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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.

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.

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

Categories

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Merchants on the Services Growth SaaS plan submit your Ideas here. Please use the Payments Forum for all payment related Ideas.

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34 results found

  1. Save Sales Reports on Deleted Employees

    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.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  2. Generation of Custom Reports

    We are requiring custom reporting that is tailored to the operations of a quick service business that also supports in properly auditing what may be suspicious behavior based on data the current reports are showing. These reports would be custom reports based on daily sales categorized by inventory to which can be accessed at any time for review over an extended period of time? With all data broken down. In regards to auditing, it'd be helpful to generate report of staff sales and discount performance report showing their volume of sales, discounts given with date and times, and order accuracy…

    0 votes
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  3. Auto print of batch report

    Merchant request a setting in reporting that allows the report to print automatically upon closeout.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  4. Sales amount / Closeout report

    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.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  5. customer id

    Include Customer ID in the Order, Order Line Items, and Transactions reports

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  6. employee usage report

    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.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  7. Recurring Payments reporting

    Please add recurring payments as an option to the reporting. Merchants want to be able view the data by dates.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  8. Show percentage in reporting for merchants that have to give a cut of profits to location rental.

    Merchant has to pay a percentage of sales to the mall where she has her business and would like an easier way to figure how much she owes without showing on the receipt.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  9. I am trying to get a monthl reports from my point of sales and only give me 6 months. I need this report from 2022 and 2023

    EXTEND THE RANGE OF TIME TO PRINT MONTHY REPORTS DON'T SEND ME TO DASHBORD TO GET THEM. I CAN PRINT ONLY 6 MONTHS.
    I am trying to get a monthly reports from my point of sales and only give me 6 months behind . I need the report from 2022 and 2023 out of my printer and it tells you that you need to go to dashbord and get them.. They want to print out reports out of the Clover Point of sales printer NOT from the dashbord.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  10. clover reporting

    When adding a customized item or tax- allow the total amount to show on the reporting so that the totals match up. the transactions are not matching with the batch totals. Having a more detailed reporting system will help with itemized, detailed individualized line items showing the exact amount including taxes and additional fees

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  11. Be able to view recurring amount for multiple clients

    I am unable to see the value of all quarterly recurring accounts. It just shows the number of accounts. Migrating from a previous merchant account where this feature was active. Certainly would help to see the total amount that will be charged to the various accounts as opposed to just the number of accounts.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  12. Recurring payments on dashboard is there away to edit withdrawal date?

    Is there away edit withdrawal date without deleting account or end end date?

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  13. Individual User ID Reporting

    The merchant would like a feature to allow individual user id to pull reports that only show what that individual user id has captured in sales. We are an academic institution with certain levels of information (donors) that we don't want student employees seeing. However still want the students to have access to the reporting function. So we need them to be able to pull reports but have certain information blocked out to their specific account reports

    Thank you, btw the devs for Clover are the best!

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?

  14. We need to know who purchased each item and when we add and subtract inventory, incase there is a RECALL

    We need to be able to click on each item and get a report on who purchased it. As there can be recalls on items. We also need to be able to see when we added and subtracted inventory. When adding in inventory there is no way that I can find that we can see when we added in new inventory therefore lots of mistakes can be made. We have invoices with 50 items or more and the phone rings, customers come we need to be able to check and besure we added the item and that we didn't double…

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
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