Allow itemized invoicing for each line item and line for shipping charges
Link to store inventory entered in Clover and allow for custom items line by line with option to add sales tax to each.
Also include an option to add shipping line
Allow to link with DAVO like the rest of Clover sales.
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Jay Her commented
Is this allowed yet?
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Jon Millikan commented
We are also upset that there is not an itemized option for the invoicing feature available in Clover. When will this new release be available?
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Donna Franke Hoss commented
So is this available real soon. It has been almost a year.
Also to merge customers
also to sync to Quickbooks desktop
These things should have already been available. -
Ryan commented
You should be able to add inventory items to an invoice and email it to a customer for payment.
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3ssential Mobile Services, LLC commented
I am disappointed that I’m not able to itemize an invoice. I have recurring customers and itemizations are necessary! I switched from Square only to find out that I can’t itemize invoices :(
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[Deleted User] commented
Merchants request this frequently and the lack of this functionality is a reason they don’t use Clover. Hopefully, this would also show what Inventory items should have sales tax added or not. For example, auto repair: sales tax on parts, but no sales tax on labor. Thank you!
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Tammie McQueen commented
Future release? How much in the future? This idea was from 2021. There could even be an “email customer” button next to the pay button or an option on the pay screen. This one button would illuminate several extra steps for us. Thank you
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Tammie McQueen commented
Even better would be to have an “email to customer” button in the register pay area. Right now, it is double work to scan everything into the clover system, print out the sale - go to a laptop, enter a total and email to customer. Once paid, the open order is deleted in Clover and each item must be manually reduced from inventory!
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Ida Gage commented
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
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Dawn McGee commented
This invoice product needs to include itemizing for the invoice to send to clients so that multiple items can be listed as sub totals and then the ability to give a grand total.
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Ali Gray commented
When creating invoices for our clients we would like to be able to access our inventory instead of manually inputing the price and item name
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Sarunas Griganavicius commented
We have service providers who send out invoices and they really wish a tip feature is added to invoicing.
As many have mentioned previously, integration of items purchased with invoices is very helpful and more professional . Thank you
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Angelique commented
Itemized Invoice
Not all customers are willing to pay just a dollar amount, they like to know what they are paying for. Wholesale vendors, for example. A merchant can send them an invoice request to pay but the vendor wants to know what is included in that dollar amount.
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Pat Keane commented
Ditto! I have several clients that either I got to switch from Square to Clover or are looking to get Clover and they want and need more robust invoicing. Needs to be part of the deal so you match Square's abilities please. (Example: bring in the items in inventory, customers on file (sync between), with pricing. Configure tax, even cash discount program if applicable, etc.,etc). Ability to pay with Clover Mini, Duo or Flex, or e-mail (text would be great as well).
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Evan Mathis commented
Any updates on this? It's not very complex programmatically.
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Mario Gamboa commented
Having sales information on the Virtual Terminal consistent with the POS terminal would save us so much time.
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Macaronage commented
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, the ability to modify the invoice whenever is partially paid. etc.
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Sweet Spot Arrangements & Boxes commented
when you create an invoices it should allow you to add more items in case customer buys multiple items and once the customer receives the invoices allow them to enter tip
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Matthew Lichtenauer commented
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 reportsRight now, the way its set up there is really no real advantage for me to use it over any other invoicing apps out there.
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Savory Selections Catering commented
This is definately needed I just converted from square and I am shocked we cannot itemize an invoice