33 results found
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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 -
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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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.
1 voteThank you for submitting your Idea to UserVoice.
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Recurring payments report
I have a bunch of recurring payments that come out on the 15th of the month, as well as we take in house payments on the 15th. I need a report that tells me the balance separately that went through for the recurring payments only. It is really hard and very frustrating that there is no option to see the total amount of the recurring payments that went out that day. This needs to be changed
1 voteThank you for submitting your Idea to UserVoice.
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Hide Address on Invoice
We are a home based business and are able to hide our address on payment receipts but not invoices. Please update invoices to allow us to hide our address or use our PO Box
1 voteThank you for submitting your Idea to UserVoice.
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Partial Payment on Invoices
Allow partial payments on invoices so that customers can pay deposits, then pay the remaining balance, without having to send multiple invoices for the same job.
1 vote -
Invoice payment
On the Hosted Checkout Invoice, can the words Your Order be replaced with the name of the specific Payment Link.
Example: Your Order = Membership or Food Pantry, etc. (dependent on payment link used)
1 voteThank you for submitting your Idea to UserVoice.
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1 vote
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Reel invoices system
We urgently need a proper invoicing system link with the Clover inventory app, with:
Consecutive invoice numbers (no gaps, easy to track)
Tax ID integration (to comply with accounting requirements)
Customer ID for proper tracking
Easy search and history lookup by invoice number, customer ID, or item SKU
This is a critical feature for professional use and should be implemented.
1 vote -
INVOICES
WHEN SENDING INVOICES OUT:
IT WOULD BE NICE TO HAVE THE OPTION TO SEND AN INVOICE AND ALLOW THE RECIPIENT TO CHANGE THE DOLLAR AMOUNT THEY WANT TO PAY.
OUR OFFICE NEEDS TO BE ABLE TO SEND OUT THE ENTIRE AMOUNT OWED, BUT IF SOMEONE, FOR EXAMPLE: NEEDS TO SPLIT PAYMENT ONTO MULTIPLE CARDS, THEY SHOULD HAVE THE OPTION TO CHANGE THE DOLLAR AMOUNT THEY WANT TO PAY WHEN GOING TO MAKE THE PAYMENT ON THE INVOICE.1 voteThank you for submitting your Idea to UserVoice.
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Please upgrade your invoice creating system.It should have tax entering option in %,auto calculation system,discount option.
upgrade your invoice creating system please.It should have tax entering optio in %,discount option in % and then auto calculation and give total amount to be paid.We dont expect Clover to have such a basic invoice system where many other free invoice generator companies have better options.
1 voteThank you for submitting your Idea to UserVoice.
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App - Discount Send Invoice
On the clover app, my patients get a discount every time they get a certain product, however, I cannot send an invoice from the app when a discount has been applied. This should possible.
Then online, I cannot send an itemized invoice to patients, only a single total, this too should also be able to happen.Thank you in advance
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…
0 votesThank you for submitting your Idea to UserVoice.
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