49 results found
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Assign sales tax rate per customer
Is it possible to assign sales tax rate per customer? We deliver goods to customers in cities which have different sales tax rates from ours.
2 votesThank you for submitting your Idea to UserVoice.
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LINK TO SEND VIA TEXT FOR PAYMENT ON ACCOUNT
We NEED a way to be able to send, in our case, our patients a LINK via text messaging to pay their bill/invoice... Many people do not check their emails now-a-days, or the email may end up in their spam folder... So PLEASE PLEASE PLEASE create a way for us to be able to text a link for our patients to pay their bill via text messaging.
We also have personalized emails that we would rather send out, then the invoice option that is provided on the dashboard... So it would be nice to be able to also use this…2 votes -
Accepting checks or cash when "new sale " at dashboard
the invoice option under "new sale" is very limiting. It does not allow to enter specific items, limited information for the customer, and will not allow to enter check or cash for payment. We had to add "invoiss" as an additional app in order to do business.
2 votes -
customer charge account
We would like to have a charge account for customers to make purchases and then bill once a month such as a NET 30 payment option. Currently we have to close out the order using our own in house created payment method and then invoice individually from quick books.
2 votes -
Estimates created online should be payable in store
We receive catering requests online and work out an estimate. Customers usually pay online after we convert the estimate to an invoice. After the invoice is paid, the order appears on the POS and can be printed. However, there is no way for the customer to pay an estimate or invoice in store. The order only appears after payment online. We need to be able to see estimates or unpaid invoices on the POS terminal so we can take cash or card payments in the store.
1 voteThank you for submitting your Idea to UserVoice.
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Increase # of attachments to invoices and estimates
Increase the number of attachments to add on an invoice to 10 and on an estimate to 10.
1 voteThank you for submitting your Idea to UserVoice.
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Ability to send invoice from Station Duo
Can we please get a invoice button option on the DUO so ifa client doesnt want to pay right there we can click send invoice insted and it send link to client
1 voteThank you for submitting your Idea to UserVoice.
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Invoice abilities on virtual terminal
The Clover Virtual terminal should allow invoices to be sent via text message to the customers as well as via email.
1 voteThank you for submitting your Idea to UserVoice.
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Adjustable Invoice Due Date
Allow the Invoice Due Date to be either a preset dropdown or a custom date. Alternatively, allow the business to set their own Due Date values in the picklist.
1 voteThank you for submitting your Idea to UserVoice.
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Option to have a Prefilled Invoice Number
When sending out an invoice it would be nice if there was a prefilled unique invoice number, but gave the option to remove the prefilled number if the merchant wants a custom number. Currently, the system allows you to put in custom invoice numbers but you can accidently duplicate numbers.
1 voteThank you for submitting your Idea to UserVoice.
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customer needs to be able to pay partial payment or pay the down payment
There needs to be an option for the customer to pay a partial payment on invoices sent to cover a down payment or deposit. This is a critical need, and I am confused why this wasn't added at rollout.
1 voteThank you for submitting your Idea to UserVoice.
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Be able to change the greeting to customer on an invoice
Can you make the Email customization so that it can be edited or, specifically, can you change the Email customization from "Hey client," to "Hi client," as "Hey" is very unprofessional.
1 voteThank you for submitting your Idea to UserVoice.
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ABILITY TO ADD NOTES PER LINE ITEM
I would love the ability to add a description per line item on the invoice. For example, if I am selling a package, I would like to include a description of what is included in the package.
1 voteThank you for submitting your Idea to UserVoice.
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ABILITY TO DRAFT & SAVE INVOICES
Adding the ability to draft & save invoices for merchants to review at a later time. We all get busy & I would love the ability to start an invoice, save, & revisit when I'm ready to send.
1 voteThank you for submitting your Idea to UserVoice.
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Add ability to export issued invoices to excel
After clicking on the Invoice option, be able to export the invoices issued to an excel file.
1 voteThank you for submitting your Idea to UserVoice.
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Payment Notifications
Please add the option to allow payment notifications to all user types. Currently, when a payment is received, only the owner gets the notification. It would be extremely beneficial if employees or managers could also get notifications.
1 voteThank you for submitting your Idea to UserVoice.
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Add Tender Types to Open Invoices to Close Them as Paid
After sending Invoice in Professional Services for payment if customer pays by cash of paper check need ability to mark invoice as paid with other tender type. Currently have to delete it and duplicate a sale to track payment. Please add ASAP
1 voteThank you for submitting your Idea to UserVoice.
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Allow Invoices to Be Paid In Person
Allow merchants to open an existing invoice and select “Take Payment In Person” using Clover hardware, automatically closing the invoice when paid.
This would greatly improve workflows for service, repair, wholesale, and B2B businesses and reduce accounting workarounds.
1 voteThank you for submitting your Idea to UserVoice.
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Signing on estimate attachments
Currently, it is possible to attach documents to an estimate, however these attachments cannot be signed by the customer. In many cases, businesses need customers to review and sign additional documents such as waivers, consent forms, or service agreements alongside approving an estimate. Because this functionality is not available, we have to send separate documents through other platforms for signature, which adds extra steps and creates a less streamlined customer experience.
It would be extremely helpful if Clover allowed attachments within an estimate to be designated as signable, enabling customers to review and sign them directly as part of the…
1 voteThank you for submitting your Idea to UserVoice.
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Account Sync
When we turn on Account Sync in the Clover Dashboard to sync with Quick Books online, It is very important to have Account Sync be Bi-Directional. If an invoice is created in Clover it will Sync with quick Books in Real Time. It is critical to be able for Quick Books to create an invoice and have it show in Clover. I talked to a Quick Books Coach and was told Account Sync needs to be Bi-Directional.
1 voteThank you for submitting your Idea to UserVoice.
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