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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.

Clover GO: Clover GO is a mobile POS system designed for businesses that need to accept payments on the go.

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.
Multi-Location: Ideas related to the functionality of Clover's Multi-Location product.

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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261 results found

  1. 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.

    5 votes

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    Under Review  ·  2 comments  ·  Reporting  ·  Admin →
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  2. There needs to be a way for the us to access invoices via the POS and mark paid when the customer comes in to pick up the order. Which would allow us to mark the orders paid without deleting the order and having to input everything again at the register. We also need to be able to itemize the invoice for our customer. I know that you can from Square and QuickBooks.

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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  3. Add the time log in on the Employee Shifts to the Clover App

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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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.

    4 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  5. The merchant would like a feature to allow individual user id to pull reports that only show what that individual user id has captured in sales. We are an academic institution with certain levels of information (donors) that we don't want student employees seeing. However still want the students to have access to the reporting function. So we need them to be able to pull reports but have certain information blocked out to their specific account reports

    Thank you, btw the devs for Clover are the best!

    4 votes

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    Under Review  ·  2 comments  ·  Reporting  ·  Admin →
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  6. Please allow the remaining balance on a gift card to automatically print on the payment receipt. It slows down a business when they need to go to the gift card app to see the balance

    3 votes

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  7. For Recurring billing can it be added to have the ability to clear overdue invoices

    4 votes

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  8. 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.

    2 votes

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  9. 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.

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  10. Can we please stop w the mandatory emails. The customer knows we are storing their card numbers

    3 votes

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  11. Currently when a merchant inputs data into the "Note for item or service" field, this data passes to the cardholder. However, the data does NOT flow through to the merchant's reporting. I have a client who inputs the date of the event for their catering invoices in this field. When they go back later to tie the transaction to an event, they are unable to do so because the Note field in blank in the reporting.

    6 votes

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    0 comments  ·  Invoice  ·  Admin →
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  12. 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.

    2 votes

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  13. Reasons for Customization:
    Brand Consistency: We aim to maintain brand consistency across all customer touchpoints. A fully customized receipt helps us reinforce our brand identity by incorporating our logo, color scheme, and overall design aesthetic.

    Clear Communication: By customizing the receipts, we can ensure that the information presented is clear and relevant to our customers. This includes tailoring the language, format, and layout to better suit our communication style.

    Improved Customer Experience: Customized receipts can include specific messages, promotions, or important information that is directly relevant to our customers. This enhances their overall experience and engagement with our brand.

    Privacy…

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  14. Please allow our monthly billing statements to be viewed by employees with "manager" role--not only owners and admins.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  15. 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

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    0 comments  ·  Invoice  ·  Admin →
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  16. Merchant would like to have the option to prompt the employee for their passcode at a specific location when switching businesses on the clover go app. Currently, the location can be switched without a passcode entered but merchant wants this option to be able to be toggled so the location switching process is more secure.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  17. 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

    3 votes

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  18. I am unable to see the value of all quarterly recurring accounts. It just shows the number of accounts. Migrating from a previous merchant account where this feature was active. Certainly would help to see the total amount that will be charged to the various accounts as opposed to just the number of accounts.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. 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.

    3 votes

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    0 comments  ·  Hardware  ·  Admin →
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  20. Please add the ability to offer a referal bonus to a customer that brings in a friend.

    1 vote

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