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Payments

There are a lot of ways to take a payment. Let us know your ideas to help advance Clover’s payments acceptance process here. We are listening and we use this feedback to prioritize our roadmap.


Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


Discounts: Ideas related to Clover’s Discount feature.

Recurring Payments: Ideas relating to Clover’s Recurring Payments feature.

Refund/Exchange: Ideas relating to Clover's Refund & Exchange functionality.

Taxes: Ideas related to configuring, charging and managing taxes.

Tipping: Ideas relating to tipping.

Virtual Terminal: Ideas related to Clover’s Virtual Terminal

Voids: Ideas related to Clover’s voiding functionality.


Payments

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53 results found

  1. Please add a note/order/invoice number field to the payment link feature. The information added to the field should also be available when looking at the transaction in the payment details section. How else is the merchant to know what the payment is for?

    35 votes

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    Planned  ·  3 comments  ·  Virtual Terminal  ·  Admin →
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  2. The Clover Virtual terminal should allow invoices to be closed out as paid in cash or check. When one of my businesses sends an invoice, they do not know what payment type the customer will want to use. I should not have to maintain two invoicing systems, and your invoicing system does not allow me to manage it properly.

    24 votes

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    Planned  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  3. Is there an update on adding custom fields to the HPP? The support site indicated this enhancement would be coming Q3/Q4 2024, so just checking on the status. At a minimum, the ability to add an "invoice number" field (like what's on the VT) would allow more flexibility for many merchants. Thank you!

    17 votes

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    Planned  ·  1 comment  ·  Virtual Terminal  ·  Admin →
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  4. When an invoice is expired there is no option to delete it. Even support can't delete it. Annoying how I can delete any other invoice, but for some reason the invoices that should be canceled / deleted can't be so I'm not stuck with a certain unpaid balance forever

    13 votes

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    Planned  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  5. For telephone purchases/payments, we would like the ability to pull/select from the Items list in the Clover Terminal into the New Sale on the Virtual Terminal. Should be able to show itemized list and total sale in the receipt sent to customer. Currently we can only enter a total sale amount, with a "Note for item or service" in a text box.

    10 votes

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  6. I have a merchant using Clover's Web Payment option, which currently provides an optional alphanumeric text box for customers to enter information during payment. Unfortunately, the response rate is low because customers aren't required to fill it out.

    Is there a way to make this field mandatory so that customers must enter their Customer Number or Invoice Number? Additionally, are there plans to allow for more than one alphanumeric field?

    It might be helpful to create a feature on the merchant's dashboard to toggle this field as "required."

    8 votes

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    Started  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  7. A customer of mine was able to process duplicate payments for a payment link I sent them. They payment link should not allow duplicate payments or should expire once the initial payment is processed. Otherwise, two people from the same office can pay multiple times without knowing.

    8 votes

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  8. This is extremely important and functional. When creating an invoice on the dashboard it is important to be able to attach the items that are being sold to the invoice and once sold they be deducted from inventory count.

    6 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  9. Please have an itemized invoice feature available where merchants can select items from their inventory and list it out on their invoice. Currently, they need to manually type out the list of items they are selling in the Notes section.

    5 votes

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    Started  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  10. Allow for you to remove access to take payments on Virtual Terminal or separate out the invoicing section. This will make the system more PCI Compliant in relation to invoicing where you aren't enter credit card information on your keyboard.

    5 votes

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  11. For clients using TeleCheck ICA on Clover, we need to provide a decline code for failed transactions. My client McCoy's used Payeezy for TeleCheck, and they were able to see the decline codes in Payeezy. Since they converted to Clover Gateway, they can no longer view these decline codes in the Dashboard. This is a critical loss of function they really need to manage their customer service experience.

    5 votes

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  12. Please consider adding a feature that allows merchants to request “card on file” authorization directly from customers. For example:

    When we send a payment request or invoice, customers could have the option to check a box to securely save their card for future payments.

    Alternatively, add a dedicated “request card on file” link or button we can send via email/SMS, so customers can enter their card details securely without us having to collect them by phone.

    This would make it far more convenient for both merchants and customers, and streamline recurring or variable billing.

    4 votes

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  13. On the Virtual Terminal, within the Clover Dashboard, you can choose to have a carbon copy emailed to the primary "owner" email address. I think it would be useful to be able to choose an email address where carbon copy receipts are sent to. For example, a business would like the carbon copy email to Accounts Receivable. The owners of businesses don't always track every transaction!

    3 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  14. I need the business name and any notes/comments from the client added to the notification

    3 votes

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  15. Merchant is looking for the option to print a receipt when processing a payment on the Clover VT. Right now, the VT only offers the option to email the receipt or skip it altogether. Additionally, adding the ability to add other email addresses to receive a carbon copy, rather than just the owner’s email in the Clover dashboard.

    3 votes

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  16. Merchant wants to be able to select cash as a tender type on Virtual Terminal. Currently VT only allows card or check which makes sending receipts to customers impossible when they pay cash.

    3 votes

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  17. Please allow keyed refunds in the clover dashboard virtual terminal. If the original sale is not allowing a refund, then I have to get the whole card number and key in the refund, however, I can't do that in the Clover virtual terminal. In the Vterm, the options are "Take payment" "Pre-authorization" "Invoice" "Card verification" "Recurring payment." Please add "issue refund" to these options.

    3 votes

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  18. I would like to be able to accept payments from both iphone and android when using QR codes. It is very odd to have to inform the customers that if they want to use this convenient feature it is limited to only one type of smartphone. We are in a Lake Tahoe and we see a ton of tourists. Having to explain this is very redundant and sometimes very challenging when not everyone speaks English. Please update!! Thank you

    3 votes

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  19. Invoice option does not currently carry the payment note over to the customer receipt. This helps customer who have paid by invoice use the confirmation when a merchant request proof of payment for a service or reconciliation for accounts paying via Virtual Terminal Invoices. KeyBank has transit clients using Invoicing and this option has been requested for tracking payments and presentation of ticket payment when customers pay.

    2 votes

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  20. Please remove the tax line from the receipt when taxes are not enabled. It is confusing to the customer when the receipt states 'Total Taxes $0.00' I am using the virtual terminal for processing over the phone credit card payments only and I just want to process the total of the invoice which is created in a different accounting system. The total I am processing includes GST but I do not wish to enable the tax feature in Clover. This feature should work similar to the tip feature which can be removed completely from the customer's emailed receipt.

    2 votes

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