Can I edit customer information after a transaction has been processed?

thebrainlair — Sun, 02 Feb 2020 02:17:18 GMT

The title of this thread has been edited from the original: Wrong Customer Added to Sale and sent the receipt

I added the wrong customer to a sale and that customer got the receipt for the transaction. How can I fix that without refunding and re-ringing the sale. I know I can send the receipt to the correct customer but I want to make sure I am keeping track of the sales they made.

Re: Wrong Customer Added to Sale and sent the receipt

Valentina — Sun, 02 Feb 2020 02:16:27 GMT

No worries - you should be able to correct the customer info attached to a transaction, @thebrainlair!

All you need to do is head over to the Transactions page of your Square Dashboard. From here, locate the transaction in question and select it. A sidebar menu will pop out from the right-hand side when you do so. In the top right-hand corner of this sidebar menu, you'll see a few options:

You'll want to click on the three dots here, and select Edit Customer - from here, you can remove the customer and/or edit the information on this screen. This should help - please let us know if it doesn't!

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Can I edit customer information after a transaction has been processed?

Re: Wrong Customer Added to Sale and sent the receipt