19 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 -
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 -
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 -
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 -
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 -
Allow temporary adjustments to days where business is normally closed
I was just notified that the temporary adjustment feature to business hours on Services Growth ONLY applies to days where the business is normally open based on the posted hours. This is not made clear at all in the instructions and makes no sense. Business should be able to open for a special event on a day they are not normally open without having to modify their normal operating hours.
1 vote -
Partial Payment on Invoices
Allow partial payments on invoices so that customers can pay deposits, then pay the remaining balance, without having to send multiple invoices for the same job.
3 votes -
Ability to filter each separate category on item reporting
At the moment, if you have an item that has two categories, you can only filter by the FIRST category that was created when trying to pull Item Sales. There is no way around this. instead you would have to redo all your categories for all of your items if you want to have specific reporting for a specific category. It would be less frustrating to be able to filter WHICHEVER category we would like and not have to edit our entire catalogue and then lose all of the previous data.
3 votes -
Custom Sales Report - Calendar pop-up
Regularly I pull a Sales Report with a Custom Date Range. Your website requires that I type in the full dates. It would be appreciated, speed things up, and increase my confidence if you had a calendar pop-up/drop-down in which I could select the dates. It feels archaic to have to type in the dates and a calendar pop-up option is a common feature elsewhere. Annoys me every time. The option to either, type in the dates or select from a calendar would be ideal.
3 votesThanks for raising this - we'll be addressing it soon.
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Check-In Option
There should be an option to check-in your clients so you know who is here and who isn't here. It makes it much harder to not see who is here and you just have to assume that your client got here on time when that might not be the case. Also it would be nice if the clients can check in on the client device but either way would be helpful.
4 votes -
Recurring Appointment Booking
Is Recurring Appointment Booking on the product upgrade roadmap? A lot of Services Merchants have regular customers scheduled at weekly or monthly recurring appointments. This would be huge for Services Merchants!
Once this is place, if someone has 12 Appointments scheduled, please only send 1 cancellation notice, not 12.1 vote -
Have French Language Option in Payment Links
There should be the option of having payment links that display in French. This is a legal requirement in Quebec of any commercial page having French, otherwise it is illegal in this province.
1 vote -
Reel invoices system
We urgently need a proper invoicing system link with the Clover inventory app, with:
Consecutive invoice numbers (no gaps, easy to track)
Tax ID integration (to comply with accounting requirements)
Customer ID for proper tracking
Easy search and history lookup by invoice number, customer ID, or item SKU
This is a critical feature for professional use and should be implemented.
1 vote -
Accepting checks or cash when "new sale " at dashboard
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.
3 votes -
Deposit for professional services
Salon's as a professional service, collect deposits for the ability to charge in advance and credit the subtotal so that they are not any no shows. if the customer does not show up they charge the deposit
5 votes -
Allow Multiple Email Addresses for Single Invoice from Clover Dashboard
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.
17 votes -
ability to clear overdue invoices
For Recurring billing can it be added to have the ability to clear overdue invoices
5 votes -
clover reporting
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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