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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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304 results found

  1. "We would like to have an option that allows access to reports and transactions only on the specific device where the transaction was processed."

    2 votes

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  2. The dashboard update this morning terrible. Reconciling all store locations is now very time consuming. Instead of switching from one location to another I now have to acknowledge and save each change from store to store. Then wait while it uploads (very slowly). Not to mention our list of store locations is not in the correct order anymore. With my list being out of the order of our company order - THIS will surely cause mistakes on my reporting process. Not prevent them.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  3. The Sales Overview update is time consuming and is wasting paper. The staff now have to add as you have separated debit and credit - it is still mastercard or visa! You also added the employees to the sales overview - which is not needed as there is separate option to chose that. Unsure what the thought process was on this update, but we will be paying double for the amount of receipts we are now printing out for our accountant. Please keep it simple as that is why we switched to your company.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  4. I am a salon owner, and I sell services (nontaxable) and products(taxable).
    In Reporting, I would like to see the 2 categories separately, and then the total.
    Is that possible?

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  5. i would like to be able to receive a notification--via phone app or email--for each transaction. i would need to be able to easily toggle the notifications on and off. i currently have to sign in periodically to view all the day's transactions, which is far less helpful

    if this is something you can, or are willing to, do, i suggest also adding a couple of interim daily stats while you're at it. thanks

    2 votes

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  6. 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 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. 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

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. 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.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  9. 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.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  10. We NEED a way to be able to send, in our case, our patients a LINK via text messaging to pay their bill/invoice... Many people do not check their emails now-a-days, or the email may end up in their spam folder... So PLEASE PLEASE PLEASE create a way for us to be able to text a link for our patients to pay their bill via text messaging.
    We also have personalized emails that we would rather send out, then the invoice option that is provided on the dashboard... So it would be nice to be able to also use this…

    2 votes

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    Under Review  ·  0 comments  ·  Invoice  ·  Admin →
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  11. 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…

    2 votes

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  12. the invoice option under "new sale" is very limiting. It does not allow to enter specific items, limited information for the customer, and will not allow to enter check or cash for payment. We had to add "invoiss" as an additional app in order to do business.

    2 votes

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  13. Please preserve the ability for admins/managers to view complete sales reports, including dates, filtered by FORMER, deleted employees. Currently, if you delete an employee, we can only guess what the former employee's numbers were based on the company's total numbers.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  14. Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    2 votes

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  15. The Sales amount on the Closeout report does not represent the sales but is the total of transactions processed through the card processor. Please change to Sales amount.

    2 votes

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  16. Sample Real Life Case: Merchant only has the Clover Go app on mobile to process payments. Merchant is currently using inventory through the Clover Go app on mobile. Merchant purchases a Clover Compact, which is provisioned to the Clover account. All but the Payments SaaS plan are removed leaving the merchant unable to use the inventory features. Please fix!

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  17. When doing a transaction report for a specific date, the beginning date and end date must each be selected, which is fine. When switching forward or backward one day, it takes 5 clicks to change the date. xxxx has a left and right arrow that can be clicked to move forward or backward one day. That would be a very helpful feature to have.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  18. I operate an IT business that also performs instore and onsite repairs. I would like to be able to present my customers with a custom form with a signature field at the customer facing terminal for when they drop off equipment or when they pick up equipment. My system is a Station Duo.

    2 votes

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    Not at this time  ·  0 comments  ·  Orders  ·  Admin →
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  19. Report that shows the last time that an employee logged into the dashboard and device. this will allow admins to better manage their employees list.

    2 votes

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  20. 2 votes

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