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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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83 results found

  1. Currently the invoice payment notification only comes to the email owners account. It should be able to come to an email that the owner sets as the email. We have staff that sends out the invoices but the only way they know someone has paid is if the owner tells them they got the notification in their owners email box. This should be able to be set to go wherever the owner wants it, because this is inefficient for the owner otherwise.

    16 votes

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    1 comment  ·  Invoice  ·  Admin →
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  2. Merge customer profiles if multiple are accidentally created in order to maintain customer records and history and loyalty tracking.

    11 votes

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  3. 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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  4. We're an ISO and I just noticed that the DBA character limit has been reduced to 24 characters. Most DBAs now have to be abbreviated. Our merchants have been calling to complain and there's literally nothing we can do. We can't understand why this change was made even though we fully understand that FDPOS has a character limit. Clover dashboards didn't used to have this limitation and there doesn't seem to be any discernable or logical reason to reduce the character limit

    10 votes

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    0 comments  ·  Other  ·  Admin →
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  5. Include alternative options for 2FA, like email when logging into the dashboard for the first time. International clients aren't able to receive SMS Text as international/country codes aren't listed on the drop down. Specifically need to add Palau 011680 as a option.

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Since the dashboard update this week, I can no longer view my "notes" on my invoice. This is directly impacting our work flow.

    6 votes

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    0 comments  ·  Invoice  ·  Admin →
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  7. It would be nice if when adding a customer onto a new order that the option would be available to send the add customer page to the customer station for them to fill-out instead of the associate being the one to ask them their information and fill it out. Possible a pop-up asking associate to send page to customer or not.

    6 votes

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

    5 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  9. When the merchant sends a invoice the customer should have the option to leave a tip and make a partial payment this way the merchant does not have to waste time sending out another invoice.

    5 votes

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    1 comment  ·  Invoice  ·  Admin →
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  10. Thousands of spam customers were added (not sure how!) and need to be deleted but currently the only option is to do so one by one. They are all from the same invalid domain @example.com so would be very easy to bulk delete. Not sure why this isn't a feature already.

    5 votes

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  11. Currently when a merchant inputs data into the "Note for item or service" field, this data passes to the cardholder. However, the data does NOT flow through to the merchant's reporting. I have a client who inputs the date of the event for their catering invoices in this field. When they go back later to tie the transaction to an event, they are unable to do so because the Note field in blank in the reporting.

    5 votes

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    0 comments  ·  Invoice  ·  Admin →
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  12. 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.

    4 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  13. I have a lot of merchants that would love the ability to customize invoices from the dashboard. not only with items and/or services but with disclaimers and notes. It would be good to have a better invoicing system that is as good as or better then our competitors(stripe....etc)

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  14. Please allow the manual closeout of the current batch on the Clover dashboard. Right now manual closeout is only available on your Clover POS terminal. However, if we are away from the business and need to do a manual closeout remotely, we would need this option available on Clover dashboard. Please add a button under Clover dashboard > Finances > Closeout > View Current Batch. A manual option on dashboard would help greatly. Thanks.

    3 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  15. I have multiple users on my clover account - and the two factor code to authorize them to go on our account - only comes to my phone. Can you consider adding additional phone numbers to my profile so we all would get the code to our phones? If I'm out of the country or asleep or unreachable - this is not working for us. I would love to add all my colleagues to the account profile to avoid this. I look forward to hearing from you. Thank you

    3 votes

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    0 comments  ·  Website  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  16. Hello,

    Can we get a Database that links Card numbers to phone numbers automatically like how xxxx does it. I am tired of having to enter the SAME customer's phone number in every time they purchase something. It is embarrassing that this system doesn't have the ability to remember things like this. Also it would be nice if another Clover user just entered the customers phone number and then they come to me, it would already be there to text them their receipt.

    Thanks,

    3 votes

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  17. When using the invoice feature, you can enter the order/invoice number for the payment. However, this information is not available when looking at the transaction in the payment details section like it does when you process the payment yourself in the virtual terminal. Please make the order/invoice number available in the payment details section when the payment is made with the invoice feature.

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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  18. The ability to edit the price when going into Register and selecting the item. Have a toggle switch for edit pricing under Price Per Copy with no quantity limits.
    Variable pricing does not work
    because it limits the quantity count.

    Our old POS had a check box for adjusted pricing. Whenever we pull up that product, let's say a color copy at $.039, we could click on the price and change the cost immediately when creating an order. All of this without going back into Inventory and changing the price. It's a price change just for that particular order then…

    3 votes

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  19. Please allow the remaining balance on a gift card to automatically print on the payment receipt. It slows down a business when they need to go to the gift card app to see the balance

    3 votes

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  20. Can we please stop w the mandatory emails. The customer knows we are storing their card numbers

    3 votes

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