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'Transactions tab update is inefficient' has been merged into this idea

Services: Invoice

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View invoice number next to transaction

I used to be able to see the invoice number next to the transaction but now we have to click into the transaction to see it. Yes, I can live with that but when I go back to see the rest of the transactions it reloads the screen and takes me back to the top and resets my filters I add and I have to scroll through each transaction again and try to remember where I was at. Also, it used to separate the price of the service and the customers tip but now it just combines them so now I have to click into the transaction and then go into the receipt just to see what was charged since we use a different software for invoices and posting payments. Not only that but it takes up to an hour now to display a transaction that was just ran, but only if you are viewing 14 or more days at a time which I HAVE TO DO.
When we are trying to balance, the total of the transactions includes the tip amount even though it says that it doesn't include tips paid. We wasted so much time on this.

This has been a terrible update and it is making my job go 10 times slower. I wish that I could see the invoice number without needing to click into the transaction and the tip and what we charged were separated at the very least

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Samantha Linder shared this idea  ·   ·  Report…  ·  Admin →
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  • Rialeigh commented  ·   ·  Report

    Before the last update the transactions page, while using a browser, displayed the invoice number (the number we manually type on the clover terminal when we take a payment). This has disappeared and now I have to export a spreadsheet to see the invoice number (which has too much data). This is the only way to connect the transaction to my external software and reconcile. This change has taken a task I do daily and increased the time it takes 3-fold.

  • Kristen Hudon commented  ·   ·  Report

    Under TRANSACTIONS > PAYMENTS, under the column "amount" -- Before the update, we used to be able to see the subtotal, tips and total in each transaction row, now I have to click into it twice into it (transaction then "see payment details" then "view info" to see each breakdown.

  • Jennifer Schulz commented  ·   ·  Report

    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 let me know if there is a solution or if this feedback can be escalated to the appropriate team.

  • Home Tavern commented  ·   ·  Report

    Before the newest update, under the transactions tabs, I could scroll down and see every tip entered ( or not entered) for every transaction for the selected date. Now I have to click on each transaction individually and then click on receipt to see if a tip was entered. What used to take me about 15 -30 minutes to identify unentered tips and/or tips entered incorrectly, takes me about 3 hours!!! It is horrible!!!! Please go back to how this used to be!!!! I

  • Janine Vallee commented  ·   ·  Report

    Before the update it always showed the sales and the tip as a separate total. Now its one total and it is very hard to try to match up the sales to the receipts. Makes things very difficult. If there is a way to find it separated I would like to know.
    Thx

  • Lion Magaziner commented  ·   ·  Report

    Longtime clover user. We require an invoice at time of sale. We used to be able to login to our dashboard, select sales activity , then transactions and one of the fields would be invoice. That is no longer there. The only way to get the transactions with the invoice field is to export the data. Any way to get this added back? Makes reconciliation much easier. thanks in advance

  • Tori commented  ·   ·  Report

    After the update the invoice ID is no longer visible in the transactions list and only appears when opening individual transactions details. Would be helpful if it can go back to how it used to and show up on the transactions list.