Clover is both a merchant account provider and a technology company, which allows them to truly provide an all-in-one payment solution. Through their technology platform, they offer a merchant account solution, payment gateway, mobile, and ACH processing through one company.  They are also one of the only payment processors in the US with an A+ BBB rating. Clover is a powerful integration that allows you to charge your client’s management fees directly to their credit card within the Orion system.

Orion integrates with Clover using the credit card information entered at the Household level in Orion to link to the Clover payment system. This connection is then used during the billing process to charge advisory fees to the client’s credit card and then receive updates on the posted payments in a Fee Collection instance in the Orion Bill Generator.