  • Amount inc. VAT
• Total cash payments (only available if cash is enabled under sales settings) breakdown by:
  • Payments
  • Refunds
  • Tips (only visible if tip visibility is turned on under sales settings)
  • Amount exc. VAT
  • VAT amount
  • Amount inc. VAT
• VAT breakdown
  • Total VAT amount per VAT-rate is displayed (impacted by selection during onboarding and catalog functionality)
    • This does not display the total gross sum over which the VAT amount is calculated. Only the total VAT amount.
• Employee breakdown (if team management functionality is used)
  • Gross revenue per employee
  • Number of transactions per employee
  • Average transaction amount per employee
• Device breakdown
  • Gross revenue per device
  • Number of transactions per device
  • Average transaction amount per device
• Overview of total gross card payments and total transaction costs
  • Transaction fees don’t become visible until the next working day. Calculation of fees happens around midnight UTC+0 and are synched around 9-10 AM Dutch time (depending on daylight savings time).

Restaurants/bars do not see VAT on reports as we have hidden it on receipts and sales reports based on their Merchant Category Codes (MCC). Contact KYC team if restaurants/bars would like to see their VAT on the sales report.

Transaction report

The transaction report is never sent automatically, the merchant must manually download the list via the app or dashboard.

Available in the following file types:

• PDF
• Excel
• CSV
  • only via the dashboard

If the report is downloaded on the device and the file is too large, it will instead be sent to the e-mail address of the user that is logged in and trying to create the report.

The transaction report displays all information related to transactions within a certain period. The report shows what type of device was used for the payments, what type of card was used, how much money is paid out per transaction, and more. 

The following information will always appear in a transaction report: 

• Overview of total gross card revenue
• Overview of total cash revenue
• Overview of total gross revenue (card + cash) 
• Date & time of transactions
• Transaction ID
  • Reference code useful for R&D, not useful for support employees.
• Partner ref ID
  • Only visible in Excel version. Reference code useful for R&D, not useful for support employees.
• Device
  • iOS (phones)
  • Android (phones)
  • Specific payment terminal types such as PAX, Sunmi etc.
• Description
  • If the description field is used during checkout, it will only be visible in the Excel version of the transaction report.
• Type (of payment)
  • Sales or refund
  • Mastercard, VISA or cash
• Settlement number
  • This is the number that will appear as a reference on their bank account whenever a payout takes place. Each payout can contain multiple settlements, and each settlement can contain multiple transactions. Therefore, different transactions can share the same settlement number.
• Amount
• Commission
  • Amount
  • Type of card
• Payout amount
• Payout date

Payout report

The payout report is sent automatically daily to the e-mail address registered in the business manager. Report creation cycle starts at 09h30 (winter) / 10h30 (summer) Dutch time. Due to the number of merchants, it can take a few hours before everybody has received their reports.

In the business manager, the automated report setting can be enabled or disabled. Currently the merchant does not have the option to do this themselves, they must contact support.

Available in the following file types:

• Excel

If the report is downloaded on the device and the file is too large, it will instead be sent to the e-mail address of the user that is logged in and trying to create the report.

The following data points are visible in the transaction report:

• Payout
• Payout date
• Appears as
  • This section contains all the settlement numbers belonging to that payout which appear as reference numbers on the bank account of the merchant.
• Currency type
  • EUR-EUR
  • Other
• Transactions: summary of the number of transactions within that payout.
• Gross amount €
• Commission €
• Payout amount €

Bookkeeping report

The bookkeeping report is sent automatically on the 5th of each month to the e-mail address registered in the business manager. Report creation cycle starts at 09h30 (winter) / 10h30 (summer) Dutch time. Due to the number of merchants, it can take a few hours before everybody has received their reports.

In the business manager, the automated report setting can be enabled or disabled. Currently the merchant does not have the option to do this themselves, they must contact support.

Available in the following file types:

• Excel

If the report is downloaded on the device and the file is too large, it will instead be sent to the e-mail address of the user that is logged in and trying to create the report.

The bookkeeping is the only report suitable for financial reconciliation between the payments and payouts. Merchants should compare this bookkeeping report with their bank account to match all the payouts, without this report, the merchant cannot make sense of the payments and payouts.

