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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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63 results found

  1. 109 votes

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  2. Merchant wants to have the ability to void transactions if the transaction is not closed. Merchant wants to void hours after the transaction was taken to prevent refunding.

    80 votes

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  3. 51 votes

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  4. Ability to Create an order on the POS, then send an invoice to a customer for payment. If you could log into the online dashboard, and select an open order, and send it as an invoice to a customer who then could pay it online.

    43 votes

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    3 comments  ·  Invoicing  ·  Admin →
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  5. Merchant States that they used to receive a pop- up saying " this card is authorized for this amount $xx, do you want to continue?" on debit card transaction

    Used to be a feature, but they no longer see it.

    25 votes

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  6. Clover.com only allows for full refunds. Manual refunds are not an option, only to view past manual refunds. In addition, refund should be available to select either by line item or by refund amount.

    24 votes

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  7. The merchant would like to see all the transactions associated with a closeout batch using a "closeout details" button

    24 votes

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  8. Give us the ability to change the due date on invoices instead of clover dictating the due date.

    22 votes

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    4 comments  ·  Invoicing  ·  Admin →
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  9. Per Clover support, each invoice has an expiration period of 180 days. It would be great to be able to change that to whatever my business needs are. Say my customer policy is to pay the invoice within 30 days, it would be helpful to set that expiration time frame myself. Alternatively, give us the ability to delete an open invoice! If my customer pays by another form of payment, will that open invoice just sit there in my dashboard for 180 days until it expires? In that example it would be so helpful to either delete the invoice or…

    22 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  10. The merchant would like to issue a partial refund within the transaction app and not have to issue it manually

    21 votes

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  11. Add a "notes" field for description of REFUNDS for tracking and reporting.

    18 votes

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    Hello,

    This will be available in a future release, known as Void and Refund Reasons, which the merchant can enable/disable. 

    Thanks, 
    Clover Product

  12. The Invoicing tool in Virtual Terminal should have a drop down menu that is connected directly to the Clover Inventory in the register.

    1. This will allow the open to invoice to still be seen on register screen with the Orders app.
    2. Once paid this will automatically update the Clover inventory and Sales reports

    Right now, the way its set up there is really no real advantage for me to use it over any other invoicing apps out there.

    15 votes

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  13. Clover needs to have a Void button for credit transactions. This would allow an incorrect or unwanted credit card transaction to be removed and possibly reran, if neccesary. Then, the charge would not show up on the customer's bank account until the hold falls off, and the merchant would not be charged the discount fee for the refund.

    15 votes

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    0 comments  ·  Voids  ·  Admin →
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    The current Refund button in the Transactions app will be changed to dynamically be labelled as Void or Refund, depending on the clearing state of the transaction.

  14. I need the ability to change the Due Date on an invoice. It looks like an automatic due date of 7 days from the invoice date is applied to each invoice. Please remove the Due Date or allow us to change it.

    14 votes

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    1 comment  ·  Invoicing  ·  Admin →
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  15. merchant should be able to specify COD, 15 days, 30 days, etc.

    14 votes

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    0 comments  ·  Invoicing  ·  Admin →
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  16. 12 votes

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  17. May I suggest a few things.

    Allow for a merchant to denote an item scanned/rang in on the register screen as a *refund/exchange. If the total amount is negative, the "PAY" button is inactive, a "refund" button appears and then the CREDIT is issued back to the customer. An option on the item screen near discounts or something to denote it as a "refund/exchange" item is what would make most sense.

    Our issues right now include returns on BOGO 1/2 OFF sales, partial refunds, exchanging for other items with a different price and the inability to attach an item to…

    12 votes

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  18. Merchant loves using hyperlinks in Account & Setup / Ecommerce Payment Links. However, he needs to be looking at transactions every day in order to see if there were any payments. He would like to see a notification to his email address when somebody pays using the link

    9 votes

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    2 comments  ·  Invoicing  ·  Admin →
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  19. We need to be able to take partial refunds. This is very important in retail sites since we have customers only returning certain items on their receipts. We called customer services and they said we could only do full refunds or we have to fake a new transaction with the items they are returning to get a total and than do a manual refunds for that amount. We than have to manually adjust our inventory. There has to be a better way. We should be able to choose the item that they are returning and only refund that amount and…

    9 votes

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  20. We have a wine club set up and we set it up with reoccurring payments in Clover. So we have 60+ users right now and we have to go through them all individually each month to see if the card was declined or not. It would be really helpful if we could receive an email notification when cards are declined in the reoccurring payment section.

    We want to promote it more, but this part of the process is so time consuming that if we scaled up to 100-150 people then we wouldn't be able to maintain the program b/c we…

    9 votes

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