338 results found
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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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Electronic Acceptance of Merchant Created Terms & Conditions
Ability for merchants to create customer Terms & Conditions and have customer's agree to them electronically upon accepting their Invoice.
1 voteThank you for submitting your Idea to UserVoice.
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Ability to turn off merchant appointment notification emails.
Ability to turn off merchant appointment notification emails to the business owner. Right now in the Business operations - Notification preferences settings, the system has the ability to toggle off mobile push appointment notifications, but does not have the ability to toggle off email appointment notifications to the merchant. Some merchants do not want to get the notification emails but can't turn them off.
1 voteThank you for submitting your Idea to UserVoice.
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Please Restore “Service Completed By” in Line Items Report
We need your assistance with an important reporting issue that is affecting our payroll process.
Previously, when we ran the Line Items Report, we were able to see which employee actually performed each service—for example, “Service Completed By: Employee X.” This was extremely important because we use this information to calculate our stylists’ payroll.
For the past few weeks, however, we have been unable to see the employee who completed/performed the service in the Line Items Report. We have checked the different Line Items reporting options, but they now appear to show only the employee who checked out the customer,…1 voteThank you for submitting your Idea to UserVoice.
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Invoice/Estimate limits
Hi, currently when creating an itemized estimate or invoice, there are limitations on the quantity of items of 100. We want to use the Clover for catering invoices and some of those require more (for example an invoice for a wedding of 150people) we currently have to keep everyting under 100 to be able to use the estimate
1 voteThank you for submitting your Idea to UserVoice.
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Non Profit / Church Giving Platform
On the Essentials SaaS if we could change the customizable landing page from the branded website to instead a customizable page.
Where Clover merchants could have an editable giving page for their church or non profit that includes a few drop downs, cover the fees, set up recurring giving, and which fund they want to give to. We could have a whole new SaaS plan that would open up a huge new market with very low barrier to entry.
We could then use Clover devices for their gift shops and book stores.
1 voteThank you for submitting your Idea to UserVoice.
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Order online, but be able to not pay online and pay in-store instead
Several requests where merchants want customers to be able to order online but, not pay online.
Ex: Non-profit prepares meals for less fortunate. They order online and pickup in store. Merchant is paid by the state so the customer never pays them.
2 votesThank you for submitting your Idea to UserVoice.
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Custom Field Availability on Invoicing
Hosted Checkout, Payment Links and Virtual Terminal all have custom field availability but Invoicing does not. This is a gap that needs to be filled so that there is parity amongst payment options.
1 vote -
Add Invoice Number
On your "Finances" -"Deposits" - "Deposit date" - "Transactions" your have "Time" "Amount" "Payment/Refund ID" "Transaction type" and "Reference number" Could you add my invoice number on this page? So I do not have to go to "Payment/Refund ID" to see my invoice number.
0 votesThank you for submitting your Idea to UserVoice.
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FIRST TIME LOG IN SAAS QUESTIONS
When setting up a Clover device, the onboarding process asks several questions about how the business will use the system. Depending on the responses selected, Clover may automatically move the account to a different SaaS plan. Unfortunately, there is not always an option to keep the existing SaaS plan during this process.
This can create confusion for clients because they may not realize their software package has changed until they see a higher monthly service fee than expected. It is important to carefully review the selected options during setup and confirm the resulting SaaS plan before completing the enrollment process.
1 voteThank you for submitting your Idea to UserVoice.
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Assign Employee to Individual Transactions
I would like to suggest adding the ability to assign an employee or provider to each individual transaction at the time of payment.
This feature would provide several important benefits:
Allow each payment to be linked directly to the employee who provided the service.
Generate payroll reports by employee without having to manually reconcile transactions.
Filter transactions by employee and by service date or payment date.
Simplify payroll calculations for businesses that pay providers based on collections.
Improve reporting for practices with multiple therapists, providers, or contractors.
Reduce administrative time and minimize payroll errors.For businesses such as counseling centers,…
2 votesThank you for submitting your Idea to UserVoice.
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Estimates created online should be payable in store
We receive catering requests online and work out an estimate. Customers usually pay online after we convert the estimate to an invoice. After the invoice is paid, the order appears on the POS and can be printed. However, there is no way for the customer to pay an estimate or invoice in store. The order only appears after payment online. We need to be able to see estimates or unpaid invoices on the POS terminal so we can take cash or card payments in the store.
1 voteThank you for submitting your Idea to UserVoice.
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Increase # of attachments to invoices and estimates
Increase the number of attachments to add on an invoice to 10 and on an estimate to 10.
1 voteThank you for submitting your Idea to UserVoice.
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Transactions report under sales activity
Requesting for the view of transactions on the web dashboard to include a column which shows tip. Currently, with this new interface we have to drill into the payment to see the tip amount
1 voteThank you for submitting your Idea to UserVoice.
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Updated Transactions Interface Is Creating Accounting Issues
Hi Clover Support,
The previous Clover interface clearly showed a breakdown of each transaction, including the subtotal, tax, and gratuity as separate amounts.
Since the recent update, everything is grouped together, which makes it extremely difficult to reconcile our transactions for accounting purposes. I now have to open every transaction individually to find the breakdown, which is incredibly time-consuming and inefficient.
Is there a way to switch back to the previous interface or restore the separate subtotal, tax, and gratuity columns? The updated format is not effective for business accounting and has made our reporting process significantly more difficult.
Please…
1 vote -
Add transaction numbers back to the full transaction list
The UI for the daily transaction list was recently changed and now it no longer displays the transaction # for each charge. My accounting department needs those numbers displayed in my reports, so it would help a lot if they showed up on the full list.
1 vote
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