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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.
Clover GO: Clover GO is a mobile POS system designed for businesses that need to accept payments on the go.

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.

Multi-LocationIdeas related to the functionality of Clover's Multi-Location product.

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

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171 results found

  1. It is just a request to incorporate merchant DBA name in the closeout report sent to Merchant's email address. Currently we only have MID in the email sent. It will be a problem for the merchant to identify the business if they have two or more account linked the same email address.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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    Thank you for submitting your Idea to UserVoice.

  2. Our entire staff hates the new update to the menu items section. It is less efficient to add/update menu items. Before, all sections were on the same screen and easy to navigate when updating menu item description, photo, modifiers. Now there is a lot of scrolling and the text is so much larger. It is simply inefficient. We are so ready to switch from clover to ANY OTHER POS system there is, this is another con on the scale.

    1 vote

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  3. The 3ft tethering cable is too short and needs to be longer

    1 vote

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    0 comments  ·  Hardware  ·  Admin →
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  4. When I charge a customer for a poster print we charge by the foot. So if the poster is 2 feet then perfect I just put it into the system as 2 feet. but if its 2 feet 4 inches. then I have to manually calculate the decimal amount because 2 ft 4 in is 2.33. Because there are 12 inches in a foot.

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  5. It would be nice to have credit card surcharge totals printed on the batch closeout report. For merchants using a Compact, there is not a way to print a sales overview report from the device to get this information and would need to log into the Dashboard daily to get that surcharge information. Printing that total on the closeout report, would eliminate the extra step to access it.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  6. ALL decent loyalty programs require customers to earn status each year -- it is not a cumulative lifetime thing. Making the "Regular" and "VIP" status something to earn annually would bring you to maybe the year 2000 in terms of relevancy of tools.

    1 vote

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     ·  System responded

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  7. We need the ability to select and add specific items from our inventory directly on the Clover invoice dashboard. This is a simple but essential feature that’s currently missing. It would be extremely helpful to choose which items to include in an invoice, and also have the option to add custom notes. This functionality is critical for businesses that need flexibility when creating detailed invoices.

    Please consider adding this feature to improve invoice customization and efficiency. Thank you!

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  8. Client inquired about more detailed reports. in terms of reports including customer's name, last 4 digits of card used for purchase, and items purchased for tracking purposes

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  9. I need a transaction report that shows Date, Customer, Order Note (Invoice #), Items, Method of Payment, Authorization #, $ Amount

    1 vote

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    0 comments  ·  Invoice  ·  Admin →
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  10. A report that breaks down the revenue classes by tender type. Also an option to automatically have clover to email reports to desired staff daily.

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  11. About 6 months ago, Clover's Customer list on the dashboard and the Customer app on the device sorted customers by most recently added. I relied on sorting the customer list by recent for my business functions. Now it only sorts customers by alphabetical order. It's a small change, but it has greatly impacted my business.

    I think it would be great for everyone if we could sort the customer list by criteria, such as:

    • *Recently added to the customer list* (important)
    • Recently paid/ordered
    • Phone number (starting digits from low to high or vice versa)
    • Alphabetical

    I feel it's…

    1 vote

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  12. I work as an ISO and constantly get asked to help merchants with simple items but cant do it without access to their dashboard. Some of them don't have the password or have never logged in before. A bunch of them don't even use email on a regular basis so asking them to login and complete dual factor authentication is challenging. If every sales office had access to their own merchants dashboards we could support the merchant better and faster.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  13. Clover does not allow me to enter a number in the employee profile. When we communicate, Clover indicates to me that it does not accept numbers from Puerto Rico. This leads me to understand that Clover, despite having Puerto Rican clients, does not provide the platform to them. Please address this requirement.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  14. Currently, card holders may earn Clover Reward points (A) when they purchase Clover gift cards as well as (B) when they make purchases using the gift cards, resulting in the business giving out double points to customers in both occasions. Please add a setting so that the business can choose when to give out points. With the current design, Clover Rewards is advising the merchant to manually adjust points, but it is not acceptable for businesses to spend time to adjust individual customer points.

    1 vote

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  15. Trying to update my reporting based on a reorganization of my categories. Please make the change that past reports can be updated on new categories

    1 vote

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    0 comments  ·  Reporting  ·  Admin →
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  16. An option to place a message in the Pickup option of online ordering is important for our business communication with our clients, as our location is not fixed. Having the option to leave a message for the customer picking up an order would help us maintain a better-organized business.

    1 vote

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    0 comments  ·  Orders  ·  Admin →
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  17. 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…

    1 vote

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    Under Review  ·  0 comments  ·  Invoice  ·  Admin →
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  18. Please provide a "Disable" button (vs "Delete") to apply to an employee's credentials to meet PCI Compliance requirements to minimize employee access while they are assigned to non-cashiering duties. It is undesirable to "Delete" an employee as they may return later to process payment transactions. To meet PCI, a current list of active employees must be maintained. Since the employees are temporarily assigned to other duties, they may return to work in Cashiering. With only the "Delete" button (current situation), the employees who temporarily leave are left with their Clover access and during PCI compliance regulatory reviews, this becomes a…

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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  19. We would like to have the option of creating a Transfer option for the Merchants from the current active account to the new active account when the business is in the same location. For example - On the dashboard on the inventory app - there can be an option that says "Transfer" - then next a filter option to filter "items, modifiers categories.." or "Select all" - Once the option is selected on what they would like to transfer - then they should see the option that shows them a field that says "Enter Merchant ID", they should be able…

    1 vote

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  20. 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 vote

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    0 comments  ·  Invoice  ·  Admin →
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