51 results found
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invoice
We would like to have a control field added to the Virtual Terminal Invoice option, that will transfer over to reporting. We use control numbers for all transactions, on a normal transaction that number carries over to reporting. There is no such field in the Invoice option. This forces our accounting team to spend long lengths of time researching customer names, rather than already having the control data in reporting.
4 votes -
I am asked weekly to offer text /SMS to pay for our merchants. Is this on the road map to offer our merchants?
We need test/SMS to pay critically. It is requested by my merchant weekly. Is this on the roadmap to add to Clover solutions, soon?
4 votes -
Add more character to "invoice Number"
At this time, we can only add 12 characters to “invoice number”. This causes a problem for some traders. It would be better to increase the limit to 30 characters and more.
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 -
Allow Multiple Email Addresses for Single Invoice from Clover Dashboard
REQUESTING MULTIPLE "TO" EMAIL ADDRESSES FOR SINGLE INVOICES: Merchant with new CLOVER ACCOUNT is requesting the ability to send invoices to multiple email addresses for one customer, such as TO the APPROVAL MANAGER and ACCOUNTS PAYABLE. Merchant stated he CAN enter more than one email in the CUSTOMER app on Clover, but he said it is a show stopper if we can't sent out two emails at once.
3 votes -
pick specific date for an invoice to be sent
Have the ability to choose a specific date for an invoice to be sent and not the prefixed weekly, monthly etc.
3 votes -
Multiple tax rates on invoices
When you send a customer invoice, it defaults to a single sales tax rate. Where we operate, we have a 6% state, 1% local, and 2% hospitatlity. We cannot bundle it all together because some entities do not pay all 9%. There needs to be a way to select multiple tax rates for the same invoice
3 votes -
Search and Find open orders from Dashboard, not just device.
How cool would it be able to search for open orders from Dashboard and not just from the device? Then from there, in the dashboard, if you could send the "open order" to customer as an invoice with ability to pay right from there that would be even better. Would be practical for those who stop in or call in an order but then want to be invoiced. Our staff in store is too busy to do this or be able to find the open orders. Would be cool if we could do so from afar without having to be…
3 votes -
Invoicing from Clover devices
Merchant wants the option to send invoices trough the clover devices and also wants to be able to have the option to scan to pay
3 votes -
Email payment control detail in reporting
When emailing a payment we enter our Order number in the control field. When that payment is made, that order number in the control field does not show in reporting. This makes it impossible for us to tie transactions to the correct order number. This is essential for our business and keeps us from using the email payment option for our customers. Simply adding that control to the reporting, similar to the way it does for all other transactions would be our request.
3 votes -
Be able to resend invoice to a new email address without having to create a new invoice
When customers need the invoice sent to another email, we should be able to update their profile with a new email so we can resend the existing invoice to be paid. Right now, we have to create a whole new invoice.
3 votesAdminKevin Nathan
(Admin, Clover)
responded
Hello,
In this scenario, we would recommend merchants create a new invoice.
Thank you for this feedback,
Clover Product
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Need option for a discount % to come on every invoice from Date? to Date?
Option to discount all orders in a given time frame.
Example: All items 25% off during November.
3 votes -
Adding a custom invoice number for the invoicing feature
The ability to add a custom invoice number prior to sending it to the customer so payments made through invoicing could be exported the same way as anyother payment. The third party apps often do not function correctly. The virtual terminal is beautiful and invoicing could be too
2 votes -
Draft invoices before sending them
Merchant would like to be able to draft an invoice before sending it.
2 votes -
Statements & Billing
Please add links to pdf files for the invoices in Billing and Statements. As a cloud based company this seems an obvious thing to do, reducing the need for paper based copies if the merchant chooses an opt out to reduce waste.
2 votes -
Employee section within Invoices
Have an employee section in the Clover invoice so the company can see who sends out the invoice. Also, let this employee be notified so they know when it is paid
2 votesHello,
This feature is under review.
Thanks,
Clover Product -
On Invoices- A checkbox to agree to terms of service or disclaimers
It is crucial for merchants to have the ability to add a box that cardholders must check before they make a payment on invoices. The box can be used for terms of service/agreement, disclaimers, etc.
IE Check here to agree to the terms of service as outlined in your contract. Terms can be found here <insert link>
2 votesHello,
This feature is under review.
Thanks,
Clover Product -
Allow business to view invoice notes after billing client
Since the dashboard update this week, I can no longer view my "notes" on my invoice. This is directly impacting our work flow.
1 vote -
Recurring payment
You should be able to see the number of recurring payment transactions and the total prior to the charges being made on recurring payments. I have called them every months and yet nothing changes .
1 voteCan you please provide more detail on your request?
We aren't sure we understand what you are looking for here.
Thank you
Clover Communications
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tax payment link
On the dashboard, in account and setup, under Payment links, it isn't possible for a merchant to add taxes to a payment link, button, or QR code payment. A merchant with the Essential plan, integrated to Quickbooks, cannot sync taxes to quickbooks with payment links. Also, there is no detail about what the customer in buying under payment link. The ''Basic information name'' doesn't show anywhere in the payment link.
1 vote -
Employee Reports should have number of transactions and breakdown of all cards used in the employee end of shift report so they can balance
Hello ~
My issue is I need a report for my employees end of shift report to print out the number of transactions they had for their shift. This was available before Wed April 24, 2024. The report had the subtotal of all cards (not detailed cards though) and then the tips separately, so the employees had to add these numbers together to get their total of their cards and tips.
Since the update April 24, 2024, they add together the amounts now, but do not give the number of transactions made so they can count up their physical copies.…
1 vote
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