Customer Name on sales reports?

KofC717 — Wed, 20 Nov 2024 23:19:15 GMT

We are collecting membership dues via a Square site. I can see the transaction on the dashboard, but I need to also see the associated customer name in order to give credit for renewing dues. Any ideas how or where to access this information?

Re: Customer Name on sales reports?

Candlestore — Thu, 21 Nov 2024 16:34:39 GMT

@KofC717 ;

You can not see the Customer name on any of the Reports I looked at or even Create a Custom Report with Customer Name. You can download your Transactions csv files and I know some have Customers Name filled in when its available.

There are 3 Transactions CSV's, :

The top 2 are more detailed than the summary, and are the ones I use the most.

To get these :

After choosing the Export button you also need to choose the CSV file from the 1st image Items, Transactions, or Summary. You can then repeat for the others and then view them with a Spreedsheet like Google Sheets, Numbers or Excel. For the Transactions CSV Custome Name is in column AJ of my Transactions Csv file.

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Customer Name on sales reports?

Re: Customer Name on sales reports?