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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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62 results found

  1. 10 votes

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  2. when processing a refund is there to have the item placed back in the sock count in the inventory app

    9 votes

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  3. Merchant request to submit a product enhancement to allow the deletion of an Open Order(s) that have a refund.

    9 votes

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  4. Merchant would like option to exchange items using counter service plan

    7 votes

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  5. We have an issue when issuing a manual refund to a customer without a receipt, there's no way to attach a generic item or specific item to it. Why can't I scan an item or attach a item in the inventory to it? We're in retail and that would make sense. Reporting is very off because of this problem.

    7 votes

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  6. You are not able to exchange when using this counter service software. only on register software can exchanges be made but not able to have modifiers.
    on counter we use modifiers but can not exchange only refund of refund item. why?

    5 votes

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  7. We use Clover for our retail business and would like more flexibility with exchanges. Many times, the exchange is not for an exact priced item. The work a round is time cumbersome - Issue an in-store credit, because sometimes the item can't be refunded. Create a new sale for the exchange for items and then pay via a split transaction of in-store credit and regular payment.

    5 votes

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  8. When an owner sets permission on employee app for refunds to only be allowed by an admin or manager, Merchant notices that on the reporting app under employee report, the refund is not reporting on the original employee that took the original payment, it is being recorded under the admin or manager because they are the last one who handled that transaction, however this is very inconvenient on the reports as I think it should be reported under the person who took the original payment as managers and admins are not the cashiers, they just want to secure that employees…

    5 votes

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  9. I have multiple restaurants set up with clover dinning. The scenario I am about to describe is an issue across the board. Clover help center and tech support have not been able to properly address this issue. Here are the steps included to lead up to the problem.

    1. Server is closing out an open order to $100.00 cash.
    2. For whatever reason a refund is needed.
    3. Manager on duty is called over to access refunds to apply to the open order.(Obviously we don't want servers doing refunds).
    4. The cash is refunded to the manager while still showing going out of the…
    4 votes

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  10. After a refund the tip and total should be removed from the employee total. They are taking their tips at the end of the night and the refund hasn’t been removed

    4 votes

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  11. Manual refunds should be able to inclue items from inventory so merchant can net sales of those items and keep inventory updated.

    4 votes

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  12. When running bogo 1/2 off sales which we do daily, Clover software doesnt work. If the customer is bringin back the higher price item from the BOGO 1/2 off sale, the refund only know to either issue the full dollar amount for that. It should be far less because a customer should never be allowed to get a free t shirt at half off. Please fix! It's so time consuming having to caluclate on the side the dollar amount we then have to issue as a manual refund. Inventory is also off at that point too because there's no log…

    4 votes

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  13. 4 votes

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  14. partial refunds within the Clover dashboard. As of the current system configuration, there are specific limitations related to partial refunds based on the transaction type:

    1. Virtual Terminal or Physical Clover Terminal Transactions:

    o You can process partial refunds for transactions conducted through the virtual terminal or a physical Clover terminal.

    o If a customer requests a partial refund for a charge made using either of these methods, you can initiate the refund directly from the Clover dashboard.

    1. Payment Links or HCO (Hosted Checkout) Transactions:

    o Unfortunately, partial refunds are not supported for transactions completed via payment links or HCO.

    o…

    3 votes

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  15. pay by guest option larger button and easier to view so less mistakes employees accidentally click "all" alot which results in having to refund

    3 votes

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  16. please allow counter register to do exchanges as this is the only option for retailer that want to use modifiers for inventory. if we downgrade software we can do exchanges but no modifiers. not working for retail store like jewelery store.

    3 votes

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  17. Popup confirmation before completing the refund. At the moment I have seen a lot of accidental refunds when trying to re-print a receipt on the Transactions App.

    3 votes

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  18. Hello Clover,

    A lot of my Retail merchants would like the ability to assign a customer to a manual refund. Just like how merchants can assign customers to a sale in the Clover Register.

    The reason for this is sometimes the Merchant is unable to process a refund via the Orders/Transactions app via the debit card on file. When that happens they are only able to process a refund via a cash payment but sometimes the customer is not in the store to receive the cash.

    As a result the merchant has to perform a manual refund. When doing that…

    2 votes

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  19. Why? to accommodate store policy for product returns. Refund to a gift card or if the original card is no longer available.

    2 votes

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  20. Customer places an order for $300 and leaves a deposit of $150 but later calls to change from one items to another but doesnt change significantly the price, when removing the changed item, it will have to be refunded. Then now the customer has to close out the order but now has to add more money to the $150 original deposit. They were very confused and no one don't want to have that when it comes to customers and their money or order. The deposit amount should apply to the total order and any changes made not affect the deposit

    2 votes

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