Skip to content
← Services

How can we improve Services?

Services: Reporting

Categories

Customer Notes No Longer Visible in Transaction List

The recent change to the Clover reporting interface has made it significantly more difficult for us to use customer notes.

Previously, customer notes were visible directly from the transaction/reporting screen. With the new layout, I now have to open each individual transaction to determine whether a customer left a note.

This is a major issue for us as a charity. Our donors use the customer notes to indicate where they would like their donations to be designated. Being able to see these notes directly from the transaction list is essential for accurately processing and allocating donated funds.

Having to manually open every transaction to check for a note is extremely inefficient, especially when processing a large volume of donations, and creates unnecessary risk of missing important donor instructions.

Please consider restoring customer note visibility to the main transaction/reporting view, or providing a way to display/filter transactions that contain customer notes.

This functionality is not simply a convenience for us.. it is an important part of how we accurately administer donor-designated funds. Thank you for considering this feedback.

3 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

North City Church shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Comments are closed An error occurred while saving the comment
  • Derrick Gomez commented  ·   ·  Report

    Before the latest clover update, our procedure was as follows:
    To submit a payment, we would go onto our virtual dashboard (PC), New sale, and enter the amount of the service we are charging for. Then just underneath the price is a space to add a note or to describe the service that is being charged.
    If we would get a question about billing, we would go to that customers profile or name, locate the transaction in question under order history, & select details to view what the payment was for.

    After the update: Notes under customer profile order history are all gone...old & new. The note has to either be added twice (1 time in virtual terminal & again after completing sale in transaction order history)
    or
    Find the transaction in question under the customer profile, go to details, look for payment ID or last 4 of card number, then back out to sales activity, search by card or ID number, locate the exact order that you were already looking at under the customer profile
    ...all just to get the same note that was 1 to 2 clicks before update

    Finding out what a transaction was for is now incredibly difficult & time consuming. Many more steps were added to find something that should be readily available. Especially if your client is standing in front of you & expecting a quick response as to why their account was charged a certain amount.

    To add to it, the receipts have never printed or emailed the notes/service portion unless using the physical POS.

    Clover should also make known what is being updated, when, & also allow to switch back to previous version. Super frustrating coming back into the office next day with everything changed around on the dashboard and trying to figure it all out in the middle of a crazy day. I can't train my staff if I don't know what is going on with the program.