The bookkeeping report contains multiple worksheets:

1. Worksheet overview
   1. This provides an overview of the different worksheets with the following information:
      1. Name of worksheet
      2. Description of worksheet
2. Transactions
   1. This is a list of transactions with the following information:
      1. Date & time
      2. Transaction date
      3. Card type
      4. Transaction reference
      5. Appears as
      6. Payout date
      7. Currency type
         1. Other
         2. EUR-EUR
      8. Gross €
      9. Commission €
      10. Net €
3. Daily totals
   1. This is a summary of the daily total revenue with the following information:
      1. Date
      2. Gross €
      3. Net €
      4. Grand total
         1. Unrounded. Rounding happens at settlement level and rounding difference is explicitly mentioned under the transaction fees tab.
4. Transaction fees
   1. This is an overview of the different fees that apply with the following information:
      1. Gross €, net € and commission € breakdown by the following fee types:
         1. Domestic debit card
         2. Domestic credit card
         3. E.E.A. payment cards
            1. This includes debit and credit
         4. Non-E.E.A. and business cards
         5. Chargeback amount
            1. Only visible if applicable.
         6. Administrative chargeback fees
            1. Only visible if applicable.
         7. Chargeback representment
            1. Only visible if applicable.
         8. Subtotal
            1. Unrounded.
         9. Rounding difference
            1. Should typically be no more than a few cents (depends on the volume and payout frequency of the merchant).
         10. Grand total
             1. Rounded.
5. Payout details
   1. This is an overview of the different payouts and displays the following information:
      1. Payout date
      2. Currency type
         1. EUR-EUR
         2. Other
         3. Mixed
            1. Only available for weekly/monthly payout
         4. Within each currency type, the following chargeback information will be shown separately (only visible if applicable):
            1. Chargeback amount
            2. Administrative chargeback fees
            3. Chargeback representment
      3. Transaction date
      4. Reference number
         1. Payout reference
      5. Gross €
         1. Sum of gross totals
      6. Net €
         1. Sum of net total
         2. The EUR-EUR net total, the Other net total, or Mixed net total is the amount the merchant sees appear the bank account of the merchant.
6. In processing
   1. This worksheet only shows up if applicable and displays the sum total of transactions that have not yet been processed split by the following information:
      1. Date
      2. Gross €

The fastest way for the merchant to reconciliate their payments is by following the following steps:

1. Under the “Daily totals” worksheet, check if the gross grand total matches the expectations.
2. Then compare the gross and net grand totals of the “Daily totals” worksheet with the gross and net grand totals of the “Payout details” worksheet to make sure it matches.
3. Compare the “Payout details” worksheet to their bank account and cross off the “EUR-EUR” currency net total, “Other” currency net total or “Mixed” currency net total from the bookkeeping report to complete the reconciliation.
4. In case of mismatches, check if the “Transaction fees” worksheet or “In processing” worksheet clarifies for any differences. If any differences cannot be clarified, the merchant should contact support as there might be a technical issue with the report itself.

Sales settings

Not available in Lite version.

The different sales settings can be enabled or disabled depending on the merchant’s preferences. The below subchapters describe this in more detail.

Receipt settings

Can be used in Lite version but must be set in Full version or dashboard.

There are three different channels through which the merchant can provide a receipt:

1. Via SMS
   1. Not available in Lite version.
2. Via e-mail
   1. Not available in Lite version.
3. Via QR-code

Through the receipt setting, the merchant is able to make the following changes to the receipt:

• Add/remove business logo
• Show/hide company registration address
• Add/remove a custom text that appears on each receipt
• Add/remove a URL-link that will appear as a QR-code on the receipt

Automatic comma

Can be used in Lite version but must be set via Full version of dashboard.

Enabling/disabling this setting will impact whether the comma needs to be added manually when using the calculator to add items or not.

Accept cash payments

Can be used in Lite version but must be set via Full version of dashboard.

Enabling/disabling will add/remove a new screen during the checkout process that allows the merchant to select whether to by card or cash as can be seen in the screenshot below:

Allow discounts

Not available in Lite version.

It is only possible to use discounts if the catalog functionality is enabled and one or more items have been created.

