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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-Location: Ideas 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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326 results found

  1. It would make adding or making mass edits to items if there is a "previous item and next item" buttons on the top somewhere when edit a single item. This would just take you to the next item in the list you were in. instead of backing out and finding the next item.

    4 votes

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  2. There needs to be a way for the us to access invoices via the POS and mark paid when the customer comes in to pick up the order. Which would allow us to mark the orders paid without deleting the order and having to input everything again at the register. We also need to be able to itemize the invoice for our customer. I know that you can from Square and QuickBooks.

    4 votes

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    0 comments  ·  Invoice  ·  Admin →
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  3. It would be helpful if we had the option to sort alphabetically. I need to input the sales by device into a spreadsheet and the card types aren't always in the same order.

    4 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  4. For Recurring billing can it be added to have the ability to clear overdue invoices

    4 votes

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    Planned  ·  0 comments  ·  Invoice  ·  Admin →
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  5. The merchant would like a feature to allow individual user id to pull reports that only show what that individual user id has captured in sales. We are an academic institution with certain levels of information (donors) that we don't want student employees seeing. However still want the students to have access to the reporting function. So we need them to be able to pull reports but have certain information blocked out to their specific account reports

    Thank you, btw the devs for Clover are the best!

    4 votes

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    Under Review  ·  2 comments  ·  Reporting  ·  Admin →
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  6. I have a client that has auto settlement set at 6:16pm PST in FDPOS. The Closeout screen in the dashboard is showing 5:30pm closeout so when they run a sale after 5:30pm, the totals in the dashboard don't match his deposits. Please sync the closeout time in the dashboard "closeout" screen with the auto settlement time in FDPOS. Or allow merchant to adjust the closeout reporting time manually in the dashboard. If the Closeout screen can't be fixed, you might think about removing the Closeout screen completely since it's causing more confusion to merchants than anything else.

    4 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  7. Previously there was a receipt link next to each transaction on the report for the Sales Activity > Orders page. This link opened a new tab when clicked on and made it much easier to see what was purchased and reconcile transactions for each day. Since the most recent update, this functionality has been taken away and moved to a page 2 clicks away for each transaction. When clicking back to return to the order page it returns you to the top of the page instead of the transaction that you were previously on requiring the person to search the…

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  8. Would love to have the ability to schedule multi day appointments

    3 votes

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  9. Our company is PCI compliant based on the parameters we put in place. That being said, we only issue invoices to customers so the customers can pay via links. I would like there to be a way in the permissions (virtual terminal) to allow employees only to issue invoices, but not process a credit card. This would ensure we are PCI compliant on all fronts.

    3 votes

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    0 comments  ·  Employees  ·  Admin →
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  10. Client would like the ability to search items when viewing the items report via the web dashboard, instead of the collapsed columns/ categories interface currently

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  11. At the moment, if you have an item that has two categories, you can only filter by the FIRST category that was created when trying to pull Item Sales. There is no way around this. instead you would have to redo all your categories for all of your items if you want to have specific reporting for a specific category. It would be less frustrating to be able to filter WHICHEVER category we would like and not have to edit our entire catalogue and then lose all of the previous data.

    3 votes

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  12. Regularly I pull a Sales Report with a Custom Date Range. Your website requires that I type in the full dates. It would be appreciated, speed things up, and increase my confidence if you had a calendar pop-up/drop-down in which I could select the dates. It feels archaic to have to type in the dates and a calendar pop-up option is a common feature elsewhere. Annoys me every time. The option to either, type in the dates or select from a calendar would be ideal.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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  13. attach form to services directly so they know what waiver to select

    3 votes

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  14. Clover is logging me out after 15 minutes on the desktop. I am repeatedly logging back in throughout the day. Can you please give us a setting that allows us to stay logged in for an hour like it was previously? I'm in the back office trying to work. I don't have a security issue with being logged in.

    3 votes

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    Not at this time  ·  0 comments  ·  Other  ·  Admin →
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  15. Invoice Number/Customizable Fields for Hosted Payment Page and Invoice payment – This would allow merchants to create a required field for invoice numbers to be submitted with payment information.

    3 votes

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    1 comment  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  16. There should be an option to check-in your clients so you know who is here and who isn't here. It makes it much harder to not see who is here and you just have to assume that your client got here on time when that might not be the case. Also it would be nice if the clients can check in on the client device but either way would be helpful.

    3 votes

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    Planned  ·  0 comments  ·  Appointments  ·  Admin →
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  17. I have a seasonal merchant that rents 80+ Clover devices for their annual event. They need a report that lists credit/debit sales by device so that they can separate sales by revenue centers. The Cash Log report shows the device name.

    3 votes

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  18. Employees need to be able to accept their own appointments and manage appointments just as the owner. As a Salon each stylist is in charge of their own schedule to so being able to accept these apts on their own is important. They also need to all be able to access the schedule from their phones.

    3 votes

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  19. I have a lot of merchants that would love the ability to customize invoices from the dashboard. not only with items and/or services but with disclaimers and notes. It would be good to have a better invoicing system that is as good as or better then our competitors(stripe....etc)

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  20. Please allow the manual closeout of the current batch on the Clover dashboard. Right now manual closeout is only available on your Clover POS terminal. However, if we are away from the business and need to do a manual closeout remotely, we would need this option available on Clover dashboard. Please add a button under Clover dashboard > Finances > Closeout > View Current Batch. A manual option on dashboard would help greatly. Thanks.

    3 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

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