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1. Cardholder names included in transaction report export

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   9 comments  ·  Reporting Functions » Inventory/Orders/Customer/Sales Reporting  ·  Delete…  ·  Admin →
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   Outreach Request  ·  AdminKevin Nathan (Admin, Clover) responded

   Hello, 

   
   

   Can you please clarify which transaction report your exporting? i.e. Transactions App, Web Dashboard CSV, or something else?

   
   

   Thanks, 

   Clover Product

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   MF commented  ·  Apr 8, 2022  ·  Delete…

   Same issue. If any employee using virtual terminal or taking card over the phone on POS forgets to manually type or write customer name, I can find no way to get that information. We are a nonprofit and are legally required to acknowledge gifts for donor's tax purposes, as well as provide receipts for childcare services. If we cannot match customer names with transactions, we will be out of compliance!

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