thread Re: Customer identity of swipes in Archived Discussions (Read Only)

How can I see the name of customers whose card I swiped?

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

How can I determine the identity of my customers who swiped their card on my register?

Name on Credit Card not captured for all transactions

smsAF — Wed, 03 Aug 2016 18:48:31 GMT

We processed about 65 transactions the other day. On most of the transactions the individual's name is presented in parentheses next to the card type and last 4 digits. However, some transactions do not have this information and present "Unknown"

Why is this information not available on all credit card transactions?

Re: Customer identity of swipes

Sean — Wed, 28 Sep 2016 19:38:56 GMT

@ScottGraham - In most cases, Square is able to capture a customer's name from swiped transactions (but not always). To see these details, you'd need to navigate to the individual sale from the Transactions tab of the Square Dashboard. Once you select a transaction, you can click the blue link in the bottom left of the receipt preview. This will open a full copy of the receipt. If these details were captured, you'll see them below the card type and last four digits in the bottom left corner.

Having said that, I would actually recommend using the Square Directory feature to link customers to sales by creating a profile for them. It is a sure way to associate a customer with each sale.

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: Customer identity of swipes

ScottGraham — Thu, 29 Sep 2016 11:52:14 GMT

Thanks Sean. Good answer. Ironically, of the 4 transactions on our device that were swiped none of them has any customer identity information. Most of our money was brought in via our Online Store which collects a lot of customer identification, so we were able to piece together the missing info. But, thank you for the useful information.

Re: Customer identity of swipes

Sean — Thu, 29 Sep 2016 17:52:59 GMT

@ScottGraham - Glad to hear you were able to get things sorted out! 🙂

Re: Customer identity of swipes

breaker — Mon, 03 Oct 2016 01:16:14 GMT

Thanks for the info on the Receipt Number linking to a Customer's name. I didn't know about that or had forgotten it. We have occassions when we would like that info available quickly on the transaction banner. It makes little sense to hide it.

Yes - your suggestion about creating a customer does insure their name is on the invoice. However, I never push that with a customer. Few of my customers agree to an email receipt (we do furnish a paper one), I think out of fear that I will be just one more source of junk email. They become especially suspecious when I ask for a phone or address or other data fields. Gathering this info also takes time... time I don't have and time the customer doesn't want to spend on that.

Re: Customer identity of swipes

PSSJIm — Thu, 17 Nov 2016 15:20:49 GMT

I used to see customer's first and last name. But as of a month ago, I only see the cutsomr first name and the initial for their last name. Do I need to pay for this feature?

Re: Customer identity of swipes

Tom — Sat, 19 Nov 2016 20:50:20 GMT

Hey @PSSJIm, welcome to the seller community and thanks for bringing this up!

I'm going to run your post by our Directory Team for a closer look, and I'll be back as soon as I have an update. Thanks for your patience in the meantime.

Re: Customer identity of swipes

PSSJIm — Mon, 21 Nov 2016 17:48:57 GMT

Thanks. I'll look forwrad to hearing back from you.

Re: Customer identity of swipes

Sean — Mon, 21 Nov 2016 19:40:39 GMT

@PSSJIm - Happy to follow up on Tom's behalf. After syncing with one of our engineers, it looks like while first and last names appear on receipts - this data doesn't sync over to Instant Profiles. However, if you manually create a customer profile, you can include the full last name as well. Hope this helps!

Re: Customer identity of swipes

PSSJIm — Fri, 01 Jun 2018 22:37:37 GMT

This answer doesn't address my question. Remember that for our first 8 months of using the Square product, we were receiving the first AND last name in the transactions tab. But two months ago, we just started seeing first name and last initial only. This happens on 100% of our transactions. How can I get this information again? Is it an additional option that I am unaware of?

Re: Customer identity of swipes

Sean — Wed, 30 Nov 2016 22:47:52 GMT

@PSSJIm - Awe! I think I know what you mean now. To fix this, we'll need to fix the customer's profile. To get going, click on the individual transaction from the Transaction tab of the Square Dashboard, click the name of the customer (it follows "Paid for by"), Click the "Edit" button then "Edit Customer" on their customer profile, add their last name, and then save. This will update all transactions that contain their name. Hope this helps!

Re: FYI - Square Register is now ✨ Square Point of Sale ✨

innersurf — Wed, 01 Feb 2017 16:15:43 GMT

Did you update the reports - we could never determine what credit card/sale went to which person. This is an issue because we sell items at a show - so could have 100 items at $197 - and no way to trace which charge goes to what person. Need name card# amount

I hope this is in here now because my partner wanted to leave but I love your simplicity.

Re: FYI - Square Register is now ✨ Square Point of Sale ✨

Sean — Wed, 01 Feb 2017 16:36:19 GMT

Hi @innersurf— It looks like another seller had the same question, and received an answer. Check out the "Best Answer" on page one of this thread.

Re: FYI - Square Register is now ✨ Square Point of Sale ✨

innersurf — Wed, 01 Feb 2017 16:49:57 GMT

I did a search on best answer and couldn't find an answer to my question. Can you provide a direct link to it like you did with my thread?

Re: FYI - Square Register is now ✨ Square Point of Sale ✨

Sean — Wed, 01 Feb 2017 17:19:05 GMT

@innersurf - Here is the direct link. It covers the process of how to save a customer to a transaction for future reference.

Re: Name on Credit Card not captured for all transactions

Clay — Sat, 04 Feb 2017 16:24:51 GMT

The same thing happens to me. Is this certain types of credit cards? Is there a way to know which ones will not be captured so that I can do it manually?

Re: Name on Credit Card not captured for all transactions

Chad — Mon, 06 Feb 2017 22:57:42 GMT

@smsAF and @Clay, I recomend taking a look at Sean's answer on the first page of this thread. This will provide some clarity regarding customer names not always appearing.

Why doesn't the name on the credit card appear on the transaction?

Suzamac — Sat, 24 Jun 2017 16:53:33 GMT

Every credit card processor I have used shows the name on the credit card on the receipt. Square does not unless I've done something wrong. We are a non-profit and have hundreds of donors. We need their name so that we can match it up with their donor data so we can thank them. Signatures are often unreadable.

Re: Name on Credit Card not captured for all transactions

PSSJIm — Fri, 14 Jul 2017 12:51:36 GMT

This problem continues to plague our business. When I click on an individual transaction, the sale details open up and the customer's first name and last name initial is displayed. When I click on the blue receipt number at the bottom of the the page, the actual receipt opens up. Months ago, we'd see the full name of the customer appear on the receipt. But now we NEVER see any customer name appear on the receipt. What happened?