thread Re: Adding customers name to email receipt in Archived Discussions (Read Only)

Adding customers name to email receipt

APHealth — Mon, 24 Apr 2017 01:20:54 GMT

I have a healthcare business and need my customers receipts to have their name on them. For my customers to submit receipts to their health insurance companies their name must be on the receipt how can I add this?

Customer name in the receipt

ConairIT — Wed, 19 Apr 2017 19:24:06 GMT

One of the requirements we have is to print the Customer name in the receipt. Because of the type of our business we need to display the name for security purposes. I was not able to find a way to customize the receipt to do the same.

Could you please let me know if this is possible or not.

Re: Adding customers name to email receipt

Ron — Thu, 24 Aug 2017 18:26:27 GMT

@APHealth Hedre is some information on receipts and invoices. I hope this helps.

https://squareup.com/help/us/en/article/5424-customize-receipts-and-invoices

Re: Adding customers name to email receipt

APHealth — Mon, 24 Apr 2017 14:17:50 GMT

I have already customized my receipt to include my logo, address etc. but I can not find an option to have the customers name on the recipt.

Re: Adding customers name to email receipt

Tom — Tue, 11 Dec 2018 19:14:36 GMT

Thanks for reaching out, @APHealth. At this time, we do not automatically include the customer's name on receipts though I can see how this would be helpful for your practice.

While I don't have a workaround available for this request right now, I will be sharing your post with our Receipts team. We're constantly working to improve our services based on seller feedback. Please don't hesitate to let us know if anything else comes up!

Re: Customer name in the receipt

Kpay — Fri, 26 May 2017 17:55:21 GMT

Hi @ConairIT, thanks for the post. Adding customer names to receipts is not something we currently offer. Depending on you business, one thing you might want to consider is using Invoices - you can read more about that in our support center: Send Invoices Online with Square

Re: Customer name in the receipt

ConairIT — Fri, 26 May 2017 13:41:01 GMT

Thank for the response. The invoices functionality seems interesting and we will explore this.

But this might not be applicable for all of our cusotmers. Moreover our requirement is pretty simple.

We will have a customer to be part of every sale (Customer Directory) and we would need to have his/her name printed on the recepit. Uisng the invoices functionality seems ot be an overkill ( also expensive) for this.

Re: Customer name in the receipt

Kpay — Fri, 26 May 2017 17:59:01 GMT

@ConairIT, thanks for following up and totally get it if invoices doesn't seem like a good fit. What type of business do you have? It'll be helpful for me to more fully understand so that I can relay your use case to the team internally here at Square. Thanks!

Re: Customer name in the receipt

ConairIT — Thu, 24 Aug 2017 18:27:25 GMT

We are a CPG company and we are planning to use Square Retail App for our Corporate Employee stores (Multiple locations)

Our employees are our Customers and will always be in the system. We need the employee name to be printed on the receipt for certain security reasons as some of the store locations are also warehouses.

Re: Customer name in the receipt

Kpay — Fri, 26 May 2017 18:54:36 GMT

Ah, gotcha @ConairIT. Thanks for the details - I'll pass this along to our team and we'll update you here if anything changes.

Re: Customer name in the receipt

acugrace — Tue, 22 Aug 2017 17:47:46 GMT

I also need to have the ability to email receipts to my customers with their name on listed on the receipt. Has this issue been resolved?

Thanks.

Re: Customer name in the receipt

Helen — Thu, 24 Aug 2017 18:29:05 GMT

I don't have an update on this at this time @acugrace but I'll share your interested with the Product team! If this feature becomes available we'll update this thread. Thanks for posting!

Adding customers name to email receipt?

MMG — Sat, 23 Sep 2017 18:53:45 GMT

How do I add business customers information to invoice and receipt?

Re: Adding customers name to email receipt?

Helen — Sat, 23 Sep 2017 18:55:48 GMT

If you send your customer an invoice though their name will be visible on the invoice.

However, at this time we don't automatically include your customer's name on receipts @MMG. I'll share your interest in this feature with the Product Team.

Re: Adding customers name to email receipt

MMG — Sat, 23 Sep 2017 19:07:43 GMT

That's odd my customer's name is on mine, I just can't get the company name or address on the invoice or reciept.

Re: Adding customers name to email receipt?

MMG — Sat, 23 Sep 2017 21:05:53 GMT

That's odd my customer's name is on mine, I just can't get the company name or address on the invoice or reciept.

Re: Adding customers name to email receipt

ics — Thu, 12 Oct 2017 03:46:59 GMT

When I am in my account on the computer, I go to Sales, then Transactions. I then see a list of the transactions for that week, month, whatnot. If I click on the individual transaction a window pops open that displays the transaction info with the payors first name and last inital. I assume their name appears because its the name on the credit card they used. When I do this same thing on my iphone app, I get less information and I do not get to see their name.

For transactions where I processed it as a check or cash, there is no name associated with the transaction. But for me, that is more rare, most are credit card payments.

For the transactions that do have a name already is there a way to view that information more easily? Like instead of clicking on each transaction for the window to appear, could there possibly be the option to view the name in the list of transactions? Even that would be helpful.

I do custom amonts for each sale. I was even thinking about adding their name in the point of sale "note" section; while accepting payments on my iphone. Maybe that would be the work around to visually see "their name" as the "item." Just not sure if that would cause other issues. Hmm.. Thoughts?

Re: Adding customers name to email receipt

Tom — Fri, 13 Oct 2017 00:35:07 GMT

Thanks for bringing this up, @ics. I would suggest adding your customer to the payment at the time of the sale. For step-by-steps on how to do this, have a look at our Support Center: Add Customers and Payments to Your Directory from the Square App.

This will allow you to view which payments are associated with your customer from both your Transactions and Directory tabs regardless of payment type.

Hope this helps get you where you need to be — let us know if anything else comes up! 🙂

can customers add theri name to their order

deninechang — Wed, 23 May 2018 17:22:40 GMT

Looks like this has been an issue for several users of Square since early 2017, have you reseolved this issue yet? I want the customer to be able to place their own name on the order.

Re: can customers add theri name to their order

Chad — Wed, 23 May 2018 22:31:45 GMT

Hello @deninechang, we're still tracking this feature request! Currently we're still in the process of collecting feedback and we do not have a time line on when this feature might be implemented.

If you have any other questions please let me know!