65 results found
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Employee Summary by Revenue Class report needs to be available on the terminals, not just Dashboard..
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).
97 votesHello,
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
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Detail Batch Report Needed listing all transactions at closeout
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…
44 votesAll - We have are updating this status of this request to Under Review, as we did not fully understand that this ask is for a detailed batch report to print from the device.
Detailed transaction level reporting is available on the dashboard today. The team has been working on multiple reporting enhancements, but they are focused on the dashboard.
We do have a team reviewing this request. Thank you for understanding our confusion and we will return with an update as soon as one is available.
Thank you
Clover Communications
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CARD ON FILE
PLEASE!!! Please update software to be able to store cards on file through the clover itself as you have through the virtual terminal.
21 votes -
Add Taxes on Invoices - Virtual Terminal
Add Automatic Taxes On Invoices - Virtual Terminal and the ability to remove taxes if needed
17 votesHello,
This feature is under review.
Thanks,
Clover Product
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Virtual Terminal- Invoice Layout
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.14 votes -
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…
13 votesHello,
This will be available in a future release.
Thanks,
Clover Product -
Enable the creation of a "New Order" on the Web Dashboard
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.
13 votesAdminGlenn Flinchbaugh (Admin, Clover) responded
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.
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virtual Terminal notes reporting
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
10 votes -
Merchant suggested adding a web link to Virtual Terminal in lieu of sending invoices
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.
9 votesDear Merchant - Please share more details on your workflow in order for us to better assist.
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Add search for "business name" to search field, not just person's name or email address
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.
8 votes -
Receipt
There is only 1 place to make a reference/Note with respect to the invoice being charged. That reference only appears in the "Note" field under Payment Details if the transactions details are pulled up. That is inefficient, plus it generates a 2+ page document, when all you need is that particular data element. The receipt feature generates a credit card receipt which does not include that reference. The receipts in Payeezy were better.
Additionally, when you finish a transaction it closes the screen up and the only way to access that "receipt" with the Note field is to go to…7 votes -
Display which Employee sent an invoice from the Virtual Terminal
Currently it will show "Employee" ran the payment under the Transactions tab. It would be very helpful to know who sent that.
6 votesHello,
This feature is under review.
Thanks,
Clover Product -
sendind out invoices through virtual terminal
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.5 votesDear Merchant,
Clover is rolling out 3D Secure, which will prevent chargebacks. Please reach out to your account manager for more details on Clover Details.
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Invoices from Virtual Terminal should be identified by the employee who sent the invoice, not generic employee
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
5 votes -
Add Notes to the receipt
We require to include the 'Notes for item or service' along with the receipt email to customer.
We require to enter multiple emails in the Receipt Deliver box, right now it takes only one.
Please add these features that Payeezy has which is really nice.
4 votes -
Display Payment Link Name in The Dashboard vs. "Custom Item"
I would like to display Payment Link names (QR Code, Link and button) in the dashboard so I can differentiate between various campaigns. Currently, they all show up as "Custom Item" and that's not very helpful.
4 votes -
New Virtual Terminal is not as user friendly
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
AdminKevin Nathan
(Admin, Clover)
responded
Hello,
Thank you for your suggestion, but this request does not align with our current priorities.
Best,
Clover Product -
Close Out Batch Totals
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 -
Allow each transaction to print on batch header report from terminal each night
Allow each transaction to print on batch header report from terminal each night
4 votes -
zip code
Allow for override if no Zip Code or Postal Code is available. This is more specific to international transactions where the address does not contain a postal or zip code
3 votes
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