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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-LocationIdeas 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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211 results found

  1. Restore the functionality for administrators or managers to delete employees from the dashboard.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. I work as an ISO and constantly get asked to help merchants with simple items but cant do it without access to their dashboard. Some of them don't have the password or have never logged in before. A bunch of them don't even use email on a regular basis so asking them to login and complete dual factor authentication is challenging. If every sales office had access to their own merchants dashboards we could support the merchant better and faster.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  3. Clover does not allow me to enter a number in the employee profile. When we communicate, Clover indicates to me that it does not accept numbers from Puerto Rico. This leads me to understand that Clover, despite having Puerto Rican clients, does not provide the platform to them. Please address this requirement.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  4. 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.

    6 votes

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    0 comments  ·  Reporting  ·  Admin →
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  5. Currently, card holders may earn Clover Reward points (A) when they purchase Clover gift cards as well as (B) when they make purchases using the gift cards, resulting in the business giving out double points to customers in both occasions. Please add a setting so that the business can choose when to give out points. With the current design, Clover Rewards is advising the merchant to manually adjust points, but it is not acceptable for businesses to spend time to adjust individual customer points.

    1 vote

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  6. An option to place a message in the Pickup option of online ordering is important for our business communication with our clients, as our location is not fixed. Having the option to leave a message for the customer picking up an order would help us maintain a better-organized business.

    1 vote

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    Under Review  ·  0 comments  ·  Orders  ·  Admin →
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  7. 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…

    1 vote

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    Under Review  ·  0 comments  ·  Invoice  ·  Admin →
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  8. 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.

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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  9. It would be nice if the "Search" boxes stayed at the top of the page after you open an item.

    3 votes

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  10. 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…

    4 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  11. We would like to have the option of creating a Transfer option for the Merchants from the current active account to the new active account when the business is in the same location. For example - On the dashboard on the inventory app - there can be an option that says "Transfer" - then next a filter option to filter "items, modifiers categories.." or "Select all" - Once the option is selected on what they would like to transfer - then they should see the option that shows them a field that says "Enter Merchant ID", they should be able…

    1 vote

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  12. the invoice option under "new sale" is very limiting. It does not allow to enter specific items, limited information for the customer, and will not allow to enter check or cash for payment. We had to add "invoiss" as an additional app in order to do business.

    1 vote

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  13. WHEN SENDING INVOICES OUT:
    IT WOULD BE NICE TO HAVE THE OPTION TO SEND AN INVOICE AND ALLOW THE RECIPIENT TO CHANGE THE DOLLAR AMOUNT THEY WANT TO PAY.
    OUR OFFICE NEEDS TO BE ABLE TO SEND OUT THE ENTIRE AMOUNT OWED, BUT IF SOMEONE, FOR EXAMPLE: NEEDS TO SPLIT PAYMENT ONTO MULTIPLE CARDS, THEY SHOULD HAVE THE OPTION TO CHANGE THE DOLLAR AMOUNT THEY WANT TO PAY WHEN GOING TO MAKE THE PAYMENT ON THE INVOICE.

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  14. It would make adding or making mass edits to items if there is a "previous item and next item" buttons on the top somewhere when edit a single item. This would just take you to the next item in the list you were in. instead of backing out and finding the next item.

    4 votes

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  15. Please preserve the ability for admins/managers to view complete sales reports, including dates, filtered by FORMER, deleted employees. Currently, if you delete an employee, we can only guess what the former employee's numbers were based on the company's total numbers.

    1 vote

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  16. When importing the file(s) Messaging is inaccurate: errors appear, once errors are corrected, the import is unsuccessful as more errors appear for some of the same cells shown previously . Adding items manually seems to be the best workaround at this time.

    1 vote

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    Planned  ·  0 comments  ·  Inventory  ·  Admin →
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  17. 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.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  18. Why is there no direct link to the developer page within the main dashboard of your account. It makes absolutely no sense to have to make yet another login to get into the developers area. This way anything you develop is linked back to your account.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  19. We are requiring custom reporting that is tailored to the operations of a quick service business that also supports in properly auditing what may be suspicious behavior based on data the current reports are showing. These reports would be custom reports based on daily sales categorized by inventory to which can be accessed at any time for review over an extended period of time? With all data broken down. In regards to auditing, it'd be helpful to generate report of staff sales and discount performance report showing their volume of sales, discounts given with date and times, and order accuracy…

    0 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  20. We are experiencing a suspicious volume of excessive item deletions as well as high-dollar voids. Is there a way the system can flag this to prevent abuse and theft? Whether this sends a notification to the virtual dashboard alerting admin and/or requiring Managerial Approval before processing.

    1 vote

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