Clover Estimates & Invoicing now available on the Clover Web Portal

(line items and attachments supported)



Clover Estimates include


    • Estimate Date
    • Expiration Date
    • Payment Due Date
    • Status - Pending, Accept, Decline, Cancel
    • Customer Info - phone, email
    • Line Items selected from items list
    • Line Item Discounts
    • Order Discounts, Taxes, Service Charges
    • Notes
    • Attachments - up to three - Menus, Floral, Rentals, etc


(pre-named invoice templates not supported at this time)



Estimates can be emailed or SMS.  Once opened, they can accept or decline.




Estimate and Invoice dashboards are available.  Client acceptance status shows.



Accepted estimates can be converted to invoices with one click