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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. I am writing to express our concern regarding a recent change in the Clover dashboard. Previously, the cellular data portal displayed the device names alongside the serial numbers and SIM numbers, which was incredibly useful for our operations. However, in the latest version of the dashboard, this feature appears to have been removed.
    we use to see the device names in the clover flex terminals also which was so handy they have also removed it

    We manage a fleet of 65 Clover devices, and without the device names, it has become significantly more difficult and time-consuming to identify and manage…

    3 votes

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    Under Review  ·  0 comments  ·  Other  ·  Admin →
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  2. can you add an option to print a second payment receipt automatically please. We have to select manually each time to print a second one. When we are not fast enought to do it, it's been a long for nothing. Second opinions, is there any options to write the invoice # before pass the device to the customer. This way, we won't need to print a second payment receipt. ?

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  3. 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!

    3 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  4. 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…

    3 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  5. 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

    3 votes

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  6. 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…

    3 votes

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. I have multiple users on my clover account - and the two factor code to authorize them to go on our account - only comes to my phone. Can you consider adding additional phone numbers to my profile so we all would get the code to our phones? If I'm out of the country or asleep or unreachable - this is not working for us. I would love to add all my colleagues to the account profile to avoid this. I look forward to hearing from you. Thank you

    3 votes

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    0 comments  ·  Website  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  8. Restore the functionality for administrators or managers to delete employees from the dashboard.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  9. Enhancement to "Create a branded website" tab/process.
    Services Growth Tier has ability to take payment/deposit online. First time merchant (who is used to card present instore) may not be familiar aware of option to take payment online as part of appointment process. That option for setup is under the primary view settings -> Services and Appointments section for Appointment Booking. I think there would be a benefit to have reference and link to the Appointment Booking section from the Create Branded Website page. I think having reference to Fraud Filters/Fraud Setup there would be beneficial as well.

    3 votes

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    Under Review  ·  0 comments  ·  Website  ·  Admin →
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  10. It would be nice if the "Search" boxes stayed at the top of the page after you open an item.

    3 votes

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  11. Why is there no direct link to the developer page within the main dashboard of your account. It makes absolutely no sense to have to make yet another login to get into the developers area. This way anything you develop is linked back to your account.

    3 votes

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    0 comments  ·  Other  ·  Admin →
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  12. 3 votes

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  13. The ability to edit the price when going into Register and selecting the item. Have a toggle switch for edit pricing under Price Per Copy with no quantity limits.
    Variable pricing does not work
    because it limits the quantity count.

    Our old POS had a check box for adjusted pricing. Whenever we pull up that product, let's say a color copy at $.039, we could click on the price and change the cost immediately when creating an order. All of this without going back into Inventory and changing the price. It's a price change just for that particular order then…

    3 votes

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  14. First, let's start off saying that I love the clover system. Very user friendly!!
    When doing inventory is it very organized in a-z order but when working the inventory in letter beginning in f after editing it sends you back to the top start. If it could hold the inventory where you left off would be very helpful especially when clearing out old inventory. In reporting, items sales breaking down the categories for sales report it used to hold the category you have selected for the next day now it clears, and you have to select the category items from…

    3 votes

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  15. We do not use the full inventory system, but we do enter a category (one of 10) for every transaction by using the "Register" app. We have removed all permissions for the "Sales" app. However, there is not reporting option that provides us with transaction totals by "category". We need this option.

    Daily batch reports do not total by category nor is there any report that filters by category. Tech support has told me there is no such option.

    Can you provide this option or is there a way for me to create a custom report with transaction totals by…

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  16. Please allow the remaining balance on a gift card to automatically print on the payment receipt. It slows down a business when they need to go to the gift card app to see the balance

    3 votes

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  17. Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  18. Can we please stop w the mandatory emails. The customer knows we are storing their card numbers

    3 votes

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  19. When adding a customized item or tax- allow the total amount to show on the reporting so that the totals match up. the transactions are not matching with the batch totals. Having a more detailed reporting system will help with itemized, detailed individualized line items showing the exact amount including taxes and additional fees

    3 votes

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  20. I am unable to see the value of all quarterly recurring accounts. It just shows the number of accounts. Migrating from a previous merchant account where this feature was active. Certainly would help to see the total amount that will be charged to the various accounts as opposed to just the number of accounts.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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