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Services

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


Appointments: Ideas related to Clover’s Appointment software.

Employees: 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.

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

Hardware: Ideas related to Clover hardware in the Restaurant space

Inventory: Please include all your feedback and suggestions for enhancing Clover’s inventory management software.

Invoice: Ideas related to Clover’s Invoicing feature.

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

Reporting: Ideas relating to improving and enhancing Clover’s reporting.

Website: Ideas related to your Clover branded website.

Services

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15 results found

  1. I have a lot of clients in the service industry that use the Clover Invoice feature. However, one major frustration is that the recipients of these invoices cannot add a tip, and those in the service industry really rely on tips.

    I see in another ticket titled "Include a "tip" section in an online invoice sent via virtual terminal/email," that somebody from Clover said "this feature is now live," but it doesn't seem to be.

    Please add this option or please explain how to turn on this feature.

    Thank you!

    10 votes
    1 comment  ·  Invoice  ·  Admin →
    How important is this to you?
  2. Recurring payment invoices showing a "Failed" status should allow for in the view invoice the resulting bank code as to why it failed i.e. credit card expired, insufficient funds, closed account, etc. This gives me more insight into my customer so I can make decision on how I plan to rectify the account.

    8 votes
    0 comments  ·  Invoice  ·  Admin →
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  3. Currently the invoice payment notification only comes to the email owners account. It should be able to come to an email that the owner sets as the email. We have staff that sends out the invoices but the only way they know someone has paid is if the owner tells them they got the notification in their owners email box. This should be able to be set to go wherever the owner wants it, because this is inefficient for the owner otherwise.

    7 votes
    1 comment  ·  Invoice  ·  Admin →
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  4. 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.

    7 votes
    0 comments  ·  Invoice  ·  Admin →
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  5. Since the dashboard update this week, I can no longer view my "notes" on my invoice. This is directly impacting our work flow.

    5 votes
    0 comments  ·  Invoice  ·  Admin →
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  6. Need the ability to create a Recurring Invoice that automatically emails a recipient with a Payment Link that allows them to enter their payment themselves.

    3 votes
    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. When an invoice is paid, the owner of the account receives an email notifying them that the payment has been made. However, it would be nice if the owner could add a second person's email address (like the accountant).

    3 votes
    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?
  8. We NEED a way to be able to send, in our case, our patients a LINK via text messaging to pay their bill/invoice... Many people do not check their emails now-a-days, or the email may end up in their spam folder... So PLEASE PLEASE PLEASE create a way for us to be able to text a link for our patients to pay their bill via text messaging.
    We also have personalized emails that we would rather send out, then the invoice option that is provided on the dashboard... So it would be nice to be able to also use this…

    2 votes
    Under Review  ·  0 comments  ·  Invoice  ·  Admin →
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  9. When using the invoice feature, you can enter the order/invoice number for the payment. However, this information is not available when looking at the transaction in the payment details section like it does when you process the payment yourself in the virtual terminal. Please make the order/invoice number available in the payment details section when the payment is made with the invoice feature.

    2 votes
    0 comments  ·  Invoice  ·  Admin →
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  10. We need the ability to select and add specific items from our inventory directly on the Clover invoice dashboard. This is a simple but essential feature that’s currently missing. It would be extremely helpful to choose which items to include in an invoice, and also have the option to add custom notes. This functionality is critical for businesses that need flexibility when creating detailed invoices.

    Please consider adding this feature to improve invoice customization and efficiency. Thank you!

    1 vote
    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?
     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  11. I need a transaction report that shows Date, Customer, Order Note (Invoice #), Items, Method of Payment, Authorization #, $ Amount

    1 vote
    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?
     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  12. For those of us using Clover who work out of our homes, why can't we use a PO Box on receipts and invoices? You potentially put single women at risk by showing a home address as opposed to what we want to use for billing. I understanding needing a physical address for internal use, but I don't use it for customer interfacing or billing my clients.

    1 vote
    0 comments  ·  Invoice  ·  Admin →
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  13. upgrade your invoice creating system please.It should have tax entering optio in %,discount option in % and then auto calculation and give total amount to be paid.We dont expect Clover to have such a basic invoice system where many other free invoice generator companies have better options.

    1 vote
    0 comments  ·  Invoice  ·  Admin →
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  14. On the clover app, my patients get a discount every time they get a certain product, however, I cannot send an invoice from the app when a discount has been applied. This should possible.
    Then online, I cannot send an itemized invoice to patients, only a single total, this too should also be able to happen.

    Thank you in advance

    1 vote
    0 comments  ·  Invoice  ·  Admin →
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  15. We would like to have a charge account for customers to make purchases and then bill once a month such as a NET 30 payment option. Currently we have to close out the order using our own in house created payment method and then invoice individually from quick books.

    1 vote
    0 comments  ·  Invoice  ·  Admin →
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