How do I see a complete order history?

kimijye — Tue, 20 Aug 2019 00:19:18 GMT

I want to see a complete history of orders including who bought which product on such and such a date.

After that, I want to know how to create a customer profile/card when I make a sale.

Re: How do I see a complete order history?

Helen — Wed, 21 Aug 2019 22:19:39 GMT

Hello@kimijye!

If you've created a customer profile or added a customer to a sale at checkout you'll be able to see that customer's purchase history from your online Square Dashboard:

Sign in to your Dashoard from a web browser > navigate to the Customers section.
Search for a customer or use the filters at the top of the screen to narrow the results > click on a customer's name.
Scroll down to the Activity section (this will appear on the right-hand side) > click Show More to see more.

Alternatively, you might find the Transactions report helpful:

From your online Square Dashboard > navigate to the Transactions section.
Edit the date range > click on an individual Transaction to see more details.
To export a detailed report to your computer click Export in the top right.

And last but not least, the steps to create a customer profile during a sale are in this Support Center article.

Let me know if you have any other questions!

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How do I see a complete order history?

Re: How do I see a complete order history?