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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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41 results found

  1. 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!

    14 votes

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    Planned  ·  1 comment  ·  Virtual Terminal  ·  Admin →
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  2. 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?

    29 votes

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    Planned  ·  3 comments  ·  Virtual Terminal  ·  Admin →
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  3. 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

    8 votes

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    Planned  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  4. We would like to include photos or documents that would be sent with an Invoice as an attachment on the email. There should be a section to upload an Attachment file from a link or to browse our computer for the wanted file(s).

    I see this done frequently with Quickbooks and other processing companies.

    2 votes

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  5. The Hosted Payment Page needs to give the merchant the ability to add one or more customizable fields for the customer to input information into. For example, we have merchants who need to collect invoice numbers to match payments to the correct sale.

    2 votes

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    Planned  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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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."

    7 votes

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    Started  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  7. Requested a preview of the customer facing invoice that is send via email before sending to the customer.

    1 vote

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  8. 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.

    1 vote

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  9. The issue I’m running into is that I’d like to send invoices to customers that clearly list the actual items purchased, rather than only showing a subtotal and tax amount.

    It's critical to improve our customer communication and record-keeping.

    Thanks again for your time and support.

    1 vote

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    Started  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  10. 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.

    2 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  11. When we are creating payment plans or recurring payments in the virtual terminal, it forces us to add the customer credit card information by phone with the customer… We should have the ability to create the payment plan, Send them the recurring invoice, and they input the card information themselves when they receive the link. And that should activate the plan once they submit that info we shouldn’t have to manually input credit card information over the phone and then send them the link. Can this be changed?

    1 vote

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  12. this is not an option in the Virtual Terminal--only on Clover Go app

    1 vote

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    Planned  ·  0 comments  ·  Virtual Terminal  ·  Admin →
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  13. 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.

    6 votes

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  14. 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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  15. Move the option to create payment links to the virtual terminal screen. It doesn't make sense to have to go through a settings menu to create a URL or QR code payment link.

    2 votes

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  16. The invoice platform should allow to delete a duplicate invoices without sending notification to the customer. Currently the only way to remove a duplicate is by cancelling the invoice and the customer receives notification.

    1 vote

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  17. I need to be able to add files/images to payment receipts. I want to be able to add a qr code to the bottom part of all my receipts, so it can prompt my customers to go to a link. The only way I can somewhat do that now is if I put a link in the notes and my customers type it out on their devices letter by letter. I need to have them be able to scan it from their mobile devices (cameras) so it can take them to a link.

    2 votes

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  18. For a client to pay using the QR code for the hosted check out, please add a account/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?

    2 votes

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  19. 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.

    9 votes

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  20. The Hosted Payment Page should allow consumers to check a box or something like that to make the payment recurring. This will be especially useful for non-profits collecting donations. Many non-profit donation services offer this and if Clover could do it I can offer it as an alternative.

    1 vote

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