38 results found
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Invoice/Estimate limits
Hi, currently when creating an itemized estimate or invoice, there are limitations on the quantity of items of 100. We want to use the Clover for catering invoices and some of those require more (for example an invoice for a wedding of 150people) we currently have to keep everyting under 100 to be able to use the estimate
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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.
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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.
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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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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.
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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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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.
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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.
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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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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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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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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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