Enabling/disabling discounts makes it possible to add/remove optional discounts during the checkout process.

When applying a discount you can switch between a fixed amount discount or a percentage-based discount. The discount is applied to the full order, it is not applied on a per product basis.

Tipping preferences

Can be used in Lite version but must be set via Full version of dashboard.

With tipping preferences, it is possible to apply the following settings

• Enable/disable tipping during checkout
• Displaying/hiding tips in the sales report
• Decide which tipping screen is shown during checkout:
  • Add a tip yourself
    • This allows the merchant to one of the following tip settings:
      • Rounding up to a certain amount.
      • Percentage-based tip.
      • Fixed amount tip.
  • Let customers add a tip
    • If this setting is used, the merchant can add a pre-selection of 3 percentage-based tipping options.

The below screenshots display the difference between the “add a tip yourself” and the “let a customer add tip”.

Left: add a tip yourself screen

Right: let customers add a tip

Allow skipping tags

Can be used in Lite version but must be set via Full version of dashboard.

Only applicable if the tag functionality is enabled and tags have been created. 

This setting enables/disables the ability to skip tags during checkout.

Cut-off time

Can be used in Lite version but must be set via Full version of dashboard.

The cut-off time determines which 24-hour cycle is displayed on the reports. The time that is filled in, determines the time when one day has ended and a new one starts.

Particularly useful for businesses that operate throughout the night such as bars/restaurants, not useful for business that operate during standard working hours.

By default, the cut-off time is set to 00:00. If the time is changed from the default time that means the report overlaps two different days.

Example:

Today is September 1st. Cut-off time is set to 04:00. This means the 24-cycle the reports take into account starts on September 1st starts at 04h00 and ends after September 2nd at 03h59m59s.

Due to the deviating cut-off time, this means that “today’s” report is relative. If you download a report on September 1st at 03h:00, this means you’re getting the daily report of August 31 as the day of August 31st doesn’t end until 04h00 on September 1st.

Help centre

The help centre will direct the merchant to our helpdesk center which contains information about Klearly and our products. It also displays a chat widget in the bottom right corner that allows merchants to contact customer support. 
 
Cloud to app setting

Only available on Lite version for PAX devices

On the Pax device, there is a menu option to switch between two modes: App-to-App mode and Cloud-to-App mode.

App-to-App mode: In this mode, the device works as usual, allowing you to start transactions directly on the terminal, such as manual payments.

Cloud-to-App mode: In this mode, the device shows the name of the terminal (which you can update from the dashboard). It’s now ready to receive and process payments sent from your POS (Point of Sale) system. Please note: in this mode, you cannot start payments manually on the terminal – all transactions must come from the POS.

Language 

This allows the merchant to switch the app between the following languages:

• Dutch
• English
• German
• Italian
• France

Klearly merchant dashboard

Klearly has an online dashboard (http://dashboard.klearly.eu/) which enables the merchant to empower the merchants to access the following in a nutshell:

• View transaction data, sales insights, products and tags online
• Download reports online
• Edit sales settings
• Enable and manage end of shift functionality
• Use Team Management to manage the sub-accounts
• Can generate easy login codes for the merchant to use on iOS and Lite devices
• Overview of devices coupled to the account and change the names

The dashboard consists of the following sections.

Overview

Dashboard

On this page, you will find an overview of all transactions with valuable data insights.

• Overview of revenue: Includes the number of transactions and the average transaction value, compared to the previous period. Adjust the time period as desired.
• Prediction mode: Get predictions for the upcoming month and year to plan better.
• Customer insights: View the percentage of returning customers, where your customers (geographically) come from, and a breakdown by card type.

Transactions

On this page, you will find a complete overview of all your transactions over a chosen period.

• Filters: Sort by all transactions or split it into paid, unpaid, refunds, and cash transactions.
• Detailed view: Click through each transaction for detailed information and the ability to email the transaction or download the receipt.
• Additional filters: Start and end date, amount, card type, and transactions per device by clicking the filter icon at the top right.

