178 results found
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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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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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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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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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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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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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