thread Re: Can you add a customer's name to a transaction after the transaction is completed? in Archived Discussions (Read Only)

Can you add a customer's name to a transaction after the transaction is completed?

utv133 — Wed, 30 Mar 2022 17:06:58 GMT

So we are trying to go back and add a customer's information, after the transaction has been completed. My Husband performs the transactions in his shop then brings the paperwork home and we enter the customer's info into the system, but have not been able to attach it to the activity or transaction.

Any help would be greatly appreciated. Thanks

Adams Mechanics

Re: Can you add a customer's name to a transaction after the transaction is completed?

VanKalkerFarms — Mon, 11 Oct 2021 16:41:22 GMT

If you go to the Transactions tab of the Sales section of your Dashboard, you can see each individual transaction.

If you click on one, the receipt will appear on the right side of the screen.

At the top right corner, you'll find a button with three dots.

Clicking there will allow you to add a customer name to the receipt.

This response was edited by a moderator in October 2021 to include a screenshot and improve clarity.

Re: can you add a cutomers name to a transaction after the tranactions is completed??

Sean — Thu, 12 Jan 2017 17:41:43 GMT

@VanKalkerFarms - Thanks for the help!

@utv133 - Since this answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find this thread if they have the same question. Thanks!

Re: can you add a cutomers name to a transaction after the tranactions is completed??

Gigis — Fri, 13 Jan 2017 23:08:52 GMT

Excellent answer. I would add that this can only be done from the webpage, not from the Square Register App.

Re: can you add a cutomers name to a transaction after the tranactions is completed??

Dimplesshop — Wed, 02 Aug 2017 23:25:20 GMT

I no longer see the 3 dots as an option. Has something changed?

Please help as I am trying to do the same thing.

Re: can you add a cutomers name to a transaction after the tranactions is completed??

seantran — Thu, 03 Aug 2017 09:20:30 GMT

The 3 dots still there; however, this can only be done from the web page, not from the Square Register App.

Re: Can you add a customer's name to a transaction after the transaction is completed?

AmberMarquez — Wed, 16 Aug 2017 19:23:13 GMT

What about actually seeing the customers name in the transactions list, instead of having to click each ticket to see which client that ticket belongs to?

Attach client to completed sale?

krexwinkle — Sun, 31 May 2020 07:51:50 GMT

So I've completed a sale without using "Review and Checkout" on their appointment. Is there a way to go back and attach the client to a previous sale?

Re: Attach client to completed sale?

Kassi_ — Mon, 01 Jun 2020 19:26:58 GMT

Hey there, @krexwinkle

I moved your post to a thread with some more information on how to do that. You will have to do this on the Dashboard.

Check out the Best Answer by VanKalkerFarms

Thank you!

Re: Can you add a customer's name to a transaction after the transaction is completed?

DIY_AutoDetail — Tue, 23 Nov 2021 07:11:50 GMT

This process has worked for me in the past, but for some reason it is not working now. I am getting a "We’re sorry, but something went wrong." every time I try. Please help!

Re: Can you add a customer's name to a transaction after the transaction is completed?

Arie — Wed, 24 Nov 2021 04:30:03 GMT

Sorry to hear you're having issues with this now, @DIY_AutoDetail! Which browser are you using?