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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-Location: Ideas 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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322 results found

  1. Employees and customers booking specific services (i.e. couples massage or Spa packages, legal meetings ect) need to be able to choose more than one person or if they don't have a preference, the system needs to auto assign the appropriate number of people for that time slot that way the business does not overbook

    1 vote

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  2. Before the update it always showed the sales and the tip as a separate total. Now its one total and it is very hard to try to match up the sales to the receipts. Makes things very difficult. If there is a way to find it separated I would like to know.
    Thx

    1 vote

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  3. Please allow Canadians to have the ability to manually closeout the batch.
    Our clinic provides emergency services and this can sometimes happen between the time we close our business and the automatic closeout time, making our day end with our PIMS system not match the batch for the day. We do not necessarily close at the same time each day due to appointments running long or the last minute emergencies. Can you please add this feature for Canadians? Our old merchant service allowed us to closeout whenever our end of the day is.

    1 vote

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  4. 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…

    1 vote

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  5. The stock count feature in the Online Store should be working when you set the automatic manage feature, and not just for the Clover device. Currently, the stock count feature is allowing customers to order more than the actual inventory stock that is available. This creates huge problems when customers order more inventory than what is actually available.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  6. 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 votes

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  7. 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 vote

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    0 comments  ·  Invoice  ·  Admin →
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  8. Generate a item report that shows tender type on each item.

    1 vote

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  9. I have a few merchants you’re having issues with reloading Clover gift cards in bulk. They collect gift cards back once someone has used the balance on them and then they reissue them. The problem is that the system will not allow them to bulk load multiple reused gift cards at one time. We have experienced this twice today as customers at my merchant locations. It is an awful experience for both the customer and the merchant when they are trying to bulk load in the system will kick out two of the gift cards because they have been issued…

    1 vote

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  10. Previously there was a receipt link next to each transaction on the report for the Sales Activity > Orders page. This link opened a new tab when clicked on and made it much easier to see what was purchased and reconcile transactions for each day. Since the most recent update, this functionality has been taken away and moved to a page 2 clicks away for each transaction. When clicking back to return to the order page it returns you to the top of the page instead of the transaction that you were previously on requiring the person to search the…

    3 votes

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  11. We need the ability to reconcile invoices with check and cash payments to close them out on clover

    2 votes

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    0 comments  ·  Invoice  ·  Admin →
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  12. 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 vote

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    0 comments  ·  Invoice  ·  Admin →
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  13. 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 votes

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  14. 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 vote

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    0 comments  ·  Invoice  ·  Admin →
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  15. We use the Clover Go mobile app for processing payments. The app itself works great, however, when reconciling sales via the www.Clover.com > Sales Activity, it doesn't capture the customer's name in the Customer column. Can this please get corrected or implemented?

    1 vote

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  16. Would like to somehow electronically upload or import the sales overview report into our accounting software (*******) linking data to specific General Ledger accounts in order to eliminate heavy data input by Accounting Clerks

    1 vote

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  17. Under Reports > Sales report > view by Daily sales, it shows the daily gross and net sales, but not by Tender types. With Tender types it only show the total amount from the Date Range. Why?? Please make it so that we can view the daily sales by tender types as well. Thank you.

    1 vote

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  18. YOU SHOULD BE ABLE TO ADD A SERVICE ITEM FROM THE POS. ITS A HASSEL HAVING TO LOGIN TO THE CLOVER DASHBOARD JUST TO ADD A SERVICE WHEN IT COULD'VE EASILY BEEN ADDED FROM THE POS DEVICE.

    1 vote

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    0 comments  ·  Inventory  ·  Admin →
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  19. When exporting the transactions, Clover should populate the Invoice number field so an admin can see what invoice belongs to which transaction

    1 vote

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  20. I would very much suggest allowing us to see the transaction detail included in a closeout. We run a 24-hr towing business and are set up for an auto closeout. It is hard for our shops to determine which work orders are included on which day (especially when some guys are out in the field when the closeout occurs and the card processes when our unit gets into cell phone service, not necessarily at the time the card was run). Currently, the only way to determine this is to run a custom report every day, since the closeout times vary…

    1 vote

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