View invoices for recurring payments customers

All customer invoices live in Invoices, but you can also access them through Recurring Payments. You can get an overview of Invoices at any time.

View invoices through Invoices

1.  On a web browser, log in to your Clover account.
2. At the left, do one of the following based on what you see onscreen:
   • Select Invoices
   • Select Sales Activity > Invoices
3. You’ll see a list of invoices, starting with the most recent date. Locate and select the customer’s name or search for the customer using the search functionality.
4. From here, you can see the invoice details, including the customer’s information, invoice amount, frequency, payment plan and more.

View invoices through Recurring Payments

1. On a web browser, log in to your Clover account.
2. At the left, do one of the following based on what you see onscreen:
   • Select Recurring Payments
   • Select Sales Activity > Recurring Payments
3. Locate and select the plan for that customer.
4. You’ll see a list of customers that are part of that plan. Locate the customer’s name or search for the customer using the search functionality.
5. Select More on the right side of the row.
6. Select View invoices. This takes you to Invoices, with the selected customer’s invoices displayed in chronological order. From here, you can select an invoice to see details.