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← Clover UserVoice

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.

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.

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

Categories

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Merchants on the Services Growth SaaS plan submit your Ideas here. Please use the Payments Forum for all payment related Ideas.

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139 results found

  1. Transaction Report

    I need a transaction report that shows Date, Customer, Order Note (Invoice #), Items, Method of Payment, Authorization #, $ Amount

    1 vote
    0 comments  ·  Invoice  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  2. Revenue Class by tender type report and auto reporting

    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
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  3. Sort Customer List!

    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
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  4. Dashboard Access at ISO/Sales Office Level

    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
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  5. Clover does not allow me to enter the employee number

    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
    0 comments  ·  Employees  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  6. Add a Setting to Add Reward Points Only When Gift Cards Are Purchased and Not When It Is Redeemed

    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
    0 comments  ·  Engagement  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. Reorganize reports based on updated categories

    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
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  8. An option to place a Note in the Pickup option of online ordering

    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
    0 comments  ·  Orders  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  9. Collapsible Modifer Groups

    Collapsible menus are useful because they help organize content in a compact, accessible way, making navigation more efficient. Without collapsible menus, users need to scroll through long lists or sections to find what they're looking for, leading to a cluttered interface and a less smooth experience.

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  10. Recurring Appointments

    Enable ability to allow for recurring appointment scheduling

    1 vote
    0 comments  ·  Appointments  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  11. Need to "Disable" an employee (vs "Delete") to meet PCI Compliance requirements (employee may return later to process transactions)

    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
    0 comments  ·  Employees  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  12. Bring Back Register SaaS Plan Option

    I've discussed the new Retail Growth plan with some merchants on the Payments plan today. Feedback suggests some merchants do NOT want a web site or to sell via e-commerce. Specifically, some retailers are contractually forbidden from selling certain products/lines online so there is no value in them having a website. Therefore, the Growth plan would result in their paying for something they can't use.

    1 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  13. Inventory Transfer

    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
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  14. 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 vote
    0 comments  ·  Other  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  15. Pre-authorization

    We have to do pre-authorizations in our business for rentals. Right now we have to do a pre-Authorization save that order then actually open up another order to charge the customer. It would be very helpful if we could do all of that in one order. If we could take an authorization of a card and also preform a transaction within that order but have the order saved on order with the authorization still open. When the customer returns our equipment we can void the authorization or if the equipment is lost or damaged we can reopen the authorization and…

    1 vote
    0 comments  ·  Orders  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  16. Sales tax

    My issue is when we pay sales tax we have to report our taxable items sold and also our non-taxable items sold. Your current reporting shows both of these line items, but it does not go any further. I need to be able to select the non taxable items and see how the clover got to the number it did so I can then be able to report it to the government. There is currently no way to see the items that clover added together to get the non-taxable amount.
    I would really like to see the sales tax reports…

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  17. Store Card for online booking

    Need to be able to store card on file when the customer books an appointment through their Clover booking website. Salons charge fees for no-show appointments.

    1 vote
    1 comment  ·  Appointments  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  18. Save Sales Reports on Deleted Employees

    Please preserve the ability for admins/managers to view complete sales reports, including dates, filtered by FORMER, deleted employees. Currently, if you delete an employee, we can only guess what the former employee's numbers were based on the company's total numbers.

    1 vote
    0 comments  ·  Reporting  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  19. Inventory Imports

    When importing the file(s) Messaging is inaccurate: errors appear, once errors are corrected, the import is unsuccessful as more errors appear for some of the same cells shown previously . Adding items manually seems to be the best workaround at this time.

    1 vote
    0 comments  ·  Inventory  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

  20. Appointments feature added to IPhone app

    Can you add the Appointments feature to the iphone app?

    1 vote
    0 comments  ·  Appointments  ·  Admin →
    How important is this to you?
    Submitted  ·  System responded

    Thank you for submitting your Idea to UserVoice.

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