45 results found
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Adjustable Invoice Due Date
Allow the Invoice Due Date to be either a preset dropdown or a custom date. Alternatively, allow the business to set their own Due Date values in the picklist.
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
1 voteThank you for submitting your Idea to UserVoice.
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Option to have a Prefilled Invoice Number
When sending out an invoice it would be nice if there was a prefilled unique invoice number, but gave the option to remove the prefilled number if the merchant wants a custom number. Currently, the system allows you to put in custom invoice numbers but you can accidently duplicate numbers.
1 voteThank 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.
1 voteThank you for submitting your Idea to UserVoice.
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Be able to change the greeting to customer on an invoice
Can you make the Email customization so that it can be edited or, specifically, can you change the Email customization from "Hey client," to "Hi client," as "Hey" is very unprofessional.
1 vote -
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…
1 voteThank you for submitting your Idea to UserVoice.
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ABILITY TO ADD NOTES PER LINE ITEM
I would love the ability to add a description per line item on the invoice. For example, if I am selling a package, I would like to include a description of what is included in the package.
1 voteThank you for submitting your Idea to UserVoice.
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ABILITY TO DRAFT & SAVE INVOICES
Adding the ability to draft & save invoices for merchants to review at a later time. We all get busy & I would love the ability to start an invoice, save, & revisit when I'm ready to send.
1 voteThank you for submitting your Idea to UserVoice.
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Add ability to export issued invoices to excel
After clicking on the Invoice option, be able to export the invoices issued to an excel file.
1 voteThank you for submitting your Idea to UserVoice.
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Payment Notifications
Please add the option to allow payment notifications to all user types. Currently, when a payment is received, only the owner gets the notification. It would be extremely beneficial if employees or managers could also get notifications.
1 voteThank you for submitting your Idea to UserVoice.
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Add Tender Types to Open Invoices to Close Them as Paid
After sending Invoice in Professional Services for payment if customer pays by cash of paper check need ability to mark invoice as paid with other tender type. Currently have to delete it and duplicate a sale to track payment. Please add ASAP
1 voteThank you for submitting your Idea to UserVoice.
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Allow Invoices to Be Paid In Person
Allow merchants to open an existing invoice and select “Take Payment In Person” using Clover hardware, automatically closing the invoice when paid.
This would greatly improve workflows for service, repair, wholesale, and B2B businesses and reduce accounting workarounds.
1 voteThank you for submitting your Idea to UserVoice.
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Signing on estimate attachments
Currently, it is possible to attach documents to an estimate, however these attachments cannot be signed by the customer. In many cases, businesses need customers to review and sign additional documents such as waivers, consent forms, or service agreements alongside approving an estimate. Because this functionality is not available, we have to send separate documents through other platforms for signature, which adds extra steps and creates a less streamlined customer experience.
It would be extremely helpful if Clover allowed attachments within an estimate to be designated as signable, enabling customers to review and sign them directly as part of the…
0 votesThank you for submitting your Idea to UserVoice.
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Account Sync
When we turn on Account Sync in the Clover Dashboard to sync with Quick Books online, It is very important to have Account Sync be Bi-Directional. If an invoice is created in Clover it will Sync with quick Books in Real Time. It is critical to be able for Quick Books to create an invoice and have it show in Clover. I talked to a Quick Books Coach and was told Account Sync needs to be Bi-Directional.
1 voteThank you for submitting your Idea to UserVoice.
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Assign sales tax rate per customer
Is it possible to assign sales tax rate per customer? We deliver goods to customers in cities which have different sales tax rates from ours.
2 votesThank you for submitting your Idea to UserVoice.
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Recurring payments report
I have a bunch of recurring payments that come out on the 15th of the month, as well as we take in house payments on the 15th. I need a report that tells me the balance separately that went through for the recurring payments only. It is really hard and very frustrating that there is no option to see the total amount of the recurring payments that went out that day. This needs to be changed
1 voteThank you for submitting your Idea to UserVoice.
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Hide Address on Invoice
We are a home based business and are able to hide our address on payment receipts but not invoices. Please update invoices to allow us to hide our address or use our PO Box
1 voteThank you for submitting your Idea to UserVoice.
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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.
1 vote -
Invoice payment
On the Hosted Checkout Invoice, can the words Your Order be replaced with the name of the specific Payment Link.
Example: Your Order = Membership or Food Pantry, etc. (dependent on payment link used)
1 voteThank you for submitting your Idea to UserVoice.
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1 vote
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