32 results found
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Ability to search transactions by employee
When searching a transaction on Clover.com using Employee, it eithr doesn't check all employees, or caps it when there are too many. Need to be able to pull up a trans by employee no matter how many there are.
2 votesThank you for submitting your Idea to UserVoice.
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Fix the "Note/Service" field: Stop wasting time hunting for transaction details.
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…
2 votesThank you for submitting your Idea to UserVoice.
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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…
2 votesThank you for submitting your Idea to UserVoice.
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Client ID on Transaction screen
Recently, the Clover dashboard was updated. Previously, when accessing the Transactions page, it showed the payment date and time, payment id, and the Client ID that we enter to aid in posting payments. Since the update, the payment ID and Client ID do not show on the Transactions screen. They are in the report that can be exported, but it would be much easier if they still appeared on the Transaction screen. Any chance this feature could be reinstated? Thank you.
2 votesThank you for submitting your Idea to UserVoice.
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We need the ability to pull reports on the service growth plan pertaining to the person that performed services
There needs to be an ability to pull a report when someone is on the services growth plan that allows them to single out all of the cells that were ran on a specific person that performed the services for commission purposes. In many industries, it will do no good to only be able to track the person who made the cell because in a lot of cases, they will have a cashier upfront that does all of that stuff.
2 votesThank you for submitting your Idea to UserVoice.
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non employee’s tips show to the report and mixed to the whole total tips, but that
non employee’s tips show to the report and mixed to the whole total tips, but that Is from online DoorDash tips which is NOT for restaurant server. Please do not include it in to our r report. Because it confuses the tips total.
2 votesThank you for submitting your Idea to UserVoice.
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Employee Reporting
Client would like to be able to decipher order types via the dining application for reporting purposes. Business Type: Hibachi, instead of the order receipt showing "dine-in", the client would like it to read Hibachi 1 or Hibachi 2, in order to determine which server waited on the table to determine sales and tips, the idea for is for the information to show within the employees reports.
2 votesThank you for submitting your Idea to UserVoice.
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Clover Compact and SaaS Plan Selection
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 votesThank you for submitting your Idea to UserVoice.
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Clover Dashboard reporting
To have the orders report print as detailed as it used to in early August. The orders page use to show each transaction in full detail. For example, in early August I could run the orders report and it would tell me the customer's name, what they paid for, how they paid, and time. It made it easier for me to see who paid for tuition versus who paid for services/products. Now, the orders report only tells me the customer's name, total paid, and time of purchase. It's not very detailed. Which makes my role more difficult as now I…
1 voteThank you for submitting your Idea to UserVoice.
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Need to see CUSTOMER NAME under CUSTOMER column in TRANSACTIONS list.
Under TRANSACTIONS > PAYMENTS, there is a column for "Customer" name, but it doesn't actually list the customer's name there. I have to open every single transaction to see the name we had entered on the Clover terminal at the time of purchase. Can't you just list them here? It used to have this feature before the update.
1 voteThank you for submitting your Idea to UserVoice.
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Please Restore “Service Completed By” in Line Items Report
We need your assistance with an important reporting issue that is affecting our payroll process.
Previously, when we ran the Line Items Report, we were able to see which employee actually performed each service—for example, “Service Completed By: Employee X.” This was extremely important because we use this information to calculate our stylists’ payroll.
For the past few weeks, however, we have been unable to see the employee who completed/performed the service in the Line Items Report. We have checked the different Line Items reporting options, but they now appear to show only the employee who checked out the customer,…1 voteThank you for submitting your Idea to UserVoice.
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Add Invoice Number
On your "Finances" -"Deposits" - "Deposit date" - "Transactions" your have "Time" "Amount" "Payment/Refund ID" "Transaction type" and "Reference number" Could you add my invoice number on this page? So I do not have to go to "Payment/Refund ID" to see my invoice number.
0 votesThank you for submitting your Idea to UserVoice.
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Transactions report under sales activity
Requesting for the view of transactions on the web dashboard to include a column which shows tip. Currently, with this new interface we have to drill into the payment to see the tip amount
1 voteThank you for submitting your Idea to UserVoice.
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Ability to show that an alternative payment method was used through a button
Add a button that doesnt charge but will show in reports that another option was chosen and paid through a third party
1 voteThank you for submitting your Idea to UserVoice.
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Fix Statement Presentation
Fix monthly Merchant Services statement to show detail of all fees and charges. Presentation changed in August. I need the detail back.
1 voteThank you for submitting your Idea to UserVoice.
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Gross Sales no longer showing overview totals without surcharge fee
With the recent update, on the Clover Dashboard: the Gross Sales Overview page no longer previews transactions without the surcharge fee! We process up to apx 100's of transactions a day, so now when our numbers do not match up, we have to open every single transaction to see it without the fee. This is going to double maybe even triple the time it takes us to find an incorrect transaction now. Please look into going back to the other way. Thank you!
1 voteThank you for submitting your Idea to UserVoice.
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Add 'tip' filter when viewing transactions
The website has changed it's layout. There used to be a column where you could sort your transactions and orders by 'Tip' if a tip was paid via card transaction. You can no longer do that and have to go into every single transaction to see if a tip was paid and it is much more inefficient and time consuming. The idea is to put that column back on this new version or to create a filter that can sort out the transactions that paid a tip so we only have to look at those specific transactions.
1 voteThank you for submitting your Idea to UserVoice.
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Website changes to Clover Transaction
The Customer column is now blank and can only be viewed by clicking on the Tender Type. Can it be added in as an option to view under the Settings menu? This has doubled the amount of time I spend entering the transactions into my Quickbook accounts. I can no longer print out a copy of the transactions for the day and using the Customer column, match it to multiple entries for that days' bank deposit. I now keep Clover open for that days transactions and click on each transaction Tender Type to view the name and location of the…
1 voteThank you for submitting your Idea to UserVoice.
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Need sales and tip shown as a separate total
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.
Thx1 voteThank you for submitting your Idea to UserVoice.
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Manual Closeout in Canada
Please allow Canadians to have the ability to manually closeout the batch.
Our clinic provides emergency services and this can sometimes happen between the time we close our business and the automatic closeout time, making our day end with our PIMS system not match the batch for the day. We do not necessarily close at the same time each day due to appointments running long or the last minute emergencies. Can you please add this feature for Canadians? Our old merchant service allowed us to closeout whenever our end of the day is.1 voteThank you for submitting your Idea to UserVoice.
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