Virtual Terminal

  1. add taxes to the invoice sent from Virtual Terminal

    merchant is set up for Clover Account only - he wants to send invoices with taxes noted but is unable to add taxes to the invoice he sends to the customer - is there a way we can get this added to the VT invoicing option?

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    completed  ·  0 comments  ·  Canada  ·  Flag idea as inappropriate…  ·  Admin →
  2. List from Merchant I recieved - Im a BC

    • Recurring invoicing for existing customers
    • The ability to see all invoices and their payment status in one dashboard or filter.
    • The ability to select customers from a drop down menu when sending an invoice (to avoid having to manually type in the customer information every time you set up an invoice).
    • The customers tab does not merge the same customer under one customer line. Instead it repeats the same customer information repeatedly. It would be great to input customers into the platform and then select the customer to see all the invoices and payments received in…

    9 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Email merchant when invoice is paid

    Once an invoice is paid, have an email notification sent to merchant to let them know it is paid. Otherwise they have to constantly check their batch/transactions. This would make it much easier to keep track of open invoices and reconcile.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Leif Borden responded

    By default all paid invoices receive an email to the owner of the clover account

  4. Virtual terminal customer name allow special characters

    Virtual terminal customer name allow special characters such as dash and apostrophe and multiple last names. When attempting to add customer with two last names it says invalid.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    completed  ·  0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  5. Gateway link for customers to make online payments

    Merchant wanted gateway link for customers to make online payments to merchant

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Leif Borden responded

    Clover Invoicing is a tool that is part of Virtual Terminal that allows you to send an email with a link requesting payment from a customer.

  6. Enter Company Name for profile info on Virtual Terminal

    The Merchant wants to be able to enter the customer's business name while entering the card information, in the same place as they can enter in customer name and address and phone number information.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Leif Borden responded

    business name is an optional field that can be enabled in VT setup

  7. Add tax option to Virtual Terminal

    We have several clients that use Davo Sales tax app to capture sales tax.
    This means they cannot use the Virtual Terminal because there is no way to "add tax" to Virtual Terminal sales. The Virtual Terminal only works for Payments Plus type payments.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    completed  ·  2 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  8. Linking Virtual Terminal to Website

    Have the ability to link the Virtual Terminal to a business website to make for customers to make payments.

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Leif Borden responded

    Clover hosted checkout is currently available and we work with various shopping cart partners that allow you to setup a website.

  • Don't see your idea?

Virtual Terminal

Categories

Feedback and Knowledge Base