25 results found
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invoice
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 votesThank you for submitting your Idea to UserVoice.
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Invoice Remit Payment by cash/check/in-person card
When a merchant sends out an invoice and someone either walks in and pays by card in person or provides a check/cash, there is not a way to indicate the invoice was paid by another means. The only option in Clover is to Void the invoice, which messes up the record keeping for the business.
5 votesThank you for submitting your Idea to UserVoice.
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Carbon Copy Receipts for Virtual Terminal
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!
5 votesThank you for submitting your Idea to UserVoice.
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ability to reprint invoices
Merchants need the ability to reprint the original invoice to send to a different email. Many customers request the invoice be sent elsewhere, and its usually a few days out, and if they create a new invoice, they receive calls that they never engaged with the Merchant on the new date of the Invoice.
2 votesThank you for submitting your Idea to UserVoice.
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French translation
More option in french, a lot of plan are not available in french
2 votesThank you for submitting your Idea to UserVoice.
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Sales report should have application filter so when a report is run for multiple payment links, it can show what payment link was used for t
Currently, the only option for merchant to determine sales activity on a payment link is to go to the transactions app>filter by other payment devices>filter by payment links> and filter by payment link name, then export that sales data for each of their links. This should be an option in the reporting app as a toggle for filter so merchant has to go through less hurdles to get their sales data when using payment links. The application also does not show in the export of transactions unless filtered before hand.
2 votesThank you for submitting your Idea to UserVoice.
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Dual Pricing
on invoices, offering a price with credit card and then an ach/cash price.
2 votesThank you for submitting your Idea to UserVoice.
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Payment Notes Passing via Invoice Payments to Customer Receipts
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 votesThank you for submitting your Idea to UserVoice.
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Remove Tax Line on receipts when tax option is not enabled on Virtual Terminal payments
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 votesThank you for submitting your Idea to UserVoice.
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Custom invoice number in Invoices
There needs to be a field for Invoice # in VT Invoices that translates to Transactions tab
2 votesThank you for submitting your Idea to UserVoice.
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Allow custom Payment IDs
Many merchants generate 3rd party invoices/ROs and use Clover to process the payments. Clover needs a function to add a custom Payment ID instead of automatically generating a random Payment ID so merchants can tie their Clover payment to their invoice, and this customer Payment ID needs to show up in the Transactions tab for easy tracking.
2 votesThank you for submitting your Idea to UserVoice.
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Disable virtual terminal
Merchants would like to extend the timeout on the dashboard, but we are told it is a limitation for security on the virtual terminal. Please make it possible to disable the virtual terminal and/or extend the timeout so we do not need to constantly log back in
2 votesThank you for submitting your Idea to UserVoice.
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Notes on payment receipt that is sent to customer after a successful Invoice payment .
Please place invoice notes on the payment receipt that is sent to customer after a successful Invoice payment .
2 votesThank you for submitting your Idea to UserVoice.
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duplicate invoice
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.
2 votesThank you for submitting your Idea to UserVoice.
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Why has the email address changed on the email receipts that we get?
We used to get the email address from the customer on the email receipt that we get from you. Two months it stopped showing up there. How can we get that function turned back on?
2 votesThank you for submitting your Idea to UserVoice.
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Draft feature for Invoices
Enhancement Request: Invoice Draft Functionality
Summary:
Add the ability to save invoices as drafts.Description:
Currently, invoices must be completed in a single session. It would be beneficial to have the option to save an incomplete invoice as a draft and return to it later.Problem:
When creating invoices, there are situations where all required details (line items, customer information, pricing, or approvals) are not available at the time of creation. Without a draft option, users must either abandon the invoice or recreate it from scratch later, which is time-consuming and increases the risk of errors.Proposed Solution:
Introduce a…1 voteThank you for submitting your Idea to UserVoice.
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Request to Correct Invoice Number Display in Customer Emails
We’re asking for two updates to how Clover shows invoice information in customer "Invoice" emails.
Issue:
When we enter our own invoice number into the “Invoice Number” field in Clover, this number does not appear in the email sent to customers. Instead, the email shows Clover’s internal transaction number, which is also labeled “Invoice Number.” This creates confusion because the number in the email does not match the customer’s actual invoice.We can manually add our invoice number to the notes field, but that causes unnecessary duplicate entry.
Requested Fixes:
Rename Clover’s internal invoice number to “ID”
- This matches…1 voteThank you for submitting your Idea to UserVoice.
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Allow Canadian Customers to Choose Language(s) - French looks like Phishing email for English Customers
Please update the system to allow Canadian customers to choose the language used in their payment requests.
Many English-speaking customers in Canada do not have French language settings enabled on their computers. Because of this, French accented letters and other special characters appear as blank boxes instead of readable text. These boxes are showing up throughout the invoice requests and make the emails look unprofessional.
We’ve also received feedback that the payment request appears to be a phishing email due to these display issues.
For these reasons, it’s important to allow customers to select the language that will display correctly…1 voteThank you for submitting your Idea to UserVoice.
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Logo Printing Ability From Clover Dashboard
The option for businesses who have SOP for printing Invoices should have the ability for their business logo to show. Merchants who depend on branding for their business and to their customers use their logo for this purpose. The current option to only show when emailed or printed on a receipt are great but the option to have the logo show when printing would provide consistency across the Clover environment for merchants using their logos.
1 voteThank you for submitting your Idea to UserVoice.
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Invoice Receipt Needs Updates
I understand that there are some updates that are being started as far as itemized.. But here are some errors that are happening..
On the invoice section where you put the note... It is only a continuous line which I understand that there are some updates in the progress. Underneath the first input box needs to be add item or a plus sign next to the input sign so you can add another input box. So this could be part of the updates...
Next issue,
Whenever you put the item information in the note area for the work that you…
1 voteThank you for submitting your Idea to UserVoice.
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