Virtual Terminal

  1. Virtual Terminal- Invoice Layout

    Please give an option for merchant to title/label the invoice.
    Please elicit greater character count (no limit) in the Note/Description section, as opposed to 255 characters.
    Please include an "Insert tip" option, on customer's invoice, prior to paying, once merchant has sent the invoice to their email.

    1 vote

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  2. Include a "tip" section in an online invoice sent via virtual terminal/email

    After I send the invoice via virtual terminal, to a customers email-- a section for the customer to manually input desired tip amount with their invoice balance prior to inputting payment information. My business primarily focuses on sending online invoices to customers, whom I spend lots of time and energy with, and they'd like to tip, however it does not give them that option, unless I automatically include it in the total invoice billing amount.

    2 votes

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  3. Virtual Terminal is confusing customer name when two different customers have the same email address. Please fix this glitch.

    Virtual Terminal is confusing customer names when two different customers have the same email address. Even though I make sure the correct customer name is selected in the VT and it's populated in all fields, the transaction goes under the wrong customer. Please fix this glitch because then I have the incorrect name on the receipt. Even more odd is the fact that when I print the receipt out from the device it populates the correct name. Why is this happening on the VT and showing up correct on the Device?

    1 vote

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    0 comments  ·  Canada  ·  Flag idea as inappropriate…  ·  Admin →
  4. allow us to email the "Order Receipt" instead of the "Payment Receipt" so the receipt shows the customer name

    allow us to email the "Order Receipt" instead of the "Payment Receipt" so the receipt shows the customer name

    1 vote

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    0 comments  ·  Canada  ·  Flag idea as inappropriate…  ·  Admin →
  5. add ability to attach a pdf to an invoice.

    I have a merchant that wants to attach their detailed invoice to the Clover payment invoice.

    1 vote

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  6. fraud verification need address field in the VT

    require address in VT to allow the fraud prevention tool to work.

    1 vote

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  7. change the virtual terminal search box back to the way it was

    Please change the virtual terminal customer search box back to the way it was so I can see multiple different customers at one. This new update or change that happened a few weeks ago allows me to see the first one and then when I scroll I am only able to see in between two. I have already contacted your support team who told me they can help me. PLEASE CHANGE THIS BACK ITS IMPOSSIBLE TO FIND THE CORRECT PERSON.

    1 vote

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  8. Attach Invoicing to Inventory

    It is right there, and shouldn't be that hard of a feature to add. We need the ability to click on inventory items to send via Invoicing through the Virtual Terminal, then it reflect in the Inventory stock count for that item that it was sent. This seems like a no brainer.

    5 votes

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  9. Add payment type to virtual terminal

    We are a church. We get checks in mail. We want to retrieve customer name in the virtual terminal, select the inventory item, select payment type, enter the amount and send receipt.

    1 vote

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  10. List of invoices sent from virtual terminal

    I send a lot of invoices from the virtual terminal and usually all get paid right away but there should be a way to see if one wasn't paid and if I need to follow up with the customer. I think this would be a great add on so we are confident sending invoices knowing we have a confirmation it was paid or not.

    5 votes

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  11. Ability to process a refund through the Virtual Terminal

    Please add the ability to process a refund through the Virtual Terminal. I have gotten this request from over 20 different health care practices (dentists, doctors, etc). Most doctor's office utilize a "back office billing" person that keys cards into the virtual terminal while the front desk uses the Clover Flex or Mini. However, if the back office has to issue a refund to a patient, then they must use the Flex or Mini and can't do it from their computer/virtual terminal. A lot of times the back office biller isn't even in the same building.

    3 votes

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  12. Allow Payment notifications to go to emails other than business owner

    I am the business owner for over 15 clover accounts as I work in corporate accounting/finance and the notifications go to me and not any hospital staff when a client makes a payment using the payment link. This makes no sense and the payment notification doesn't tell me which merchant account it was for. Our hospitals need to know when a client pays them. Often "business Owners" are not the receiption staff who actually enter and apply payments.

    6 votes

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  13. Remove the email required field for stored cards

    Need to be able to store cards even when a customer does not have an email. The settings allow for us to not require the email field, but when trying to charge the first transaction, it won't allow us to proceed without an email

    2 votes

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    1 comment  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Tax Option to Virtual Terminal Invoices

    Add Tax Option to Virtual Terminal Invoices

    2 votes

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  15. Invoice expiration editing/deleting

    Per Clover support, each invoice has an expiration period of 180 days. It would be great to be able to change that to whatever my business needs are. Say my customer policy is to pay the invoice within 30 days, it would be helpful to set that expiration time frame myself. Alternatively, give us the ability to delete an open invoice! If my customer pays by another form of payment, will that open invoice just sit there in my dashboard for 180 days until it expires? In that example it would be so helpful to either delete the invoice or…

    12 votes

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  16. Send reminders to a customer on an invoice

    Per Clover support, invoices have a 180 period before expiration. It would be really helpful to add the ability to send a notification/email to the customer if the invoice is still unpaid within that time. Even if it's just resending the same invoice link.

    6 votes

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    under review  ·  Leif Borden responded

    We are evaluating adding reminders as part of future iterations of Invoicing support

  17. Customer Info on invoicing

    Customers would like to auto find and add their customers info into the invoice like on the virtual terminal.

    1 vote

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  18. Being able to add tax to invoices sent.

    Customers would like to be able to have it add tax to the invoice so that the customer can see the break down of subtotal, tax and total.

    4 votes

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  19. Add search for "business name" to search field, not just person's name or email address

    Merchant charges other businesses for products. They need the option in Virtual Terminal search field to search the business name and not just by a person's name and email address as the people and email addresses may change from time to time. In the customer field the business name is an option, requesting that be added to the search field to easily locate the correct business to be charged.

    3 votes

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  20. International zipcodes

    Merchant would like VT to be able to accept international zip codes that have letters or characters.

    2 votes

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