thread to reconcile my bank statement I need to know who I received funds from. Is there a report for that in Archived Discussions (Read Only)

Can I view customer contact info entered for a receipt?

sltherapy — Thu, 16 Aug 2018 18:57:47 GMT

Why am I unable to see email or text destination of receipt from a customer?

Re: recepits

VanKalkerFarms — Mon, 20 Mar 2017 15:38:20 GMT

That is information that is not accessible as the vendor if the customer entered it for receiving a receipt, per the Square privacy policy. You can access it if you enter it into customer directory, so add the customer info before closing the sale and you can build a database of customers. See this article for more information https://squareup.com/help/us/en/article/5532-manage-your-customer-directory-from-the-square-app

how to identify a payor

maryjane — Wed, 15 Aug 2018 16:51:49 GMT

I need help identifying the person who paid their bill on our square reader. The entry was made manually.

Re: how to identify a payor

Helen — Thu, 16 Aug 2018 19:04:38 GMT

@maryjane I merged your post here where another seller answered a similar question.

If you manually entered their credit card information the payor's name can't be read from the card to be entered to your Customer Directory. Did you enter their information to the app before entering the sale? If you did you can search for their information from the Customers tab of the Point of Sale app, or the Customers section of your online Square Dashboard.

identifying who paid me

Rich9 — Sun, 19 Aug 2018 20:41:11 GMT

This reply created from merging an existing thread: "identifying who paid me" The author has been notified via email.

I see payments on Square's site, but just numbers for the payment ID, how do I understand the name of the client who made the payment?

Re: how to identify a payor

MudPeddler — Thu, 14 Feb 2019 20:07:47 GMT

If you set square to collect payment for tickets to an event/workshop, and a client pays, I receive notification, but no way to identify who paid.

There must be some way to have Square provide an contact email or name of person purchasing.

Or a way for me to collect this information as a requirement of payment?

Re: how to identify a payor

MudPeddler — Thu, 14 Feb 2019 20:56:47 GMT

I'm puzzled why a name and contact information can be collected for an appointment, but not for a workshop/class.

Is there any way to see or get information on a customer?

Re: how to identify a payor

Helen — Sun, 17 Feb 2019 18:15:32 GMT

Hey @MudPeddler, are you using Square's Online Store to sell tickets to your events/workshops or another website provider?

to reconcile my bank statement I need to know who I received funds from. Is there a report for that

mst603 — Mon, 09 Nov 2020 13:19:20 GMT

In order to reconcile my bank statement I need to know who the customer we are receiving payment from is. Is there a report that provides that information and if not how do others reconcile their bank statements with sales.

Re: to reconcile my bank statement I need to know who I received funds from. Is there a report fo...

JustinC — Tue, 10 Nov 2020 16:55:24 GMT

Thanks for posting @mst603

Check out the best answer on this thread I merged you with.

Re: to reconcile my bank statement I need to know who I received funds from. Is there a report for

StephanieW — Mon, 08 Mar 2021 21:59:39 GMT

Hello,

I have the same question. I'm trying to reconcile with my accounting system. I'm looking for starting balance, ending balance, an itemized list of transactions and fees that were charged by Square. It looks like this thread was directed elsewhere, but I cannot see other thread. Can you please help? Thanks!

Re: to reconcile my bank statement I need to know who I received funds from. Is there a report for

ashc — Tue, 09 Mar 2021 12:19:22 GMT

Hey @mst603 and @StephanieW,

Stepping in for @JustinC here.

It looks like this thread wasn't actually moved before so I went ahead and moved it to the existing thread he mentioned above! Sorry for the trouble.

Check out the Best Answer for full details.