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  1. Employee Summary by Revenue Class report needs to be available on the terminals, not just Dashboard..

    I need a report available on the terminals (that employees have access to) that breaks down sales by revenue class. I have a bar/restaurant and tip out is done based off of sales (liquor/food).

    75 votes

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    10 comments  ·  Virtual Terminal  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello, 


    If comparing to the Employees Report within the Web Dashboard, which shows Employee Sales Summary and Employee Summary by Revenue Class, would this information suffice, or are there additional details/classes that would be helpful for this on-device report?


    Also, does the Reporting App on the device help with this request, or is that also missing pertinent information that your staff would like to see?


    Thanks, 

    Clover Product

  2. Clover Dashboard: Virtual Terminal Supporting Inventory

    virtual terminal on the dashboard to be able to involve his inventory to track stock amounts and sales

    43 votes

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  3. Detail Batch Report Needed listing all transactions at closeout

    When batching out, Clover should have an option to be able to print all transactions out that are included in that batch.

    This is something that First Data terminals can do like the FD130 or the Verifone VX520. A merchant presses batch out or closeout and the batch report prints and lists every single transaction by amount and last 4 digits of cc.

    I have lost sales of Clover devices just because this functionality is lacking. In one case, I was giving the merchant a free Flex, and he didn't want it after he found out he can't print a…

    27 votes

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  4. 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…

    16 votes

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  5. Allow payment confirmations to be sent to the company email used to login to Clover Virtual Terminal

    Currently payment confirmations can only be emailed to the Business Owner's email. If employees login to take payments and email invoices under the "Owner" account, they have access to the entire merchant account and all settings, which is not secure.

    12 votes

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  6. CARD ON FILE

    PLEASE!!! Please update software to be able to store cards on file through the clover itself as you have through the virtual terminal.

    10 votes

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  7. Make the Void Report and the Void Function Useful and Safer

    Make the Void Report (and the Void Function) Useful!

    While I'm glad we finally have a report that logs all Voids, we still need major Void and Void report upgrades:
    1. Logging a void is helpful, but owners and managers need to know WHY something was voided. We need to be able to create and assign Void reasons or codes, ESPECIALLY for restaurants.
    2. The current VOID function is almost worthless, because it ONLY works immediately after a payment has been made. Virtually all major competing POS systems and credit card terminals allow voiding of items and payments up until…

    8 votes

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  8. Enable the creation of a "New Order" on the Web Dashboard

    Enable a "Create New Order" function on the web dashboard. That will enable a salesperson to create a new/custom order & make edits/adjustments without the need for using Clover Station at the Point of Sale. That way, once the order is complete & ready for pick-up/payment, any associate can pull the Open Order up at the Point of Sale & collect payment at the time the customer picks up their order.

    8 votes

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  9. Itemized invoice in clover dashboard/virtual terminal

    Many of them need itemized invoice feature in clover dashboard / Virtual terminal

    7 votes

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  10. 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.

    7 votes

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  11. 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.

    6 votes

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  12. Employee Summary by Revenue Class report needs to be available from the terminals, not just Dashboard.

    Employees need to have access to a revenue class breakdown for their shift on the terminals, as tip out is based off of liquor/food sales.

    6 votes

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  13. 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.

    6 votes

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  14. terminal to read "transaction canceled" instead of "All Done" when backing out mid sale

    When a transaction is cancelled or backed out of, the terminal should read "transaction cancelled" instead of "all done" as the message is the same after a sale is completed so merchants are complaining they wouldn't know if the cardholder backed out of the sale when passed the terminal without verifying the "transactions" app after each sale

    6 votes

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  15. Multi-Location Inventory: Export & Import for bulk editing

    Multi-Location Inventory management functionality is subpar compared to the existing functionality in individual location dashboards.

    We urgently need export/import functionality for bulk item, categories, labels and location assignment editing. We have 2000 items that has to be centrally managed (via Multi-location dashboard) and synced between all locations. It is unrealistic to go and change 2000 items from begin with.

    Also it is unrealistic to Multi-location manage items from Web dashboard only. Individual clover terminals at different locations has to offer a feature to edit according properties for location, category, label assignment and those shall propagate to all other locations if…

    5 votes

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  16. looking to email customer list automatically each month from either dashboard or terminal

    Merchant knows how to add to customer list for promotion opt-ins, but would like a way to schedule an automatic email to the list every time there is a promotion to the people who have opted in.

    5 votes

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  17. Customer Facing Terminal Attached to Clover Mini

    The Clover Mini can be used as customer facing terminal attached to the Clover Station 2018 or to it self the Clover Mini. Some merchants are using the Clover Mini as a merchant facing terminal instead of the station 2018. It is a known issue with Clover Support that the Clover Mini EMV card slot gets damaged when using metal cards. The ability to attach a relatively inexpensive EMV/CTLS customer facing terminal to the Clover Mini would effectively and efficiently protect the more expensive Clover Mini from being damaged and buy the hardware team time to review / redesign the…

    5 votes

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  18. Virtual Terminal - Text Invoice

    Send Virtual Terminal invoices through text message. Currently restricted to email.

    4 votes

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  19. Virtual Terminal - Send Invoice - Add Tips

    Allow customers to add a tip to their payment when making payment via the "Send Invoice" feature in Virtual Terminal. Your competitors have this feature and I would be leaving a lot of money on the table if I stayed with Clover instead of switching.

    4 votes

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  20. virtual Terminal notes reporting

    Merchant would like to be able to export transactions ran via the VT app and have the notes section also populate on the excel sheet. She currently adds an order note but when she exports the payments the notes section is blank.She needs this to help with her invoices being sent. I advised of clover Go showing the notes but she needs the invoice option via the VT

    4 votes

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