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

    1 vote

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

    1 vote

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    0 comments  ·  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

    2 votes

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  6. please generate an option for the costumers to save credit card information in their profile for future payments when using a secure email payment request. (invoice)

    My app provide subscription plans but as soon as I migrating the costumers to clover I have been sending monthly manually invoices for their subscriptions.
    My app was controlled by stripe, and we are testing clover. But meanwhile some costumers are cancelling because its causing a negative impression when before was auto from my own app.

    Any solution?

    4 votes

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  7. It would be great if invoices from recurring payments could be changed from failed to paid or even deleted once completed. Also would like to be able to pause individual clients within the recurring payment programs instead of only being able to pause all or none. Lastly would like to be able in recurring payments to adjust the payment date when needed without having to delete the person and readd them.

    4 votes

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    4 comments  ·  Invoicing  ·  Admin →
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  8. 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…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  9. 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…

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  10. Individual Users subscribe to Invoice Paid notifications. Our clover account has one admin at corporate in another country. Her getting paid notifications does not help us any. As sales reps, if we could individually subscribe to invoices for notifications if they get paid, or just if we could be notified on invoices that we create from our account. This would be super helpful.

    6 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  11. It would be great to have a field that allows us to write a specific note toward a receipt.

    We thought that a "Note for item or service" was a note that would be displayed on the receipt, so the customer knows what the receipt is about, however, it turned out to be an internal note.

    We hope to have an external note section to put details regarding the payment on the receipt.

    5 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  12. 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?

    1 vote

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

    8 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  15. 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.

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
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  16. 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,…

    14 votes

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  17. 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…

    1 vote

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

    1 vote

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  19. Merchants and their employees need to be automatically notified when an invoice is overdue and/paid. Merchants want to be automatically notified when an invoice is overdue so they dont have to log in and look at each invoice. MErchants also want the reminders of past due to be automatically sent to the customers.

    1 vote

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  20. 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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