326 results found
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Transactions report under sales activity
Requesting for the view of transactions on the web dashboard to include a column which shows tip. Currently, with this new interface we have to drill into the payment to see the tip amount
1 voteThank you for submitting your Idea to UserVoice.
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Updated Transactions Interface Is Creating Accounting Issues
Hi Clover Support,
The previous Clover interface clearly showed a breakdown of each transaction, including the subtotal, tax, and gratuity as separate amounts.
Since the recent update, everything is grouped together, which makes it extremely difficult to reconcile our transactions for accounting purposes. I now have to open every transaction individually to find the breakdown, which is incredibly time-consuming and inefficient.
Is there a way to switch back to the previous interface or restore the separate subtotal, tax, and gratuity columns? The updated format is not effective for business accounting and has made our reporting process significantly more difficult.
Please…
1 voteThank you for submitting your Idea to UserVoice.
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Add transaction numbers back to the full transaction list
The UI for the daily transaction list was recently changed and now it no longer displays the transaction # for each charge. My accounting department needs those numbers displayed in my reports, so it would help a lot if they showed up on the full list.
1 voteThank you for submitting your Idea to UserVoice.
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Ability to save Multiple cards on file for Same Customer
I am writing to request a feature enhancement regarding customer account management.
Currently, many of our customers have multiple credit or debit cards. If they wish to use a card that is not already on file, we are forced to either overwrite their existing card information or create a duplicate profile using a different email address.
It is very common for an individual or business to use multiple cards. Clover should have the ability to save multiple cards on file for a single customer profile. This feature would significantly streamline the billing process and improve the user experience.
Thank you…
1 voteThank you for submitting your Idea to UserVoice.
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Ability to show that an alternative payment method was used through a button
Add a button that doesnt charge but will show in reports that another option was chosen and paid through a third party
1 voteThank you for submitting your Idea to UserVoice.
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Ability to send invoice from Station Duo
Can we please get a invoice button option on the DUO so ifa client doesnt want to pay right there we can click send invoice insted and it send link to client
1 voteThank you for submitting your Idea to UserVoice.
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Fix Statement Presentation
Fix monthly Merchant Services statement to show detail of all fees and charges. Presentation changed in August. I need the detail back.
1 voteThank you for submitting your Idea to UserVoice.
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Gross Sales no longer showing overview totals without surcharge fee
With the recent update, on the Clover Dashboard: the Gross Sales Overview page no longer previews transactions without the surcharge fee! We process up to apx 100's of transactions a day, so now when our numbers do not match up, we have to open every single transaction to see it without the fee. This is going to double maybe even triple the time it takes us to find an incorrect transaction now. Please look into going back to the other way. Thank you!
1 voteThank you for submitting your Idea to UserVoice.
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Ability to import Purchase Orders from Vendors into Inventory
What would be really cool is the ability to import purchase orders via a photo or upload a purchase order file into Clover.
This could assist with purchase order / vendor management and ultimate inventory management and merchants can manage their inventory from purchase to inventory.
A concept similar to AI Menu builder in the restaurant vertical where can take a photo and it will upload the information into Clover.
The goal would be to import both the vendor information and the inventory information through image / AI.
1 voteThank you for submitting your Idea to UserVoice.
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Transactions tab update is inefficient
Before the newest update, under the transactions tabs, I could scroll down and see every tip entered ( or not entered) for every transaction for the selected date. Now I have to click on each transaction individually and then click on receipt to see if a tip was entered. What used to take me about 15 -30 minutes to identify unentered tips and/or tips entered incorrectly, takes me about 3 hours!!! It is horrible!!!! Please go back to how this used to be!!!! I
1 voteThank you for submitting your Idea to UserVoice.
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Invoice abilities on virtual terminal
The Clover Virtual terminal should allow invoices to be sent via text message to the customers as well as via email.
1 voteThank you for submitting your Idea to UserVoice.
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Merchant/Plan Statement Permissions to Non-Admin
For internal control reasons, Finance team members reconcile bank accounts, but IT team members grant user access. We should not have to give a Finance team member admin permissions to view merchant statements, since this would also give them access to user permissions. But we should not have to rely on our IT folks to download merchant statements for the Finance team. We should be able to create a separate role that only has view access for merchant statements and other reports, but no ability to process transactions, and no access to user setup.
1 voteThank you for submitting your Idea to UserVoice.
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Add 'tip' filter when viewing transactions
The website has changed it's layout. There used to be a column where you could sort your transactions and orders by 'Tip' if a tip was paid via card transaction. You can no longer do that and have to go into every single transaction to see if a tip was paid and it is much more inefficient and time consuming. The idea is to put that column back on this new version or to create a filter that can sort out the transactions that paid a tip so we only have to look at those specific transactions.
1 voteThank you for submitting your Idea to UserVoice.
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Website changes to Clover Transaction
The Customer column is now blank and can only be viewed by clicking on the Tender Type. Can it be added in as an option to view under the Settings menu? This has doubled the amount of time I spend entering the transactions into my Quickbook accounts. I can no longer print out a copy of the transactions for the day and using the Customer column, match it to multiple entries for that days' bank deposit. I now keep Clover open for that days transactions and click on each transaction Tender Type to view the name and location of the…
1 voteThank you for submitting your Idea to UserVoice.
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Allow Multiple Employee Selection when Booking for Specific Services
Employees and customers booking specific services (i.e. couples massage or Spa packages, legal meetings ect) need to be able to choose more than one person or if they don't have a preference, the system needs to auto assign the appropriate number of people for that time slot that way the business does not overbook
1 vote -
Need sales and tip shown as a separate total
Before the update it always showed the sales and the tip as a separate total. Now its one total and it is very hard to try to match up the sales to the receipts. Makes things very difficult. If there is a way to find it separated I would like to know.
Thx1 voteThank you for submitting your Idea to UserVoice.
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Manual Closeout in Canada
Please allow Canadians to have the ability to manually closeout the batch.
Our clinic provides emergency services and this can sometimes happen between the time we close our business and the automatic closeout time, making our day end with our PIMS system not match the batch for the day. We do not necessarily close at the same time each day due to appointments running long or the last minute emergencies. Can you please add this feature for Canadians? Our old merchant service allowed us to closeout whenever our end of the day is.1 voteThank you for submitting your Idea to UserVoice.
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Dashboard UI needs to be improved
The new update to Clover dashboard, has taken away many conveniences for my service based business. I have to go through so many prompts to get to my employees for payroll and then I have to go through each transaction for sale amount & gratuity amount. The previous Clover dashboard had everything on the transactions screen. After going through the new dashboard, I also found changes to my preferences like storing customer credit card information for future purchases. Disabled that real quick. I'm a service based small business and I used to love the convenience of quickly calculating my payroll…
1 voteThank you for submitting your Idea to UserVoice.
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Stock Count Feature
The stock count feature in the Online Store should be working when you set the automatic manage feature, and not just for the Clover device. Currently, the stock count feature is allowing customers to order more than the actual inventory stock that is available. This creates huge problems when customers order more inventory than what is actually available.
1 voteThank you for submitting your Idea to UserVoice.
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Adjustable Invoice Due Date
Allow the Invoice Due Date to be either a preset dropdown or a custom date. Alternatively, allow the business to set their own Due Date values in the picklist.
1 voteThank you for submitting your Idea to UserVoice.
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