- On a web browser, log in to your Clover account.
- On the left, select one of the following based on what you see onscreen:
- Invoices
- Sales Activity > Invoices
- You’ll see a list of invoices, starting with the most recent date.
- To view a specific invoice, locate and select the customer’s name or search for the customer using the search functionality.
- From here, you can see additional invoice details, including the customer’s information, sale details, payment status and more.
- Select View Profile to see the customer's full profile.
- Select View Transaction to see the corresponding transaction.
- Select View Payment Plan to see the payment plan details.