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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. Allow resellers or admin users to make changes to the device name that shows up on the reporting. Currently only the owner is able to make this change.

    3 votes

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    0 comments  ·  Hardware  ·  Admin →
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  2. Merchant requesting an option to pull a report to see when certain inventory is added

    3 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  3. In order to better serve customers, it would be nice to see their total lifetime points, account notes, and be able to customize customer names from the register terminal when selecting rewards accounts. This is especially useful in a grocery/retail setting where you may need quick access to this information.

    3 votes

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  4. a client asked to be able to search all transaction and order reports by cardholder name in the search fields

    3 votes

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    Deferred  ·  0 comments  ·  Reporting  ·  Admin →
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  5. The functionality of the Orders view on the Dashboard was entirely removed with the latest update of Clover within the last week (between 8/10/2026 through 8/17/2026). It is now missing any ability to categorize Revenue, no longer lists the items of each order without clicking into each order, and removed the Note. All 3 of these things need to be added back onto the basics of this report. If the goal was simplification, these can be toggled on/off. But as the changes stand now, you took one of the easiest to use reports (just a simple list of transactions) and…

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  6. Before the latest clover update, our procedure was as follows:
    To submit a payment, we would go onto our virtual dashboard (PC), New sale, and enter the amount of the service we are charging for. Then just underneath the price is a space to add a note or to describe the service that is being charged.
    If we would get a question about billing, we would go to that customers profile or name, locate the transaction in question under order history, & select details to view what the payment was for.

    After the update: Notes under customer profile order history…

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  7. The recent change to the Clover reporting interface has made it significantly more difficult for us to use customer notes.

    Previously, customer notes were visible directly from the transaction/reporting screen. With the new layout, I now have to open each individual transaction to determine whether a customer left a note.

    This is a major issue for us as a charity. Our donors use the customer notes to indicate where they would like their donations to be designated. Being able to see these notes directly from the transaction list is essential for accurately processing and allocating donated funds.

    Having to manually…

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  8. Recently, the Clover dashboard was updated. Previously, when accessing the Transactions page, it showed the payment date and time, payment id, and the Client ID that we enter to aid in posting payments. Since the update, the payment ID and Client ID do not show on the Transactions screen. They are in the report that can be exported, but it would be much easier if they still appeared on the Transaction screen. Any chance this feature could be reinstated? Thank you.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  9. We need the ability to reconcile invoices with check and cash payments to close them out on clover

    2 votes

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    0 comments  ·  Invoice  ·  Admin →
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  10. There needs to be an ability to pull a report when someone is on the services growth plan that allows them to single out all of the cells that were ran on a specific person that performed the services for commission purposes. In many industries, it will do no good to only be able to track the person who made the cell because in a lot of cases, they will have a cashier upfront that does all of that stuff.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  11. Several requests where merchants want customers to be able to order online but, not pay online.

    Ex: Non-profit prepares meals for less fortunate. They order online and pickup in store. Merchant is paid by the state so the customer never pays them.

    2 votes

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    0 comments  ·  Website  ·  Admin →
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  12. I used to be able to see the invoice number next to the transaction but now we have to click into the transaction to see it. Yes, I can live with that but when I go back to see the rest of the transactions it reloads the screen and takes me back to the top and resets my filters I add and I have to scroll through each transaction again and try to remember where I was at. Also, it used to separate the price of the service and the customers tip but now it just combines them so now…

    2 votes

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    1 comment  ·  Invoice  ·  Admin →
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  13. Being able to view/print item report that will include total quantity sold and quantity remaining for each items.

    2 votes

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    0 comments  ·  Inventory  ·  Admin →
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  14. non employee’s tips show to the report and mixed to the whole total tips, but that Is from online DoorDash tips which is NOT for restaurant server. Please do not include it in to our r report. Because it confuses the tips total.

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  15. Is it possible to assign sales tax rate per customer? We deliver goods to customers in cities which have different sales tax rates from ours.

    2 votes

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    0 comments  ·  Invoice  ·  Admin →
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  16. I would like to request the option to have multiple Owner accounts on a single business profile. In many cases, a business has more than one owner. Sometimes the primary Owner account holder may be unavailable (for example, in a different country) but still needs to retain full access. Meanwhile, another owner who is actively managing the business in the U.S. needs the ability to make Owner-level changes.

    Currently, certain tasks—such as setting up promotions—require Owner access. These are often routine or minor updates that the primary Owner may delegate to a co-owner or managing partner. Allowing multiple Owner accounts…

    2 votes

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    0 comments  ·  Website  ·  Admin →
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  17. for the "add customer" feature in the register it would be nice if we merchants got the option to add the customer's address for delivery purposes. some merchants don't use doordash or uber eats due to cost.

    2 votes

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  18. the option to change cost of goods sold in the past, if accidently entered incorrectly in the past

    2 votes

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    0 comments  ·  Reporting  ·  Admin →
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  19. Hello-

    I have multiple Merchants requesting this feature. Every single order needs a customer name and they are wanting the "Add Note" option to be a forced prompt. We are trying to avoid extra clicks on the screen. Right now having to Click the 3 dots ("...), then selecting Add Note adds small incremental delays to orders.

    Please let me know when/if this can be implemented, I'd be happy to elaborate further.

    2 votes

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    0 comments  ·  Orders  ·  Admin →
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  20. I need to be able to import my customers from a different merch ID all at once instead of adding clients one by one.

    2 votes

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