I recently changed over from the Square POS to Clover and I find the invoicing system lacking. I need to be able to do the following tasks:
edit or update an invoice after it has been issued and need to be resent
Need deposit payment capability on invoices such that I can assign payment milestones by % or by amount and dates that they are due. Then reminders need to be sent to the customer to pay it
Need to be able to forward invoices to another email address
Need to be able to record a payment for an invoice when paid outside of the system, i.e. if they send an email money transfer or electronic funds transfer.
Right now, I am having to use the old Square system for these invoices. Please update of inform me of how these tasks can be done. thanks.
This will be available in a future release.
Ciara Gregory commented
Being able to resend payment reminders for unpaid invoices more than once.