thread report with customer name and how much paid in Archived Discussions (Read Only)

report with customer name and how much paid

Meetings — Fri, 13 Jan 2023 10:54:38 GMT

Need to run a report with customer name and how much they paid. They are paying via links I send them. Can't find anywhere how to... pleae help, thank you!! I get amounts but no names

Re: report with customer name and how much paid

JJ_ — Sun, 15 Jan 2023 01:01:54 GMT

Hey there @Meetings

I am investigating how to best proceed with exporting your Checkout Link Transactions with Customer Details. I will get back to you with an update soon.

Re: report with customer name and how much paid

JJ_ — Mon, 16 Jan 2023 18:23:50 GMT

I was able to confirm that if you visit your Transactions page in the Square Dashboard and Export the Report for Items Detail CSV. This exported report will contain all the transaction details you will need including the customer names.

I hope this information is helpful!