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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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137 results found

  1. In order to avoid having to delete and recreate an invoice in order to send a "reminder" to a client about an existing invoice, would be great to have the following features added:

    -Ability to send out to multiple recipients/ability to CC other recipients
    -Ability to change/modify due dates and terms
    -Ability to send a reminder or re-send an existing invoice (perhaps to alternative email address if necessary)

    I believe at this point, there is an option to send a reminder, but after 7 days. It would be great if we are able to send out reminders or re-send invoices…

    2 votes

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    0 comments  ·  Invoicing  ·  Admin →

    Hello,

    Regarding #1, this request does not align with our current priorities.

    #2 will be available in a future release.

    #3 has been released. 

    Thanks, 
    Clover Product

  2. The latest update created a due date, always one week from the date the invoice is sent. The due date should be an adjustable field as each business has its own terms. Ex: payment upon receipt, net 10 or 30.

    2 votes

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  3. Merchants want the ability to add taxes when sending invoices on the Virtual Terminal

    5 votes

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    0 comments  ·  Taxes  ·  Admin →
  4. we want someone to pay a deposit and come later. so they do a split payment and want the remaining balance to be shown on the receipt.

    1 vote

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    Hello,  

    Our recommendation would be to obtain a receipt via text/web from the Orders app, rather than a "Payment" receipt. This will contain all the associated payments for that order. 

    Thanks, 

    Clover Product

  5. Add both Amount AND percentage options to tip options. Some people like to tip a percentage, others like to tip an even $1, $5, $10 etc

    2 votes

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    Completed  ·  0 comments  ·  Tipping  ·  Admin →
  6. I have 3 recurring plans, I added 4 customers to the plans and when I go to view the plans and customers, the customers do not appear. which means if my customer cancels the subscription I can't find them to delete it.

    2 votes

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  7. Send Virtual Terminal invoices through text message. Currently restricted to email.

    4 votes

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  8. Fraud Prevention Tools to add a transaction limit so if the same total gets charged on the same card within a minute then it should decline the transaction.

    This will prevent duplicate charges to the same card.

    1 vote

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  9. When searching for ann outstanding or pending invoice under the Invoices tab, I do not always know when an invoice is due. It would be helpful to have "all" as an option under Due Date so I don't have to search "this month," then "last month" and maybe "custom date range."

    1 vote

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    0 comments  ·  Invoicing  ·  Admin →
  10. Currently what you see in Recurring Payment Plan is based on the "Start Date" filter. That would require having the merchant remember when they added the customer to the plan or changing "start date" to custom and moving date back to when the plan was created. Most other gateways allow you to see all customers in a plan by simply clicking on it. It makes managing customers plans much easier.

    1 vote

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  11. After I send the invoice via virtual terminal, to a customers email-- a section for the customer to manually input desired tip amount with their invoice balance prior to inputting payment information. My business primarily focuses on sending online invoices to customers, whom I spend lots of time and energy with, and they'd like to tip, however it does not give them that option, unless I automatically include it in the total invoice billing amount.

    3 votes

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  12. Allow customers to add a tip to their payment when making payment via the "Send Invoice" feature in Virtual Terminal. Your competitors have this feature and I would be leaving a lot of money on the table if I stayed with Clover instead of switching.

    5 votes

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  13. Some of can't aren't the the shop. So when we receive a complaint on yelp or email, we need to have access to issue refunds on orders when we log into the Clover dashboard.

    2 votes

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  14. I need the ability to accept a debit card as credit and bypass the pin

    2 votes

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  15. I would like to be able to change Total PAID to just TOTAL. Because I use a Charged tender.

    1 vote

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    Hello, 

    This is improved in our upcoming gen3 UX.  

    - Merchant receipt screen is "Payment Complete - $ Amount"

    - Customer receipt screen is "Paid - $ Amount"

    Thanks, 

    Clover Product

  16. If a customer paid with a debit card we see that we can't process a return to that payment method. It does give an option for a gift card. I would like to see an option for another payment method so we don't have to process the return manually.

    2 votes

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    Hello, 

    Thank you for your feedback and patience. 

    We believe this has been resolved for at least Visa, MasterCard, and Discover through our support of Online Refund Authorization. Please reply back if we are misunderstanding your original post.

    Thanks, 

    Clover Product


  17. Business Name is an optional field when merchant takes a payment via the Virtual Terminal; however, when they want to Send Invoice, Business Name is still not an option. Please add it to Send Invoice tab as well so invoices can be addressed to a business rather than individual

    2 votes

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  18. Remove void and refund limitation time limits on debit card transactions. The 25 minutes is a concern and is impacting the merchant's ability to satisfy customers.

    1 vote

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    Hello, 

    This behavior is controlled by Fiserv SE Number. Please contact Clover Support to validate the merchant's SE Number to determine if this behavior is not currently available for the merchant.

    Thanks, 

    Clover Product

  19. I send a lot of invoices from the virtual terminal and usually all get paid right away but there should be a way to see if one wasn't paid and if I need to follow up with the customer. I think this would be a great add on so we are confident sending invoices knowing we have a confirmation it was paid or not.

    6 votes

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  20. The merchant would like to issue a partial refund within the transaction app and not have to issue it manually

    23 votes

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