25 results found
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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.
1 voteThank 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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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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Invoice Number/Customizable Fields for Hosted Payment Page and Invoice payment – This would allow merchants to create a required field for i
Invoice Number/Customizable Fields for Hosted Payment Page and Invoice payment – This would allow merchants to create a required field for invoice numbers to be submitted with payment information.
3 votesThank you for submitting your Idea to UserVoice.
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invoice
I have a lot of merchants that would love the ability to customize invoices from the dashboard. not only with items and/or services but with disclaimers and notes. It would be good to have a better invoicing system that is as good as or better then our competitors(stripe....etc)
3 votesThank you for submitting your Idea to UserVoice.
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Printing second payment receipt automatically
can you add an option to print a second payment receipt automatically please. We have to select manually each time to print a second one. When we are not fast enought to do it, it's been a long for nothing. Second opinions, is there any options to write the invoice # before pass the device to the customer. This way, we won't need to print a second payment receipt. ?
3 votesThank you for submitting your Idea to UserVoice.
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NEED ABILITY TO DELETE OR CANCEL EXPIRED INVOICES
I would like to formally request the ability to delete unpaid, expired invoices dating back to 2020. We do not use the Clover Virtual Terminal Invoicing for all billing purposes — only for sending past-due payment requests to patients. It is frustrating and inconvenient that there is currently no option to remove or archive these old, unpaid invoices from our dashboard.
We now have invoices over four years old cluttering our unpaid balance section, many of which have already been written off as bad debt in our internal medical records system. This not only complicates our accounting process but also…
5 votesThank you for submitting your Idea to UserVoice.
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Add Item Selection and Notes Feature to Invoice Dashboard
We need the ability to select and add specific items from our inventory directly on the Clover invoice dashboard. This is a simple but essential feature that’s currently missing. It would be extremely helpful to choose which items to include in an invoice, and also have the option to add custom notes. This functionality is critical for businesses that need flexibility when creating detailed invoices.
Please consider adding this feature to improve invoice customization and efficiency. Thank you!
2 votesThank you for submitting your Idea to UserVoice.
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INVOICES
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 voteThank you for submitting your Idea to UserVoice.
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Allow Recurring Invoicing
Need the ability to create a Recurring Invoice that automatically emails a recipient with a Payment Link that allows them to enter their payment themselves.
4 votesThank you for submitting your Idea to UserVoice.
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Please upgrade your invoice creating system.It should have tax entering option in %,auto calculation system,discount option.
upgrade your invoice creating system please.It should have tax entering optio in %,discount option in % and then auto calculation and give total amount to be paid.We dont expect Clover to have such a basic invoice system where many other free invoice generator companies have better options.
1 voteThank you for submitting your Idea to UserVoice.
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Invoice feature-order number visibility in transaction payment details
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 votesThank you for submitting your Idea to UserVoice.
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Partial payments & tips
When the merchant sends a invoice the customer should have the option to leave a tip and make a partial payment this way the merchant does not have to waste time sending out another invoice.
6 votesThank you for submitting your Idea to UserVoice.
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Allow business to view invoice notes after billing client
Since the dashboard update this week, I can no longer view my "notes" on my invoice. This is directly impacting our work flow.
9 votesThank you for submitting your Idea to UserVoice.
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invoice payment notifications
Currently the invoice payment notification only comes to the email owners account. It should be able to come to an email that the owner sets as the email. We have staff that sends out the invoices but the only way they know someone has paid is if the owner tells them they got the notification in their owners email box. This should be able to be set to go wherever the owner wants it, because this is inefficient for the owner otherwise.
19 votesThank you for submitting your Idea to UserVoice.
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