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

Categories

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  1. I need a report available on the terminals (that employees have access to) that breaks down sales by revenue class. I have a bar/restaurant and tip out is done based off of sales (liquor/food).

    84 votes

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    13 comments  ·  Virtual Terminal  ·  Flag idea as inappropriate…  ·  Admin →

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    Hello, 


    If comparing to the Employees Report within the Web Dashboard, which shows Employee Sales Summary and Employee Summary by Revenue Class, would this information suffice, or are there additional details/classes that would be helpful for this on-device report?


    Also, does the Reporting App on the device help with this request, or is that also missing pertinent information that your staff would like to see?


    Thanks, 

    Clover Product

  2. virtual terminal on the dashboard to be able to involve his inventory to track stock amounts and sales

    44 votes

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    under review  ·  4 comments  ·  Virtual Terminal  ·  Flag idea as inappropriate…  ·  Admin →

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  3. When batching out, Clover should have an option to be able to print all transactions out that are included in that batch.

    This is something that First Data terminals can do like the FD130 or the Verifone VX520. A merchant presses batch out or closeout and the batch report prints and lists every single transaction by amount and last 4 digits of cc.

    I have lost sales of Clover devices just because this functionality is lacking. In one case, I was giving the merchant a free Flex, and he didn't want it after he found out he can't print a…

    29 votes

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    3 comments  ·  Virtual Terminal  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add Automatic Taxes On Invoices - Virtual Terminal and the ability to remove taxes if needed

    13 votes

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    4 comments  ·  Virtual Terminal  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Many of them need itemized invoice feature in clover dashboard / Virtual terminal

    11 votes

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  6. PLEASE!!! Please update software to be able to store cards on file through the clover itself as you have through the virtual terminal.

    10 votes

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  7. Enable a "Create New Order" function on the web dashboard. That will enable a salesperson to create a new/custom order & make edits/adjustments without the need for using Clover Station at the Point of Sale. That way, once the order is complete & ready for pick-up/payment, any associate can pull the Open Order up at the Point of Sale & collect payment at the time the customer picks up their order.

    9 votes

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    2 comments  ·  Virtual Terminal  ·  Flag idea as inappropriate…  ·  Admin →

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    This use case will be supported when we add the ability to build orders with inventory items in in the VT. That feature has significant demand and is on our long-term roadmap. 

  8. Please give an option for merchant to title/label the invoice.
    Please elicit greater character count (no limit) in the Note/Description section, as opposed to 255 characters.
    Please include an "Insert tip" option, on customer's invoice, prior to paying, once merchant has sent the invoice to their email.

    7 votes

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  9. Merchant, Tina Gaudino of Richardson Koudelka LLP, suggested adding a web link in Virtual Terminal to send customers in lieu of sending invoices.

    The web link would require customer to fill in required information and send back to merchant via email.

    7 votes

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  10. Merchant charges other businesses for products. They need the option in Virtual Terminal search field to search the business name and not just by a person's name and email address as the people and email addresses may change from time to time. In the customer field the business name is an option, requesting that be added to the search field to easily locate the correct business to be charged.

    6 votes

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  11. 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 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.

    4 votes

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  12. The new virtual terminal features with the drop down box is no where as user friendly as before. In the invoice portion, I am forced to add client information, which should not be a requirement unless you plan to charge for recurring payments. After you create an invoice there is no option to "send" there is no information that the invoice has even been "sent". simply "invoice created". That is not very helpful. I want to be able to hit send so that I know it was sent. Not waste time having to call in to check that it was…

    4 votes

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  13. Under reporting (using Clover Flex terminal), would like to see an option to eliminate or hide server & employee totals on the nightly close out batch totals. Not required with our business sector - waste of paper!

    4 votes

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  14. Merchant would like to be able to export transactions ran via the VT app and have the notes section also populate on the excel sheet. She currently adds an order note but when she exports the payments the notes section is blank.She needs this to help with her invoices being sent. I advised of clover Go showing the notes but she needs the invoice option via the VT

    4 votes

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  15. Merchant states that when he processed a sale on the Virtual Terminal he is able to view it on the dashboard. However when he launched the clover go app and goes into the transaction that was processed on VT it does not load. Advised merchant to use the dashboard and confirmed that he is able to see the transaction. Merchant requesting to view VT sales on the Clover go app instead of visiting the Clover dashboard.

    4 votes

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  16. Invoices from Virtual Terminal do not identify the employee who sent the invoice and payments on those invoices refer to generic "employee". Both should be able to be traced to the employee who created the invoice

    3 votes

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  17. Allow each transaction to print on batch header report from terminal each night

    3 votes

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  18. Allow for processing on Clover Go and Virtual terminal without zip code

    3 votes

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  19. Currently it will show "Employee" ran the payment under the Transactions tab. It would be very helpful to know who sent that.

    2 votes

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  20. To stop a charge backs ! when we send the virtual terminal invoice That basic email you have created you need to protect us with letting the "PAYEE" put in as much information as possible, like card billing address and an acceptance button with Regs and or disclaimers somebox where they can check off the amount to be charge before pressing the authorize transaction button.
    As of now the person receiving the email only has to enter a card number. Anybody can have the card number is my point. That would help us. Greatly.

    2 votes

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