Customers App: Exporting Customer Transaction history
Export function that includes all transaction details (service/product sold/provided) and total paid of each customer.
Current export function only lists customer information.
As of right now, merchants can go into the dashboard and go into each individual Customer and see transaction history--but exporting it does not include transaction history.
Jamison Mergens | Grey Sky Media commented
I think my product, Assign Customers, can help you all who are looking to generate reports on individual customers. Right now our report is a little basic, it exports a list of all orders within a user-defined timeframe, with the order number, number of items, and order total. It's a start, and if there's enough interest I can expand it.
Check out Assign Customers on Clover's App Store: https://www.clover.com/appmarket/m/AX8Z82BSPTDS2/apps/5HQ7BASR6GC0M
Mike A commented
We are a non-profit organization (church). We have to give a donation receipt at the end of the year with details of each donation. This feature will greatly expand Clover use into non-profits.
The merchant would like to be able to differentiate by customers and their payments when exporting the transactions report.
When viewing from within the customers app the merchant can see the payments history by customer.
The merchant would like to be able to export that information into an excel spreadsheet. The spreadsheet should include the customer's name, payment, and any custom notation that may have been added.
At this time when the customer exports from transactions application, the "Note" column remains empty.
The only way a note will show on an exported payments report is if the invoice or payment notes are added via clover go or the sales application
This is a really needed report. Currently it is very time consuming to go into each individual's order to see the details for their transaction.
This would be extremely helpful for our needs!!
Mobile Support (Crimson) commented
merchant is requesting seeing transaction or customer's app listed with detailed customer's information that can be exported.
customer app is limited and doesn't show the last 4; it also pulls up by each customer instead of all of them at once.