Virtual Terminal

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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 →
  9. Add Tax Option to Virtual Terminal Invoices

    Add Tax Option to Virtual Terminal Invoices

    2 votes

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  10. 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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  11. 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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    1 comment  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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  13. Identifier for Invoices in Orders

    When generating an invoice through virtual terminal, there needs to be a simple way to identify the invoices. Could be a new order type or just some label in the order list that says "invoice" or "virtual invoice."

    5 votes

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    planned  ·  0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  14. Merchant Requesting Clover GO and VT Link

    Merchant states that when he processed a sale on the Virtual Terminal he is able to view it on the dashboard. However when he launched the clover go app and goes into the transaction that was processed on VT it does not load. Advised merchant to use the dashboard and confirmed that he is able to see the transaction. Merchant requesting to view VT sales on the Clover go app instead of visiting the Clover dashboard.

    3 votes

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    planned  ·  0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding inventory items to a cash sale

    It would be nice to be able to add items from inventory when doing a cash sale especially when we are having issues with the device or app.

    2 votes

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    under review  ·  0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  16. Virtual Terminal (Invoice Reports)

    For the virtual terminal send invoice option, I would like to see a report for the invoices we sent out (daily, weekly, monthly, yearly timeframes). Also,
    I would like to see invoices paid in report form. It would help with determining if we collect more money by invoices vs over the counter and phone payments.

    9 votes

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  17. Merchant suggested adding a web link to Virtual Terminal in lieu of sending invoices

    Merchant, Tina Gaudino of Richardson Koudelka LLP, suggested adding a web link in Virtual Terminal to send customers in lieu of sending invoices.

    The web link would require customer to fill in required information and send back to merchant via email.

    5 votes

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    under review  ·  0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  18. 1 vote

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  19. Automatically Email Receipt to Customer

    In Virtual Terminal automatically email receipt to customer after completing payment.

    6 votes

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    under review  ·  0 comments  ·  US  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add payment gateway capability to the Virtual Terminal / Clover Dashboard.

    It is great that the dashboard was outfitted with a Virtual Terminal but it seems too easy for First Data to make the dashboard a full blown Payment Gateway. Give it the ability to Store Cards, set up Recurring Payments, Generate an API transaction key or HTML for a Pay Now button.

    15 votes

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

    Clover is actively adding payment gateway features to our platform. We’ve made improvments to our Virtual Terminal, build a new set of APIs and tools such as our hosted iframe, and most recently started to release the first version of our hosted checkout solution. In 2021 we plan to add recurring capabilities and improve our hosted checkout solution to support button and links for those that aren’t inclined to integrate with APIs.

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