thread Re: POS Settlement in Archived Discussions (Read Only)

POS Settlement

02808 — Wed, 12 Sep 2018 19:43:46 GMT

We are doing outside sales for a company. How do we show our credit card sales on the square in our store register?

Re: POS Settlement

VanKalkerFarms — Thu, 13 Sep 2018 00:16:32 GMT

not sure exactly what you mean but you can see reports in the Square POS app that show your daily Credit and cash sales.

click the hamburger menu then click reports.

or you can view it from the online dashboard. https://squareup.com/dashboard/sales/reports/sales-summary

Re: POS Settlement

rzohary — Tue, 15 Mar 2022 15:34:55 GMT

I am not able to see the sale transactions. Is this a permission setting?

Re: POS Settlement

rzohary — Tue, 15 Mar 2022 16:08:51 GMT

yes, I am not able to see our daily credit sales

Re: POS Settlement

JJ_ — Thu, 17 Mar 2022 15:21:48 GMT

These reports should be located on the Square Point of Sale application under More > Reports > Sales and in your Square Dashboard under Reports > Sales Summary.

I hope this information is helpful @rzohary!

Re: POS Settlement

rzohary — Thu, 17 Mar 2022 17:58:14 GMT

I am still showing no transactions

Re: POS Settlement

sayra — Thu, 17 Mar 2022 22:46:05 GMT

Hey @rzohary,

We will be sending you a private message with more details related to your account. In the meantime, please make sure your bank account is linked to your Square account. See below how you can link your Bank Account.

Link your bank account from the Square App:

Open the menu, and tap Settings > Account > Bank Account > Add Bank Account.
Enter the requested bank account information. You can find this information listed at the bottom of your checks, or you can contact your bank to confirm this information.
Click Continue.

If this does not work, please contact us directly to assist you further.

Have a good day!

Re: POS Settlement

rzohary — Mon, 21 Mar 2022 21:43:55 GMT

Hi Sayra,

I need to pull the sales summary report to reconcile with the bank.

I get a message no transactions. My boss gave me full access. Please advise what I need to do.

Thanks, Raquel

Re: POS Settlement

sayra — Tue, 22 Mar 2022 17:29:47 GMT

Hey @rzohary,

I will send you a private message via our Seller Community platform to gather some personal information so we can take a closer look into this for you.

Thanks.