thread Re: Charged customer on dashboard, but doesn’t show under customer account in Archived Discussions (Read Only)

Charged customer on dashboard, but doesn’t show under customer account

KKL1 — Thu, 23 Feb 2023 04:17:53 GMT

Hi, I charged a customer on their account via square dashboard, but when I looked under their account on the square app the charge is not there.. the charge is on under the transaction key, but I need to move it to the customers acct. how can. I do this?

Re: Charged customer on dashboard, but doesn’t show under customer account

alexandriak — Sat, 25 Feb 2023 01:09:05 GMT

Go to your dashboard and pull up the transactions. Click on the transaction, and at the top you should see send receipt. Click on the three dots next to that and you'll see a few options, one of which will be add customer.

Re: Charged customer on dashboard, but doesn’t show under customer account

KKL1 — Sat, 25 Feb 2023 02:49:53 GMT

thank you very much for the directions, but I struggled finding “transaction”. bc I thought it would be on the drop down (up) menu that has the bold quick access links, not on the first page with the lighter writing that didn’t look like they were links.

Just a suggestion, maybe adding a little more description like,

Sign into dashboard, scroll down and click on “transactions”, then scroll down and click on the date and the amount of the transaction, then at the top you will see “send Receipt” click on the three dots to the right and click on “add Customer”.

thanks again!

Re: Charged customer on dashboard, but doesn’t show under customer account

KKL1 — Mon, 27 Feb 2023 00:39:06 GMT

So now I have one that I’m trying to add the transaction to the customer. I go to transactions click on the amount and click the three dots, it says “edit customer”, I click on that and the Customer comes up.
but when I go to the customer (like under regular square the transaction isn’t there!?!?
so:
Under transaction page it had date and amount - open that and the details of the transaction comes up but no name- I click the three dots and there’s only edit customer - (there’s no add customer). I click on edit and the customer comes up.

I don’t understand what’s different about this transaction except I didn’t charge the amount, I had a $even number to refund AFTER I took that days payment out- so basically they got a refund but a lower priced one bc I took the payment out of the original amount. All the numbers are right - on the transaction page but I don’t have the name until I click “edit customer”. Again, but it’s not on customers page under the regular square page.

I hope that’s understandability.
hope to hear back from you soon.

Re: Charged customer on dashboard, but doesn’t show under customer account

alexandriak — Mon, 27 Feb 2023 20:57:01 GMT

I'm not quite following you I'm sorry.

When you say you didn't charge the amount does this mean you didn't complete the transaction?