338 results found
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Please Restore “Service Completed By” in Line Items Report
We need your assistance with an important reporting issue that is affecting our payroll process.
Previously, when we ran the Line Items Report, we were able to see which employee actually performed each service—for example, “Service Completed By: Employee X.” This was extremely important because we use this information to calculate our stylists’ payroll.
For the past few weeks, however, we have been unable to see the employee who completed/performed the service in the Line Items Report. We have checked the different Line Items reporting options, but they now appear to show only the employee who checked out the customer,…1 voteThank you for submitting your Idea to UserVoice.
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Invoice/Estimate limits
Hi, currently when creating an itemized estimate or invoice, there are limitations on the quantity of items of 100. We want to use the Clover for catering invoices and some of those require more (for example an invoice for a wedding of 150people) we currently have to keep everyting under 100 to be able to use the estimate
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Non Profit / Church Giving Platform
On the Essentials SaaS if we could change the customizable landing page from the branded website to instead a customizable page.
Where Clover merchants could have an editable giving page for their church or non profit that includes a few drop downs, cover the fees, set up recurring giving, and which fund they want to give to. We could have a whole new SaaS plan that would open up a huge new market with very low barrier to entry.
We could then use Clover devices for their gift shops and book stores.
1 voteThank you for submitting your Idea to UserVoice.
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Custom Field Availability on Invoicing
Hosted Checkout, Payment Links and Virtual Terminal all have custom field availability but Invoicing does not. This is a gap that needs to be filled so that there is parity amongst payment options.
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Add Invoice Number
On your "Finances" -"Deposits" - "Deposit date" - "Transactions" your have "Time" "Amount" "Payment/Refund ID" "Transaction type" and "Reference number" Could you add my invoice number on this page? So I do not have to go to "Payment/Refund ID" to see my invoice number.
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FIRST TIME LOG IN SAAS QUESTIONS
When setting up a Clover device, the onboarding process asks several questions about how the business will use the system. Depending on the responses selected, Clover may automatically move the account to a different SaaS plan. Unfortunately, there is not always an option to keep the existing SaaS plan during this process.
This can create confusion for clients because they may not realize their software package has changed until they see a higher monthly service fee than expected. It is important to carefully review the selected options during setup and confirm the resulting SaaS plan before completing the enrollment process.
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Estimates created online should be payable in store
We receive catering requests online and work out an estimate. Customers usually pay online after we convert the estimate to an invoice. After the invoice is paid, the order appears on the POS and can be printed. However, there is no way for the customer to pay an estimate or invoice in store. The order only appears after payment online. We need to be able to see estimates or unpaid invoices on the POS terminal so we can take cash or card payments in the store.
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Increase # of attachments to invoices and estimates
Increase the number of attachments to add on an invoice to 10 and on an estimate to 10.
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Transactions report under sales activity
Requesting for the view of transactions on the web dashboard to include a column which shows tip. Currently, with this new interface we have to drill into the payment to see the tip amount
1 voteThank you for submitting your Idea to UserVoice.
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Updated Transactions Interface Is Creating Accounting Issues
Hi Clover Support,
The previous Clover interface clearly showed a breakdown of each transaction, including the subtotal, tax, and gratuity as separate amounts.
Since the recent update, everything is grouped together, which makes it extremely difficult to reconcile our transactions for accounting purposes. I now have to open every transaction individually to find the breakdown, which is incredibly time-consuming and inefficient.
Is there a way to switch back to the previous interface or restore the separate subtotal, tax, and gratuity columns? The updated format is not effective for business accounting and has made our reporting process significantly more difficult.
Please…
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Add transaction numbers back to the full transaction list
The UI for the daily transaction list was recently changed and now it no longer displays the transaction # for each charge. My accounting department needs those numbers displayed in my reports, so it would help a lot if they showed up on the full list.
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Ability to save Multiple cards on file for Same Customer
I am writing to request a feature enhancement regarding customer account management.
Currently, many of our customers have multiple credit or debit cards. If they wish to use a card that is not already on file, we are forced to either overwrite their existing card information or create a duplicate profile using a different email address.
It is very common for an individual or business to use multiple cards. Clover should have the ability to save multiple cards on file for a single customer profile. This feature would significantly streamline the billing process and improve the user experience.
Thank you…
1 voteThank you for submitting your Idea to UserVoice.
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Ability to show that an alternative payment method was used through a button
Add a button that doesnt charge but will show in reports that another option was chosen and paid through a third party
1 voteThank you for submitting your Idea to UserVoice.
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Ability to send invoice from Station Duo
Can we please get a invoice button option on the DUO so ifa client doesnt want to pay right there we can click send invoice insted and it send link to client
1 voteThank you for submitting your Idea to UserVoice.
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Fix Statement Presentation
Fix monthly Merchant Services statement to show detail of all fees and charges. Presentation changed in August. I need the detail back.
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Gross Sales no longer showing overview totals without surcharge fee
With the recent update, on the Clover Dashboard: the Gross Sales Overview page no longer previews transactions without the surcharge fee! We process up to apx 100's of transactions a day, so now when our numbers do not match up, we have to open every single transaction to see it without the fee. This is going to double maybe even triple the time it takes us to find an incorrect transaction now. Please look into going back to the other way. Thank you!
1 voteThank you for submitting your Idea to UserVoice.
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Ability to import Purchase Orders from Vendors into Inventory
What would be really cool is the ability to import purchase orders via a photo or upload a purchase order file into Clover.
This could assist with purchase order / vendor management and ultimate inventory management and merchants can manage their inventory from purchase to inventory.
A concept similar to AI Menu builder in the restaurant vertical where can take a photo and it will upload the information into Clover.
The goal would be to import both the vendor information and the inventory information through image / AI.
1 voteThank you for submitting your Idea to UserVoice.
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Merchant/Plan Statement Permissions to Non-Admin
For internal control reasons, Finance team members reconcile bank accounts, but IT team members grant user access. We should not have to give a Finance team member admin permissions to view merchant statements, since this would also give them access to user permissions. But we should not have to rely on our IT folks to download merchant statements for the Finance team. We should be able to create a separate role that only has view access for merchant statements and other reports, but no ability to process transactions, and no access to user setup.
1 voteThank you for submitting your Idea to UserVoice.
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Add 'tip' filter when viewing transactions
The website has changed it's layout. There used to be a column where you could sort your transactions and orders by 'Tip' if a tip was paid via card transaction. You can no longer do that and have to go into every single transaction to see if a tip was paid and it is much more inefficient and time consuming. The idea is to put that column back on this new version or to create a filter that can sort out the transactions that paid a tip so we only have to look at those specific transactions.
1 voteThank you for submitting your Idea to UserVoice.
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Website changes to Clover Transaction
The Customer column is now blank and can only be viewed by clicking on the Tender Type. Can it be added in as an option to view under the Settings menu? This has doubled the amount of time I spend entering the transactions into my Quickbook accounts. I can no longer print out a copy of the transactions for the day and using the Customer column, match it to multiple entries for that days' bank deposit. I now keep Clover open for that days transactions and click on each transaction Tender Type to view the name and location of the…
1 voteThank you for submitting your Idea to UserVoice.
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