thread Re: Is there a way to record cash transaction? in Archived Discussions (Read Only)

Is there a way to record cash transaction?

mpayton777 — Wed, 15 Mar 2017 15:54:42 GMT

Can a record a cash transaction and then generate a receipt for a customer?

Re: Is there a way to record cash transaction?

Sean — Wed, 15 Mar 2017 15:54:15 GMT

Hi @mpayton777 and welcome to the Seller Community! 👋 We're happy to have you. As for your question, you most definitely can. As opposed to swiping a credit card, you just press "Charge," and then select "Cash." Here's a screenshot:

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!

Re: Is there a way to record cash transaction?

mtibbits — Wed, 29 Mar 2017 21:56:45 GMT

Can you only do cash transactions on your phone app?

Re: Is there a way to record cash transaction?

Sean — Fri, 31 Mar 2017 19:16:43 GMT

Hi @mtibbits. You can chose from any of the payment types when checking people out using our app. It doesn't matter if you're using a smartphone or tablet. 🙂

If a customer pays cash how do I track it using square?

aldersonlacy — Mon, 03 Apr 2017 17:09:52 GMT

If a customer pays cash how do I track it using square? Please Help.

Re: If a customer pays cash how do I track it using square?

Sean — Mon, 03 Apr 2017 17:11:08 GMT

Hi @aldersonlacy — I helped another seller with this very question! I moved your comment over to that thread. Please read through for more details. If you have any follow up questions, feel free to reply to this thread.

Re: If a customer pays cash how do I track it using square?

dia1089 — Sat, 06 May 2017 23:46:33 GMT

I don't see where we are able to track cash transactions. If they received an emailed receipt, is there a way to have a record of their email address?

Re: If a customer pays cash how do I track it using square?

EJ_ — Tue, 09 May 2017 20:35:46 GMT

@dia1089 Hi there,

Check out the best answer in this thread for steps on recording a cash payment.

All of your recorded transactions, cash payments included, can be viewed in your Transactions Tab of your Square Dashboard.

In regards to recording your customers email address, you can add customers to your directory.

You can also manage your directory from the Square app, which allows for you to record the email address and contact information of a customer at the time of a sale.

Re: If a customer pays cash how do I track it using square?

REAI — Tue, 30 May 2017 16:58:48 GMT

If you didn't think to record the contact information, can you retrieve the email address the receipt was sent to from a history or communications log? Or is it lost for good?

Re: If a customer pays cash how do I track it using square?

Chad — Tue, 30 May 2017 20:42:41 GMT

Hello @REAI!

Great question, I can shed some light on the answer. If a customer has entered their email address for a receipt you will not have access to it. If you actually read the agreement at the bottom of the receipts page it states that, "by providing your contact information, you agree businesses you frequent may send you digital receipts, marketing and messages via Square, See your digital receipt for privacy policy and preferences."

So you will have to record it the next time the customer comes in.

Re: If a customer pays cash how do I track it using square?

Sdowdy — Tue, 06 Jun 2017 15:42:39 GMT

What if you sent the customer a receipt by text, does Square keep up with their phone number?

Re: If a customer pays cash how do I track it using square?

Chad — Thu, 08 Jun 2017 19:45:55 GMT

@Sdowdy the same goes for phone numbers and text receipts.

Re: Is there a way to record cash transaction?

Kwithnel — Sun, 15 Sep 2019 01:28:47 GMT

I would like to know if square is charging their fee when we record cash amounts.

Re: Is there a way to record cash transaction?

Helen — Sat, 13 Jan 2018 19:57:54 GMT

Hello @Kwithnel! You won't don't pay any fees when you record a cash payment. The same is true if you use Square Point of Sale to record a check or other tender payment.

Square is a card processor, so if a debit or credit card isn't used in the transaction you don't pay any fees!

I can't find my Cash Transactions

PerfectPear — Tue, 29 Jan 2019 14:21:24 GMT

I recently did two cash transactions using my Square app on the iPad (exactly the same as usual) that do not appear in my Transactions. When I did the transaction, a receipt was generated and the cash drawer opened, but I can't find a record of the transactions. Any ideas?

Re: I can't find my Cash Transactions

Tom — Wed, 30 Jan 2019 23:46:06 GMT

Hey @PerfectPear, thanks for checking in here and sorry to hear about the trouble with reconciling these cash transactions.

That does sound a bit strange—are these payments still not appearing in your records?🤔 If not, I would suggest getting in touch with our Customer Success Team. If you can provide a time range when the payments processed, they'll be able to take a deeper dive into specifics.

Hope this helps get you in the right direction. Please don't hesitate to let us know if any questions remain.

Re: I can't find my Cash Transactions

PerfectPear — Thu, 31 Jan 2019 13:16:27 GMT

Thanks. I will get in contact with Square support directly, as the transactions are still not showing up.

Is there a way to record cash transaction?

Gayla — Mon, 18 Feb 2019 19:07:13 GMT

This reply was created from merging an existing thread

How do I log in a cash deposit

Re: How do I log in a cash deposit

VanKalkerFarms — Mon, 18 Feb 2019 17:51:13 GMT

https://squareup.com/help/us/en/article/5177-accept-cash-checks-and-other-tender

How do I record cash sales on my terminal along with the credit/debit sales?

ch11 — Tue, 25 Feb 2020 01:00:09 GMT

Hi!

I have been using the terminal to sell Shopping/gift cards as a fundraiser. I have the cards itemized to keep track of the number of cards I have for selling. When using debit/credit as payment it does record the transaction but I would like to record the cash transactions as well. Is there a way that I can keep track of all transactions on one report? Please send me instructions on how to go about doing this, greatly appreciated.

Regards;

Roger