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Welcome to the Clover Retail Forum.  You're here because you are a Clover Retail merchant and would like to submit ideas that you feel would enhance/improve Clover's current offerings in the Retail space. 

In order to submit your idea you'll need to give it a Title then select the Category that best matches your idea.  Below are brief descriptions of the Clover Retail Categories.



Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


1. Order: Ideas relating to the process of creating and managing Orders.

2. Appointments: Please include all your feedback and suggestions for enhancing Clover’s Appointment software.

3. Website: Ideas relating to your Clover branded website.

4. Employee Management: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

5. Customer Engagement: Share your thoughts on Clover’s built-in software that allows businesses to manage customers including viewing/storing customer information.

6. Items & Inventory: Please include all your feedback and suggestions for enhancing Clovers inventory management software.

7. Reporting & Analytics: Share your Ideas to improve or enhance Clover's reporting functionality.

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26 results found

  1. Just moved business to clover max and have 14 terminals all linked. There's no option to manually settle machines. You need to wait until they auto settle everyday.. silly.

    There's two auto settle reporting options:

    1. Group all employee sales together under Quick Access and nobody can find what their individual sales were.
    2. Have everyone log in but all 15 machines print 5ft long settlements every settlement including all employee sales on every settlement, 15 times across all machines.

    This is the silliest and worst feature I can imagine, and I've never seen this problem with another company. Possibly annoying enough…

    2 votes

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  2. I need you to add a payout button to my device so the employees can see the payouts and it will show on their reports. I also need it to show up on my dashboard

    2 votes

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  3. Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.

    2 votes

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  4. It would be helpful if we had the option to sort alphabetically. I need to input the sales by device into a spreadsheet and the card types aren't always in the same order.

    2 votes

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  5. Please provide me report for hourly trend sales per monthly basis. I get hourly net sale trend only per day. I need trends per month. Thank you and please respond.

    2 votes

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  6. I have a client that has auto settlement set at 6:16pm PST in FDPOS. The Closeout screen in the dashboard is showing 5:30pm closeout so when they run a sale after 5:30pm, the totals in the dashboard don't match his deposits. Please sync the closeout time in the dashboard "closeout" screen with the auto settlement time in FDPOS. Or allow merchant to adjust the closeout reporting time manually in the dashboard. If the Closeout screen can't be fixed, you might think about removing the Closeout screen completely since it's causing more confusion to merchants than anything else.

    2 votes

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  7. Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    1 vote

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  8. The Sales amount on the Closeout report does not represent the sales but is the total of transactions processed through the card processor. Please change to Sales amount.

    1 vote

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  9. Include Customer ID in the Order, Order Line Items, and Transactions reports

    1 vote

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  10. When doing a transaction report for a specific date, the beginning date and end date must each be selected, which is fine. When switching forward or backward one day, it takes 5 clicks to change the date. xxxx has a left and right arrow that can be clicked to move forward or backward one day. That would be a very helpful feature to have.

    1 vote

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  11. Report that shows the last time that an employee logged into the dashboard and device. this will allow admins to better manage their employees list.

    1 vote

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  12. Please add recurring payments as an option to the reporting. Merchants want to be able view the data by dates.

    1 vote

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  13. 1 vote

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  14. I have to see the Notes section of every past paid invoice to be able to see which events they've registered for. If I could have a custom report that exported to Excel with the Customer Name, Date, Amount Paid and Notes section (which shows exactly what dates they purchased), I could easily check this data without going back manually through every order receipt (which is the only way to see the Notes section now).

    1 vote

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  15. Reports should add up correctly. You should be able to filter it for what you need. But the issue at the moment is the totals on the reports don't add up and we spend days trying to reconcile and balance so we can do taxes. Please fix this ASAP i think a lot of business need this.

    1 vote

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  16. We do not use the full inventory system, but we do enter a category (one of 10) for every transaction by using the "Register" app. We have removed all permissions for the "Sales" app. However, there is not reporting option that provides us with transaction totals by "category". We need this option.

    Daily batch reports do not total by category nor is there any report that filters by category. Tech support has told me there is no such option.

    Can you provide this option or is there a way for me to create a custom report with transaction totals by…

    1 vote

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  17. Merchant has to pay a percentage of sales to the mall where she has her business and would like an easier way to figure how much she owes without showing on the receipt.

    1 vote

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  18. EXTEND THE RANGE OF TIME TO PRINT MONTHY REPORTS DON'T SEND ME TO DASHBORD TO GET THEM. I CAN PRINT ONLY 6 MONTHS.
    I am trying to get a monthly reports from my point of sales and only give me 6 months behind . I need the report from 2022 and 2023 out of my printer and it tells you that you need to go to dashbord and get them.. They want to print out reports out of the Clover Point of sales printer NOT from the dashbord.

    1 vote

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  19. When adding a customized item or tax- allow the total amount to show on the reporting so that the totals match up. the transactions are not matching with the batch totals. Having a more detailed reporting system will help with itemized, detailed individualized line items showing the exact amount including taxes and additional fees

    1 vote

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  20. Allow resellers or admin users to make changes to the device name that shows up on the reporting. Currently only the owner is able to make this change.

    1 vote

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