Allow Cancelation of an Invoice without notifying the customer (for payment received via check or other)
When I receive payment for an invoice that I sent through the virtual terminal in a form other than through Clover (cash, check, etc.) I would like the option to cancel the invoice without sending an automatic email to the customer. What happens currently is I will send an invoice via the virtual terminal, then I receive a check in the mail (for example) for the invoice, I cancel the request for payment I sent through the virtual terminal, and then the client receives an email saying their invoice was canceled. This frequently leads them to email me asking if they still owe money or if their payment has not been received. It would save a good amount of back and forth along with customer confusion if I could cancel the invoice request without sending them an email telling them I have done so.
Kevin Cormier
shared this idea
Hello,
This will be available in a future release.
Thanks,
Clover Product
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Choice Payment Solutions commented
flagging invoicing as "Paid" if customer chooses to pay via another method... Eg- E-transfer
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Catherine Rhodes
commented
Receptionist at Prytania Veterinary Hospital: When we send a client a link to pay, sometimes they call to pay over the phone or come in the clinic to pay so we then have to cancel the Clover invoice, when we do that the client receives a notification that the link was canceled, but that is so very confusing to clients and they always call so confused thinking that their payment was voided! I wish so much that that notification could be deleted!!
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Tiana
commented
There needs to options for which Notifications Customers Receive. For example - if I need to remove all old active invoice from my recurring payment plans to change a transaction start date- I do not need my Customer to be notified/emailed. This has caused a lot of confusion for the customer and me. I have no way of knowing what all notifications Clover is sending to my Customers.
It would also be nice on the Virtual Terminal if a card declines it would email that Customer. -
Tiana
commented
There needs to options for which notifications Customers Receive. For example - if I need to remove all old active invoice from my recurring payment plans to change a transaction start date- I do not need my Customer to be notified. This has caused a lot of confusion for the customer and me. I have no way of knowing what all notifications Clover is sending to my Customers.
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Tommy-Lee
commented
Currently when an invoice is cancelled the customer gets and email saying it was cancelled, merchant needs the option to select whether or not a notification should be sent
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Alex Master Tech commented
As I clean up overdue invoices, I've found about 40 where payment had been made another way (check, warranty coverage, etc.). When I canceled the invoice, I was not aware the customer would be notified via email. I was suddenly bombarded with calls from confused customers thinking they were getting billed again.