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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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41 results found

  1. via SMS and Email option on the dashboard when doing recurring payments.

    80 votes

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  2. some merchants are requesting for recurring payments to be able to email a link to a customer and then the customer enter the cc info and select the monthly date they want the card debited and that Our competitor Stripe has this functionality.

    19 votes

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  3. This would be so beneficial to those that run their businesses virtual only and do not take actual credit card numbers, adding protection and security for both parties. I am a former Stripe user and they make this super easy for merchants to set up and utilize. It also would be great if we could have payment links for recurring payments where the customer can fill out their cc information and have it saved in the system under their profile.

    18 votes

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    Planned  ·  Kevin Nathan responded

    Hello, 

    Thank you for your feedback. This will be available in a future release.

    Thank you, 
    Clover Product 

  4. Allow the option to update a Customer's saved card info, without having to actually make a charge to the card.

    16 votes

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  5. Hi - we use Clover for a daycare. We allow families 2 weeks of vacation. Would be ideal if I could edit the start date to bump it a week instead of having to delete and re-add them back into the plan. I have 13 customers in the one plan for the amount so I can't pause the whole plan. I need to just pause one family in that plan.

    Also would be phenomal to filter it alphabetically or by amount - our plans are by weekly and amount or bi-weekly and amount or monthly and amount. Instead of it…

    11 votes

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  6. Add an option to view projected recurring schedule for payments or number of projected payment. Give an opportunity to confirm the correct information.

    10 votes

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  7. There needs to be an option for recurring payments through the payment links on a website, not only through the virtual terminal

    9 votes

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  8. Merchant would like to create recurring payments that are able to be processed on the same date that they are created.

    DON EICHMANN
    MID 517530470105651
    Phone 541-839-6200
    Merchant wants to be reached out for further enhancement request explanation.

    6 votes

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  9. I need the ability to edit a customers email and phone number without deleting and recreating their entire record which charges them again.

    5 votes

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    Hello, 


    Can you confirm if you're on the Clover Payments Plus plan? The ability to edit a customer's profile is available today within our Essentials plan.


    Thanks, 

    Clover Product

  10. In the old system we used, our clients on recurring payment would sometimes pay their monthly draft in person before the draft occurred. We called that "COLLECT AT CLUB". That would cancel out their upcoming payment and mark them as having paid that month's draft. This does not exist in Clover but what could make this doable would be to allow the START DATE (or NEXT PAYMENT DATE) to be edited like the End Date is. Currently, the START DATE is set and permanent. In order to change the NEXT PAYMENT, a client must be deleted and re-set in the…

    5 votes

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  11. We have a lot of saved recurring customers. I can no longer send them an email after we charge their card. We have to manually type it in every time. Before this last update, all we had to do was click send email to the customer because it was saved in our clover device.

    Now we have to ask over and over their email, or go to a different page, search customer's names and copy & paste or remember emails which are impossible. Very aggravating.

    For many customers this is inconvenient and they rather pay cash or check. So we…

    5 votes

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  12. Recurring payment invoices showing a "Failed" status should allow for in the view invoice the resulting bank code as to why it failed i.e. credit card expired, insufficient funds, closed account, etc. This gives me more insight into my customer so I can make decision on how I plan to rectify the account.

    4 votes

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  13. Please make the recurring payment page alphabetically by plan name! I'm not sure why it wouldn't have been built that way from the start.

    4 votes

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  14. An email should be sent to the client after they make a payment in Hosted Checkout. Email address is already a required field so it should be simple enough to then send the receipt via email. This is pretty common practice with online transactions. The "Payment Received" confirmation page is good, but customers also expect an automatic email sent to them for their records.

    4 votes

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  15. Linke Clover payment to Quick Books. we have a recuring mothly payments and we want it to be linked to invoices on Quickbook

    4 votes

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  16. MERCHANT ASKING BECAUSE THEY STATE CARD IS SAVED ON FILE AND CUSTOMER AGREES, AND MERCHANT DOES WORK HOWEVER IN SOME CASES CUSTOMERS REMOVED THE CARD AND THEY ARE NO LONGER ABLE TO CHARGE THEM, THIS IS HAPPENING W/O THEM KNOWING

    4 votes

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    Planned  ·  Kevin Nathan responded

    Hello,

    This will be available in a future release.

    Thanks, 
    Clover Product

  17. Have the ability the edit billing information and customer information once already added.

    3 votes

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  18. Ability to Export a Recurring payment plan. We have subscription payments each month and I need to be able to export a recurring plan so I can sort it to compare to the list of active subscriptions. Each month we are adding/subtracting subscriptions or prorating amounts. Currently, the list of customers is in a random order.

    3 votes

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  19. We are a non-profit that have donors wanting to give monthly. Clover does not have the option for them to enter this themself. This option should be for the donor/customer to enter their own card and choose to give monthly at time of the their first transactions. They would have to enter their donation each month!
    We have lost several donors because this was not an option. PLEASE MAKE THIS AVAILABLE FOR DONORS TO ENTER AND CHOOSE THIS OPTION WITH THIER AMOUNT.

    3 votes

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  20. It would be nice to be able to make or change recurring charges from the clover station. Currently it seems the only way to do that is from the clover back office web portal. Not all of my employees have web dashboard access.

    3 votes

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