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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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49 results found

  1. 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.

    4 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  2. 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?

    4 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  3. 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.

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  4. Have the ability to choose a specific date for an invoice to be sent and not the prefixed weekly, monthly etc.

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  5. 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

    3 votes

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    Back Log  ·  0 comments  ·  Invoicing  ·  Admin →
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  6. How cool would it be able to search for open orders from Dashboard and not just from the device? Then from there, in the dashboard, if you could send the "open order" to customer as an invoice with ability to pay right from there that would be even better. Would be practical for those who stop in or call in an order but then want to be invoiced. Our staff in store is too busy to do this or be able to find the open orders. Would be cool if we could do so from afar without having to be…

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  7. 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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  8. 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.

    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. The ability to add a custom invoice number prior to sending it to the customer so payments made through invoicing could be exported the same way as anyother payment. The third party apps often do not function correctly. The virtual terminal is beautiful and invoicing could be too

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  11. Merchant would like to be able to draft an invoice before sending it.

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  12. Please add links to pdf files for the invoices in Billing and Statements. As a cloud based company this seems an obvious thing to do, reducing the need for paper based copies if the merchant chooses an opt out to reduce waste.

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  13. 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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  14. 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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  15. Since the dashboard update this week, I can no longer view my "notes" on my invoice. This is directly impacting our work flow.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  16. You should be able to see the number of recurring payment transactions and the total prior to the charges being made on recurring payments. I have called them every months and yet nothing changes .

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  17. On the dashboard, in account and setup, under Payment links, it isn't possible for a merchant to add taxes to a payment link, button, or QR code payment. A merchant with the Essential plan, integrated to Quickbooks, cannot sync taxes to quickbooks with payment links. Also, there is no detail about what the customer in buying under payment link. The ''Basic information name'' doesn't show anywhere in the payment link.

    1 vote

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

    1 vote

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  20. Please allow there to be a prompt for Invoice Number when processing Telecheck Payments

    1 vote

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