thread Re: Can you modify the categories themselves for payment methods on Square? in Archived Discussions (Read Only)

Can you modify the categories themselves for payment methods on Square?

FreshMoves — Tue, 17 Dec 2019 21:13:23 GMT

We have noticed that when pulling data from the point of sale to the transaction reports on our desktop, "cash", "credit", and "other" are three distinct categories, but we are an operation which also accepts Link and different vouchers and coupons. These all go into "other" (whether we try entering them as gift certificate, check, anything we could think of, on the desktop it is always lumped together as "other") and it is a pain to separate them all out by distinct category each week. Is there any way to change this, so new and distinct payment categories are created? Thank you!

Re: Can you modify the categories themselves for payment methods on Square?

ryanwanner — Wed, 18 Dec 2019 04:11:29 GMT

Hello @FreshMoves

This is something that's been requested many times by sellers. Hopefully the dev teams over at Square will hear our cries... 😉

Hey @Helen , @Tom , @Caty and all: any movement on this?

Re: Can you modify the categories themselves for payment methods on Square?

nika — Mon, 23 Dec 2019 20:41:48 GMT

@FreshMoves Thanks for surfacing this issue, and thank you @ryanwanner for surfacing it again, it sounds like. 😔

I just checked with one of our Product specialists on this and I can confirm that it's still on the road map. BUT- I can also confirm that it's actively being worked on, we just don't know an ETA.

Fingers crossed that we'll find out more about a timeline and we can share more information sooner rather than later!