Reports

On this page, you can export various reports on demand. The following reports are available:

• Sales report: Overview of all sales, including tips and tag breakdown.
• Transaction report: Overview of all transactions and refunds.
• Payout report: Overview of payouts to your bank account.
• Bookkeeping report: Summary for the accountant, including payout overview for easy reconciliation.

History of exported reports: Choose the desired period, export in PDF or Excel, and send by email or download directly. For large files, you will receive a download link by email.

 

Products

This page is relevant for users of the product catalog who have added products via the Klearly app. 

• Product overview: View all added products and their sales frequency. Easily export to Excel.

* Managing products (adding, editing, or modifying) is currently not possible from the dashboard.

Tags

This page is relevant for users who have created tags via the Klearly app.

• Tag breakdown: View the title, sales volume, and revenue per tag

* Managing tags (adding, editing, or modifying) is currently not possible from the dashboard.

Shifts

In the Klearly app, it is possible for staff to close and submit a shift. This shift closing can only be done via the app. All settings for this are made from the web dashboard. You can get an overview of the current shift in the web dashboard (refreshing the page always provides the most up-to-date information), and you can also view all previously submitted shifts.

• You can easily adjust the data by clicking ‘custom’.
• Use the filter icon at the top right to easily filter shifts by device. 

Account & Settings

Sales settings

Set all sales-related settings for payments, cut-off time, tips, end of shift, and customer receipt.

Easy Login

Here you can generate a code for an already existing user to login or to use it for a temporary general user. On the Pax, Iphone or Sunmi (Lite version) you can press: Login with code to login. This is only available in the Dashboard to use in the Lite or iOS version of the app

My account

Company Info: View your profile and change your password (the new password applies to both the app and the dashboard).

Legal documents: An overview and download option for all legal documents. Changes to your account must go through customer service.

Team Management

Manage team members: Invite new team members (admins or employees), view current team members and their roles, cancel invitations, or remove team members.

Hardware overview

Here you can see all the devices logged into the account, you can also change the names of the devices used to identify them in the sales report.

Klearly Partner Dashboard 

Klearly has a dashboard for the partners to help give them insight in their merchants 

Overview 

Merchants Dashboard 

Here the partner can review their key business metrics, including sales volume, partner markup, the number of merchants created, and merchant sales volume. Additionally, you can access a list of the top 10 performing merchants. 

Reports 

Partners can download the following reports: 

Markup Report 

providing a detailed overview of sales, commissions, and transactions. 

Churn Report

identifies merchants who transacted in the previous period but not during the current selected period. 

Significant Volume Drop (at Risk) Report

Highlights merchants with a volume decrease of over 50% compared to the previous period. 

Transactions 

Partners can view a complete list of all transactions across all merchants. They can also filter transactions by selecting a specific merchant at the top of the screen using the merchant’s name, business registration number, or email. 

Additionally, partners can click on any transaction to access detailed information. If they identify an issue with a transaction, they can report it by clicking the "Report an Issue" button in the top right corner. This will automatically send the transaction details to Zendesk support for further review by us. 

Pax Terminal Coupling 

Partners have the ability to assign terminals to the appropriate merchants. By selecting the “Couple +” button in the top right corner, they can access a list of their merchants and search for the one requiring a terminal. Once the correct merchant is found, they can proceed with assigning a terminal by entering the serial number of the PAX device. 

Merchants 

Partners have two options to choose from: 

New Merchants 

This section displays the default pricing and allows partners to generate an onboarding link. Any merchant who joins through this link will automatically be set up with the correct pricing. Additionally, partners can create custom merchant deals with different pricing structures. 

Merchant List 

This section provides an overview of all merchants using Klearly, allowing partners to easily manage and review their merchants. This function has a filter to view merchants with cumulative volumes exceeding €10K, along with a new “reseller” filter for improved navigation for ISV partners managing resellers.

 

Account & Settings 

My account 

In this section, partners can view their company information, update their password, and review their pricing details. 

Team management

In this section, you can quickly add users to your account, so you don't need to share your login details with the entire team. This allows other team members to access the portal as well. Simply invite users via their email, and they will receive an email to create their own account.

Webhooks 

In this section, partners can set up a webhook to receive real-time updates by sending data to a specified URL whenever a certain event occurs.

API Documentation 

In this section, partners can access the complete API documentation.