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1. Itemized invoice in clover dashboard/virtual terminal

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

   44 votes

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   Started  ·  16 comments  ·  Virtual Terminal  ·  Delete…  ·  Admin →
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2. Allow multiple partial completions of pre-authorized transactions for partially-completed orders instead of entering a new transaction

   In our mail-order/retail business, we use pre-authorized to completion transactions 99% of the time. Sometimes a customer's order is only partially completed/shipped due to inventory availability. Later on, once we receive the backordered items, the balance of the customer's order is shipped. We need to be able to do completions for the second part of the order using the balance of the pre-authorized amount which was not completed upon billing of the first shipment.

   For example, an online order (using Payeezy/Clover API) is submitted for 30 books totaling $300. We have 20 of them in stock. We ship the 20 we have, backorder the remaining 10, and complete $200 of the $300 pre-auth for the items shipped. We order more of those books from the publisher, and we receive them 2 days later. We send the remaining 10 copies to the customer. Now we need to complete the $100 remaining balance from the original $300 pre-auth, but there is no way to do that like we could in the Payeezy virtual terminal. Once a completion is executed on a pre-auth, even if it is not for the full amount, the pre-authorized transaction is closed, and nothing further can be done with it.

   The cumbersome work-around I have discovered is to look up the transaction in the Transactions--Payments function, click Details, then click the Duplicate Payment link to enter a whole new transaction for the $100 second part of the order.

   Instead, it should work like the Payeezy system did and allow us to run two (or more) separate completions on the one original pre-authorized transaction.

   In our mail-order/retail business, we use pre-authorized to completion transactions 99% of the time. Sometimes a customer's order is only partially completed/shipped due to inventory availability. Later on, once we receive the backordered items, the balance of the customer's order is shipped. We need to be able to do completions for the second part of the order using the balance of the pre-authorized amount which was not completed upon billing of the first shipment.

   For example, an online order (using Payeezy/Clover API) is submitted for 30 books totaling $300. We have 20 of them in stock. We ship the 20… more

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   2 comments  ·  Virtual Terminal  ·  Delete…  ·  Admin →
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   Started  ·  AdminCommunications (Head of Internal Communications, Clover) responded

   We are finalizing development on this an will launch shortly.

   
   

   Thank you so much for your feedback.

   
   

   Clover Communications