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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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61 results found

  1. 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 .

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  2. 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.

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  3. 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.…

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  4. 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!

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  5. For Recurring billing can it be added to have the ability to clear overdue invoices

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

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  7. Currently we are only able to print the converted amount receipt, and it features two totals at the bottom (cash total, credit total). This is confusing to some of our customers, and if they opt to pay with cash, we would like the ability to print a discounted receipt reflecting only the cash total.

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  8. When creating a new customer for an Invoice - the last name cannot have a space in it - so for instance we cannot create a customer with the last name " Von Trapp". Clover support tried to tell me this was by design that back end banking systems don't support this (which I question very heavily because the First Name field allows for spaces) but even if that is the case they have to make the front end invoice support this because that invoice becomes a legal document so has to be able to display a customer's actual name.

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  9. offer option to split payment type on a single invoice. so you could use multiple cards or eve a mix of ACH and credit card on a single invoice.

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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

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  11. An option to add tips on invoices would be great. We perform services while people aren't home and then invoice them but we lose out on a lot of tips if we send the invoice. We have been using the payment links to get around this but the payment links don't always show the customer information so they are not ideal either. Plus they have to enter the total manually. Thank you!

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  12. 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…

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  13. It would be nice to be able to supress the business address on the invoice, as our business is in our home and I would like to not share my home address with all my customers. Is there a way to supress the address on the invoices?

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  14. The original invoice notes/details describing the cost being sent to a customer is only received the customer and it is not saved as a copy in our system. Customers cannot/will not always retrieve their emails so we don't have a way to prove after-the-fact what costs did or did not cover from paid invoices.

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  15. In my job I do not deal with customers face to face all my clients are dealt with online so I am often needing to send an invoice for payment. It tends to get very busy around here and I often forget to check back to see if they have paid their invoice leaving customers waiting longer than they should for their results. With our previous provider when a payment was made I received an email notification with a copy of the receipt to my preferred email as a reminder this was one of my favorite features whereas clover only…

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  16. You really need to Add Editing to Invoices as it is essential in case you make a mistake or need to adjust a price.

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  17. Invoice cannot be resent to a different email address in the event address was incorrect or outdated.

    - I have reach out to the Engineering Team At this time Clover does not have a way to change a wrong or outdated email address from the invoice. The merchant will have to manual cancel the invoice and create a new one. We are able to submit an enhancement request in regard to creating that feature in a later update.

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  18. Currently the ACH option when selected is not mobile friendly and looks poorly designed. It would be great if there were an option to disable this and only allow for card payment.

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    Hello, 

    Thanks for your feedback. Are you referring to ACH acceptance within the Clover Hosted Checkout solution? If so, Merchants can already disable ACH within the Clover dashboard. 

    Other questions we have about this are whether you're requesting the ability to disable ACH only on mobile OR enhance the layout so that mobile ACH renders properly. 

    Your response would be appreciated.

    Thanks, 

    Clover Product

  19. Currently when an invoice is cancelled the customer gets and email saying it was cancelled, merchant needs the option to select whether or not a notification should be sent

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  20. 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.

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