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Taking Payments

There are a lot of ways to take a payment. Provide your ideas to help advance Clover’s payments acceptance process here. We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Virtual Terminal: Provide all feedback on the Virtual Terminal in this category. How can we make this solution more useful for merchants?

2. Refunds/Exchanges: If you have any feedback on Clover’s refund or exchange functions please let us know here.

3. Recurring Payments: Share your thoughts on accepting recurring payments here. Tell us how we can improve.

4. Invoicing: Is there any functionality that can be added to our systems to enhance the invoicing feature? Put your ideas in this forum category.

5. Voids: How can we make voiding a transaction easier and simpler? Tell us your suggestions to improve this payment feature.

6. Invoicing: Share your thoughts on invoicing here. Tell us how we can improve.

7. Discounts: Ideas in the forum category should talk about the built-in Clover discounts feature which can be found in your dashboard. How can we make giving discounts easier and more effective?

8. Taxes: What functionality can be added or improved to make charging and managing taxes easier.

9. Tipping: How can we enhance Clover’s tipping options to benefit merchants, employees, and customers? Place all ideas related to tipping here.


Taking Payments

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53 results found

  1. Currently can only resend an invoice once. This is not enough for alot of people who aren't organized. Need the ability to resend more than one time.

    4 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  2. We would like to have a control field added to the Virtual Terminal Invoice option, that will transfer over to reporting. We use control numbers for all transactions, on a normal transaction that number carries over to reporting. There is no such field in the Invoice option. This forces our accounting team to spend long lengths of time researching customer names, rather than already having the control data in reporting.

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  3. Merchant wants the option to send invoices trough the clover devices and also wants to be able to have the option to scan to pay

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  4. 3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  5. We need test/SMS to pay critically. It is requested by my merchant weekly. Is this on the roadmap to add to Clover solutions, soon?

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  6. Very helpful to have a receipt print from our Clover Mini once an invoice is paid by a customer and then we could reconcile that receipt against our batch.

    As it stands we have to log into our clover dashboard or check our email. Furthermore, the email to which the paid invoice receipt should be the email of the user that sent the invoice request and not just the business owners personal email address. Clover only sends emails to just the business owners email address, and I had to change that to the businesses email address so my manager can…

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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    Hello,

    Thank you for your suggestion, but your first request does not align with our current priorities.

    We will take your second request into consideration within our feature backlog. 

    Best, 
    Clover Product

  7. merchant would like to have the option to get a copy of the invoice sent their email (like carbon Coby receipts for clover go)

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  8. Clover gives you the option to create an invoice and add the total amount due, however they only give you one line to describe what the customer paid for. in this case it does not look very professional if you sell retail and do services. our suggestion is to allow us to create an invoice with multiple lines describing what our customers paid for
    example ....
    :Amp $100
    :Install amp $120

    instead of amp 100 install amp 120 in a straight line. .
    giving it a more receipt looking view

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  9. Option to discount all orders in a given time frame.

    Example: All items 25% off during November.

    3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  10. When you send a customer invoice, it defaults to a single sales tax rate. Where we operate, we have a 6% state, 1% local, and 2% hospitatlity. We cannot bundle it all together because some entities do not pay all 9%. There needs to be a way to select multiple tax rates for the same invoice

    2 votes

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    Back Log  ·  0 comments  ·  Invoicing  ·  Admin →
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  11. I love using the invoice feature in Clover; however, some customers send a check in the mail or send payment via another method, and I can't currently mark the invoice as paid. That presents a problem. I'd like to have accurate reporting, but I'm instead going to have to mark the invoices as cancelled when they actually have been paid. Please create an option to manually mark invoices as paid. It would also be great to denote which invoices have been manually marked, providing an option for me to record how the invoice was paid, versus invoices that were paid…

    2 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  12. To improve the invoice with the date that you want to be paid and not the same date you send the invoice, columns for each product being sold, message box to say something for the customers order, to be able to edit the invoice

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  13. I recently changed over from the Square POS to Clover and I find the invoicing system lacking. I need to be able to do the following tasks:
    edit or update an invoice after it has been issued and need to be resent
    Need deposit payment capability on invoices such that I can assign payment milestones by % or by amount and dates that they are due. Then reminders need to be sent to the customer to pay it
    Need to be able to forward invoices to another email address
    Need to be able to record a payment for an invoice…

    2 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  14. Have an employee section in the Clover invoice so the company can see who sends out the invoice. Also, let this employee be notified so they know when it is paid

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  15. It is crucial for merchants to have the ability to add a box that cardholders must check before they make a payment on invoices. The box can be used for terms of service/agreement, disclaimers, etc.

    IE Check here to agree to the terms of service as outlined in your contract. Terms can be found here <insert link>

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  16. When emailing a payment we enter our Order number in the control field. When that payment is made, that order number in the control field does not show in reporting. This makes it impossible for us to tie transactions to the correct order number. This is essential for our business and keeps us from using the email payment option for our customers. Simply adding that control to the reporting, similar to the way it does for all other transactions would be our request.

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  17. Hello ~

    My issue is I need a report for my employees end of shift report to print out the number of transactions they had for their shift. This was available before Wed April 24, 2024. The report had the subtotal of all cards (not detailed cards though) and then the tips separately, so the employees had to add these numbers together to get their total of their cards and tips.

    Since the update April 24, 2024, they add together the amounts now, but do not give the number of transactions made so they can count up their physical copies.…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  18. We would like to invoice clients using the laptop and choose an item from our inventory. We use the inventory for the POS at events. But we would like to invoice for Classes and Camps and use inventory and not just use the notes for a more professional look/ experience for our clients. I found a backdoor way on the phone but I don't want to run that amount of business $$ just on the phone. Thank you!

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  19. REQUESTING MULTIPLE "TO" EMAIL ADDRESSES FOR SINGLE INVOICES: Merchant with new CLOVER ACCOUNT is requesting the ability to send invoices to multiple email addresses for one customer, such as TO the APPROVAL MANAGER and ACCOUNTS PAYABLE. Merchant stated he CAN enter more than one email in the CUSTOMER app on Clover, but he said it is a show stopper if we can't sent out two emails at once.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  20. For Recurring billing can it be added to have the ability to clear overdue invoices

    1 vote

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