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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.

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.

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

Categories

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Merchants on the Services Growth SaaS plan submit your Ideas here. Please use the Payments Forum for all payment related Ideas.

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137 results found

  1. 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!

    1 vote
    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  2. Activating 20+ gift cards at a time

    The merchant would like the ability to activate more than 20 gift cards with the same amount at one time. Currently, if a customer wants to purchase 200 gift cards, the merchant can only activate 20 at a time. This limitation means the customer would need to make 10 separate purchases or the merchant would need to activate the cards one by one.

    Raising the activation limit or adding a bulk activation feature would streamline this process, allowing the merchant to activate more than 20 gift cards at once, improving efficiency and customer satisfaction.

    5 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  3. More Detailed Reports (Customer. Item Name, Card Info)

    Client inquired about more detailed reports. in terms of reports including customer's name, last 4 digits of card used for purchase, and items purchased for tracking purposes

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  4. Transaction Report

    I need a transaction report that shows Date, Customer, Order Note (Invoice #), Items, Method of Payment, Authorization #, $ Amount

    1 vote
    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  5. Revenue Class by tender type report and auto reporting

    A report that breaks down the revenue classes by tender type. Also an option to automatically have clover to email reports to desired staff daily.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  6. Sort Customer List!

    About 6 months ago, Clover's Customer list on the dashboard and the Customer app on the device sorted customers by most recently added. I relied on sorting the customer list by recent for my business functions. Now it only sorts customers by alphabetical order. It's a small change, but it has greatly impacted my business.

    I think it would be great for everyone if we could sort the customer list by criteria, such as:

    • *Recently added to the customer list* (important)
    • Recently paid/ordered
    • Phone number (starting digits from low to high or vice versa)
    • Alphabetical

    I feel it's…

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. Dashboard Access at ISO/Sales Office Level

    I work as an ISO and constantly get asked to help merchants with simple items but cant do it without access to their dashboard. Some of them don't have the password or have never logged in before. A bunch of them don't even use email on a regular basis so asking them to login and complete dual factor authentication is challenging. If every sales office had access to their own merchants dashboards we could support the merchant better and faster.

    1 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  8. Clover does not allow me to enter the employee number

    Clover does not allow me to enter a number in the employee profile. When we communicate, Clover indicates to me that it does not accept numbers from Puerto Rico. This leads me to understand that Clover, despite having Puerto Rican clients, does not provide the platform to them. Please address this requirement.

    1 vote
    0 comments  ·  Employees  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  9. Add a Setting to Add Reward Points Only When Gift Cards Are Purchased and Not When It Is Redeemed

    Currently, card holders may earn Clover Reward points (A) when they purchase Clover gift cards as well as (B) when they make purchases using the gift cards, resulting in the business giving out double points to customers in both occasions. Please add a setting so that the business can choose when to give out points. With the current design, Clover Rewards is advising the merchant to manually adjust points, but it is not acceptable for businesses to spend time to adjust individual customer points.

    1 vote
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  10. Reorganize reports based on updated categories

    Trying to update my reporting based on a reorganization of my categories. Please make the change that past reports can be updated on new categories

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  11. An option to place a Note in the Pickup option of online ordering

    An option to place a message in the Pickup option of online ordering is important for our business communication with our clients, as our location is not fixed. Having the option to leave a message for the customer picking up an order would help us maintain a better-organized business.

    1 vote
    0 comments  ·  Orders  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  12. Collapsible Modifer Groups

    Collapsible menus are useful because they help organize content in a compact, accessible way, making navigation more efficient. Without collapsible menus, users need to scroll through long lists or sections to find what they're looking for, leading to a cluttered interface and a less smooth experience.

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  13. Enhancement Request for Cell Number & SMS Booking Reminders

    Currently, the Clover booking system allows cell phone number input but does not mark it as a mandatory field, while the email address is required. However, many customers prefer to receive SMS reminders for their bookings instead of email notifications.

    To improve efficiency and customer experience, we request an enhancement to the POS system that:

    • Makes the cell phone number a mandatory field when entering customer details and booking schedules.
    • Enables the system to send SMS reminders to customers regarding their booking schedules, ensuring better engagement and reducing no-shows.
    • Essentially, we need the POS system to support direct customer communication…
    2 votes
    0 comments  ·  Appointments  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  14. Import Customer Lists/Data

    Enable ability to import existing customer lists and data. This is crucial when migrating to Clover from any other system.

    2 votes
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  15. Recurring Appointments

    Enable ability to allow for recurring appointment scheduling

    1 vote
    0 comments  ·  Appointments  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  16. Need to "Disable" an employee (vs "Delete") to meet PCI Compliance requirements (employee may return later to process transactions)

    Please provide a "Disable" button (vs "Delete") to apply to an employee's credentials to meet PCI Compliance requirements to minimize employee access while they are assigned to non-cashiering duties. It is undesirable to "Delete" an employee as they may return later to process payment transactions. To meet PCI, a current list of active employees must be maintained. Since the employees are temporarily assigned to other duties, they may return to work in Cashiering. With only the "Delete" button (current situation), the employees who temporarily leave are left with their Clover access and during PCI compliance regulatory reviews, this becomes a…

    1 vote
    0 comments  ·  Employees  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  17. Bring Back Register SaaS Plan Option

    I've discussed the new Retail Growth plan with some merchants on the Payments plan today. Feedback suggests some merchants do NOT want a web site or to sell via e-commerce. Specifically, some retailers are contractually forbidden from selling certain products/lines online so there is no value in them having a website. Therefore, the Growth plan would result in their paying for something they can't use.

    1 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  18. Inventory Transfer

    We would like to have the option of creating a Transfer option for the Merchants from the current active account to the new active account when the business is in the same location. For example - On the dashboard on the inventory app - there can be an option that says "Transfer" - then next a filter option to filter "items, modifiers categories.." or "Select all" - Once the option is selected on what they would like to transfer - then they should see the option that shows them a field that says "Enter Merchant ID", they should be able…

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  19. 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 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  20. 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.

    3 votes
    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

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