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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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31 results found

  1. I need a report available on the terminals (that employees have access to) that breaks down sales by revenue class. I have a bar/restaurant and tip out is done based off of sales (liquor/food).

    97 votes

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    Hello, 


    If comparing to the Employees Report within the Web Dashboard, which shows Employee Sales Summary and Employee Summary by Revenue Class, would this information suffice, or are there additional details/classes that would be helpful for this on-device report?


    Also, does the Reporting App on the device help with this request, or is that also missing pertinent information that your staff would like to see?


    Thanks, 

    Clover Product

  2. Merchant, Tina Gaudino of Richardson Koudelka LLP, suggested adding a web link in Virtual Terminal to send customers in lieu of sending invoices.

    The web link would require customer to fill in required information and send back to merchant via email.

    9 votes

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  3. when I placed an order, I only see add discount button only. I would like to have a button for add charge button so that I can charge extra right there on the system.

    8 votes

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    Hello, 


    Can you please elaborate on your request? What Clover app are you using, and at which point are you in the user flow? 


    In advance, you may want to review our solutions for Item Modifiers, and/or Service Charge to see if either already support what you're looking to do.  


    Thanks, 

    Clover Product

  4. Merchant would like to see the tip line and suggestions at the bill so he is able to have it on all receipts, for all form of payments accepted at the business.

    7 votes

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    1 comment  ·  Tipping  ·  Admin →
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  5. I contacted Clover Support, who told me Clover updated on 11/1/23 and removed all Custom Tender options set up by our company while selling gift cards. Example: when on the payment screen while loading a gift card, there used to be our custom tenders under the "Other" section, but all of our custom names have been replaced by "Check" and "Mail/Phone Order". The custom names are still on our account under Account & Setup > Tenders>Custom Tenders, they just do not actually show up on any devices in our company after the update.

    The support rep said there is no…

    5 votes

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  6. We would very much like to have the mandatory invoice number feature, from the payments settings, work with the hosted checkout payment links.

    This is a must-have feature for matching a payment someone is making without having to search for their name, etc. I see others have asked for something similar to this almost a year ago.

    We can't make this work for our business without this feature.

    5 votes

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  7. 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

  8. Looking for a line item summary at the end of the transaction when using the payment link.

    3 votes

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  9. Give customers the option to tip if they pay with a clover gift card.

    3 votes

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  10. We recently switched from Payjunction to Clover. I have to say that other than your customer service Payjunction has much more to offer clients. A couple things that I would like to suggest to help customers who store clients credit cards in the virtual terminal are:
    1) Allow clients to store multiple credit cards on file.
    2) When we are searching client credit cards... show a list of recent transactions. I am happy to assist if you have any further questions.

    3 votes

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    Hello, 


    Thanks for your feedback. 


    Regarding #1, we'll share this with our Consumers team.


    Regarding #2, do you want to search for cards on file, first6/last4 of the card, and do you want to search for that on device, or the web dashboard?


    Thanks, 

    Clover Product

  11. Virtual Terminal is confusing customer names when two different customers have the same email address. Even though I make sure the correct customer name is selected in the VT and it's populated in all fields, the transaction goes under the wrong customer. Please fix this glitch because then I have the incorrect name on the receipt. Even more odd is the fact that when I print the receipt out from the device it populates the correct name. Why is this happening on the VT and showing up correct on the Device?

    3 votes

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  12. Merchant would like to be able to change the date on a transaction

    3 votes

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  13. In the Tips program, it would be very helpful to also show the Cardholders Name or Last Name. Rather than having to look for the last 4 digits on the receipt and on the screen.

    2 votes

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    1 comment  ·  Tipping  ·  Admin →
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    Hello, 

    Thanks for your feedback. Would you mind elaborating on the problem you're running into by not having the Cardholder Name in this Tips report? Also, to confirm, are you referring to the Tips app on the Clover device, or on the Clover Web Dashboard?

    Thanks, 

    Clover Product

  14. The merchant has clients that bill at different time periods and which requires the creation of multiple payment plans, the client suggested a single QR functionality that would notify the merchant of upcoming payments

    2 votes

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    Hello, 

    In an effort to better understand your merchant's request/pain-point, can you please clarify how they intend to utilize the QR code for this? Would it be allowing the user to hit a hosted checkout page with a variable amount? If so, that's available today.

    Thanks, 

    Clover Product

  15. When in the back office on the computer I want to be able to see the same screens as the clover devices on-site have. Then I can use the correct sales categories for revenue and charging.

    2 votes

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    Hello, 

    Thanks for your feedback. Are you referring to the on-device settings within the Inventory app, and not being able to see/use that within the Virtual Terminal? 

    Thanks, 

    Clover Product

  16. Allow the user to opt in and out of certain notifications to their email, SMS, or Clover G2 App!

    2 votes

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    0 comments  ·  Voids  ·  Admin →
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    Hello, 


    Thanks for your feedback. Can you please provide further details on what you would be looking for? We see value in notifications of refunds processed by other employees. Any additional context or requirements you may have would be great. 


    Thanks, 

    Clover Product 

  17. Have a feature that allows us to customize categories for when tips are appropriate and when they are not. For example, if someone orders from the dine in/restaurant category, have a feature available for tipping. If they order grocery items, they should not have an option to tip.

    2 votes

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    Outreach Request  ·  1 comment  ·  Tipping  ·  Admin →
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  18. Clover needs a alert option for voids and refund so the owner or manager can know live when these transactions happen

    2 votes

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    Hello, 


    Thanks for your feedback. This does seem like a good idea. 


    Are there specific modes of transactions that you would like to be notified about (e.g. On device, Ecommerce, Hosted Checkout, all)? 


    Also, any preference for how notifications are delivered (e.g. SMS, Email, push, all)?


    Would it be helpful to set up thresholds (over a specific amount) that trigger these alerts? 


    Thanks, 

    Clover Product

  19. I work remotely while my husband is immunocompromised. We bill customers for open orders and currently the orders can only be marked paid from the terminal itself. There should be a way for admin staff to enter those payments through the dashboard, especially with so many people working remotely right now.

    2 votes

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    Hello, 


    How are you billing, and collecting payment prior to marking the order as paid? We'd like this information as further details for our review. 


    Thanks, 

    Clover Product

  20. Merchant would like some sort of note to add to virtual terminal payments outside of order note for HIPAA plans

    2 votes

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