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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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52 results found

  1. 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.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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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

  2. When taking payment via Invoice, there needs to be a required field for our Invoice Number and Employee Name who sent the invoice. In accounting, we don't know what the payment was for in the reports or who originated the payment. All we have is a customer name and dollar amount. Your support suggested a third-party app which seems unnecessary for such a small thing. Invoice number is required for in person payments, why not for invoice payments.?

    5 votes

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    2 comments  ·  Invoicing  ·  Admin →
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  3. 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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  4. 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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  5. 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

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  6. Allow invoice (should be "payment request" to be sent via text also

    9 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  7. 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.

    5 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  8. 3 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  9. 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.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  10. 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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  11. 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…

    3 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  12. I used to have Square and I can say that Square estimate/invoice system is far superior than Clover. I will really appreciate if Clover can match the capability that Square has for the invoice and estimate.

    I send a lot of wedding and special events invoices and we like to make them with all the details of their purchase. We will like that Clover lest us select the items that we have on our menu to add it to the invoice or estimate, add the quantity needed, add a description, date of service, reminders, the option to make a deposit,…

    15 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. 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…

    4 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

  15. We need to allow customers to use the online ordering and then send them an invoice.  If we can't do this with Clover our commercial clients are going to force us to use a different credit card processor and a different system.  Why can't Clover add this as a check out option so we can get the order and generate an invoice?  Clover can charge a fee for this function since we would have to pay someone else anyway.  Do you want business going to Catertrax or some other system?  We really need your help for a solution quick!

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  16. Also please have it so you can view the invoice notes when you click view invoice. Sometimes there are notes there for my bookkeeper and accountants to reference. Right now when we click view invoice we do not see the notes. Again please make the change so we can changing invoice due date. urgently needed for my business.

    6 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  17. when you create an invoices it should allow you to add more items in case customer buys multiple items and once the customer receives the invoices allow them to enter tip

    12 votes

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    Back Log  ·  5 comments  ·  Invoicing  ·  Admin →
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  18. For payment method, for invoices we have clients who pay with checks. There needs to be a method for paying with checks just not as opposed to electronically.

    8 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  19. 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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  20. 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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