331 results found
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Revert back to original Order transaction dispaly on Clover Dashboard
With the latest update in Clover Dashboard, I am now unable to view open orders directly and there is no way to filter easily to see the details of open orders. On the clover dashboard Sales Activity > Orders, there is no option just to view open orders history. On the Home page of the dashboard there is a Activity section of "Open Orders" which used to provide a direct filtered view of Open Orders but now just goes to the main Orders page with no filters applied. I need to actively manage my open orders at the restaurant and…
20 votes -
Transactions tab update is inefficient
Before the newest update, under the transactions tabs, I could scroll down and see every tip entered ( or not entered) for every transaction for the selected date. Now I have to click on each transaction individually and then click on receipt to see if a tip was entered. What used to take me about 15 -30 minutes to identify unentered tips and/or tips entered incorrectly, takes me about 3 hours!!! It is horrible!!!! Please go back to how this used to be!!!! I
3 votes -
Booking Appointments/ Payments
Currently, customers can schedule appointments through the website; however, the owner will be associated by default. As a result, regardless of which employee ultimately processes the payment, the transaction will be attributed to owner/owner profile
Merchant would like appointments/payments to be associated with the person/profile who completed the service.
2 votesThank you for submitting your Idea to UserVoice.
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UI Improvement for Receipt link in Sales Activity
Previously there was a receipt link next to each transaction on the report for the Sales Activity > Orders page. This link opened a new tab when clicked on and made it much easier to see what was purchased and reconcile transactions for each day. Since the most recent update, this functionality has been taken away and moved to a page 2 clicks away for each transaction. When clicking back to return to the order page it returns you to the top of the page instead of the transaction that you were previously on requiring the person to search the…
3 votes -
Ability to search transactions by employee
When searching a transaction on Clover.com using Employee, it eithr doesn't check all employees, or caps it when there are too many. Need to be able to pull up a trans by employee no matter how many there are.
2 votesThank you for submitting your Idea to UserVoice.
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Fix the "Note/Service" field: Stop wasting time hunting for transaction details.
Before the latest clover update, our procedure was as follows:
To submit a payment, we would go onto our virtual dashboard (PC), New sale, and enter the amount of the service we are charging for. Then just underneath the price is a space to add a note or to describe the service that is being charged.
If we would get a question about billing, we would go to that customers profile or name, locate the transaction in question under order history, & select details to view what the payment was for.After the update: Notes under customer profile order history…
2 votesThank you for submitting your Idea to UserVoice.
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View invoice number next to transaction
I used to be able to see the invoice number next to the transaction but now we have to click into the transaction to see it. Yes, I can live with that but when I go back to see the rest of the transactions it reloads the screen and takes me back to the top and resets my filters I add and I have to scroll through each transaction again and try to remember where I was at. Also, it used to separate the price of the service and the customers tip but now it just combines them so now…
2 votesThank you for submitting your Idea to UserVoice.
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Customer Notes No Longer Visible in Transaction List
The recent change to the Clover reporting interface has made it significantly more difficult for us to use customer notes.
Previously, customer notes were visible directly from the transaction/reporting screen. With the new layout, I now have to open each individual transaction to determine whether a customer left a note.
This is a major issue for us as a charity. Our donors use the customer notes to indicate where they would like their donations to be designated. Being able to see these notes directly from the transaction list is essential for accurately processing and allocating donated funds.
Having to manually…
2 votesThank you for submitting your Idea to UserVoice.
