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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. Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  2. Can we please stop w the mandatory emails. The customer knows we are storing their card numbers

    3 votes

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  3. It would be helpful if we had the option to sort alphabetically. I need to input the sales by device into a spreadsheet and the card types aren't always in the same order.

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  4. 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.

    11 votes

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  5. 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

    2 votes

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  6. For Recurring billing can it be added to have the ability to clear overdue invoices

    4 votes

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  7. The cellular app should show the current device at the top of the list of devices so that the current device can be managed on the device. Also add the nickname and data usage back onto the device so merchants can be sure they are looking up the correct device without having to check the serial number.

    Also add a search option so merchants can search for a different device by nickname or serial number etc. they have without logging in online.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  8. Previously, when the charge went through, the options given were to print, email, or text the receipt. That's changed, and now the options are "Print" and "More". In order to email or text the receipt, you have to tap the "More" button first.

    Our email and texting collection has dropped to less than 1% after this change. Previously we were getting about 5%. I've tried to talk to customer support about getting this changed back, but I've been told tough luck, try leaving a post on the uservoice page.

    1 vote

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  9. I am unable to see the value of all quarterly recurring accounts. It just shows the number of accounts. Migrating from a previous merchant account where this feature was active. Certainly would help to see the total amount that will be charged to the various accounts as opposed to just the number of accounts.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  10. Allow resellers or admin users to make changes to the device name that shows up on the reporting. Currently only the owner is able to make this change.

    3 votes

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    0 comments  ·  Hardware  ·  Admin →
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  11. Need to add street address this is how we lookup customers. Can't use system at this time because of this . Need Urgent Assistance

    1 vote

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  12. Recurring payment invoices showing a "Failed" status should allow for in the view invoice the resulting bank code as to why it failed i.e. credit card expired, insufficient funds, closed account, etc. This gives me more insight into my customer so I can make decision on how I plan to rectify the account.

    11 votes

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    0 comments  ·  Invoice  ·  Admin →
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  13. Need shifts full functions back on the terminal. We have clients ready to leave without these features back on the stations.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  14. Merchant requesting an option to pull a report to see when certain inventory is added

    3 votes

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  15. In the daily Sales Overview report gift card sales have recently been added to “Sales by Card Type” making a consolidation with deposits to bank account impossible.

    1 vote

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  16. Merchant would like to load the entire inventory items page on the Web Dashboard instead of having to click the "load more" link at the bottom of the page to show more items.

    1 vote

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  17. I would like to be able to have filters to sort Customers different ways MOSTLY by date of visit/purchase

    1 vote

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  18. We recently purchased the Duo station with the handsfree wired scanner and had hoped we could use our hands free Munbyn scanners to work in the warehouse to scan items in/out or even use our phones to do so. However, there's currently no app available from Clover that allows for it nor do they have a hands free scanner that would allow for automatically updating our inventory in the Clover system. So our "check in, check out" system we had planned to use for our inventory is dead in the water - we need the ability to scan wirelessly. Very…

    1 vote

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  19. In order to better serve customers, it would be nice to see their total lifetime points, account notes, and be able to customize customer names from the register terminal when selecting rewards accounts. This is especially useful in a grocery/retail setting where you may need quick access to this information.

    2 votes

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  20. a client asked to be able to search all transaction and order reports by cardholder name in the search fields

    2 votes

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    Deferred  ·  0 comments  ·  Reporting  ·  Admin →
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