Connect invoicing tool to clover inventory
The Invoicing tool in Virtual Terminal should have a drop down menu that is connected directly to the Clover Inventory in the register.
- This will allow the open to invoice to still be seen on register screen with the Orders app.
- 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.
This will be available in a future release.
Nick Rudd commented
We want to be able to provide to provide invoicing to our customers tied in with our inventory, this is a must have feature, has there been any movement on getting this into production?
Dana McClane 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!
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!
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
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.