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Allow Multiple Employee Selection when Booking for Specific Services
Employees and customers booking specific services (i.e. couples massage or Spa packages, legal meetings ect) need to be able to choose more than one person or if they don't have a preference, the system needs to auto assign the appropriate number of people for that time slot that way the business does not overbook
2 votes -
Dashboard UI needs to be improved
The new update to Clover dashboard, has taken away many conveniences for my service based business. I have to go through so many prompts to get to my employees for payroll and then I have to go through each transaction for sale amount & gratuity amount. The previous Clover dashboard had everything on the transactions screen. After going through the new dashboard, I also found changes to my preferences like storing customer credit card information for future purchases. Disabled that real quick. I'm a service based small business and I used to love the convenience of quickly calculating my payroll…
2 votes -
Client ID on Transaction screen
Recently, the Clover dashboard was updated. Previously, when accessing the Transactions page, it showed the payment date and time, payment id, and the Client ID that we enter to aid in posting payments. Since the update, the payment ID and Client ID do not show on the Transactions screen. They are in the report that can be exported, but it would be much easier if they still appeared on the Transaction screen. Any chance this feature could be reinstated? Thank you.
2 votesThank you for submitting your Idea to UserVoice.
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extend payment ability on overdue invoices
When an invoice becomes "overdue" it is no longer able to be paid. You can still send reminders to have it paid but the link expires and the customer can no longer pay. Please enable an option to extend the due date so the merchant doesn't have to go in, delete the overdue invoice and recreate it. This process creates a lot of manual work and frustration. I would like the option to extend the due date on any invoices that are overdue or delete them if the customer is not going to pay.
1 voteThank you for submitting your Idea to UserVoice.
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We need the ability to reconcile invoices with check and cash payments to close them out on clover
We need the ability to reconcile invoices with check and cash payments to close them out on clover
2 votesThank you for submitting your Idea to UserVoice.
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Clover Dashboard reporting
To have the orders report print as detailed as it used to in early August. The orders page use to show each transaction in full detail. For example, in early August I could run the orders report and it would tell me the customer's name, what they paid for, how they paid, and time. It made it easier for me to see who paid for tuition versus who paid for services/products. Now, the orders report only tells me the customer's name, total paid, and time of purchase. It's not very detailed. Which makes my role more difficult as now I…
1 voteThank you for submitting your Idea to UserVoice.
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We need the ability to pull reports on the service growth plan pertaining to the person that performed services
There needs to be an ability to pull a report when someone is on the services growth plan that allows them to single out all of the cells that were ran on a specific person that performed the services for commission purposes. In many industries, it will do no good to only be able to track the person who made the cell because in a lot of cases, they will have a cashier upfront that does all of that stuff.
2 votesThank you for submitting your Idea to UserVoice.
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customer needs to be able to pay partial payment or pay the down payment
There needs to be an option for the customer to pay a partial payment on invoices sent to cover a down payment or deposit. This is a critical need, and I am confused why this wasn't added at rollout.
2 votesThank you for submitting your Idea to UserVoice.
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Missing the breakdown of SUBTOTAL + TIPS = TOTAL
Under TRANSACTIONS > PAYMENTS, under the column "amount" -- Before the update, we used to be able to see the subtotal, tips and total in each transaction row, now I have to click into it twice into it (transaction then "see payment details" then "view info" to see each breakdown.
1 vote -
Need to see CUSTOMER NAME under CUSTOMER column in TRANSACTIONS list.
Under TRANSACTIONS > PAYMENTS, there is a column for "Customer" name, but it doesn't actually list the customer's name there. I have to open every single transaction to see the name we had entered on the Clover terminal at the time of purchase. Can't you just list them here? It used to have this feature before the update.
1 voteThank you for submitting your Idea to UserVoice.
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Incorrect Information in Transactions Tab
On the web dashboard, Under TRANSACTIONS > PAYMENTS...and under Payments Total, it says: "does not include tips".... but it actually does. Please keep tips included in this max, this is the only good thing that came out of the recent update...maybe just update the info so that it says "DOES include tips"
1 vote -
Invoice ID on receipt and email remittance
I would like to suggest two improvements to the payment process:
Client payments using our company payment link:
When a client pays an invoice using our generic company payment link, could the receipt please display the invoice number they are paying? Currently, the receipt received by both the client and our company only references the Transaction ID, even though the Invoice ID is entered as an additional field.As a result, I need to log into the Clover site to determine which invoice the payment relates to, which makes the reconciliation process less efficient.
Company-processed payments:
When our company processes…1 voteThank you for submitting your Idea to UserVoice.
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