thread Re: How can I identify the customer when they pay on an invoice? in Archived Discussions (Read Only)

How can I identify the customer when they pay on an invoice?

oliverkarate — Sat, 13 Aug 2016 14:26:54 GMT

I sent multiple invoices out for the same dollar amount. As the payments come in I can't tell which ones were paid. Is this a mobile app issue?

Re: How can I identify the customer when they pay on an invoice?

EJ_ — Tue, 16 Aug 2016 14:08:15 GMT

Hi there!

With each invoice you send, you're required to enter a customer name and email address.

You can view the invoices that have been paid in your Square Dashboard, which will also reflect the name of the customer that paid that specific invoice.

The app is more for sending invoices, while the Square Dashboard is the primary tool for reporting and analytics.

Re: How can I identify the customer when they pay on an invoice?

tfnw — Wed, 21 Sep 2016 02:22:50 GMT

I have the same problem: invoice payment on dashboard says "unknown name" when the invoice sent on the email has the right customer name. For some reason the name is lost in the process after the payment. How do we fix this?

Re: How can I identify the customer when they pay on an invoice?

EJ_ — Wed, 21 Sep 2016 16:28:47 GMT

@tfnw That definitely should not be the case. All of the information you enter into your invoice should still be present in your Square Dashboard Invoice Tab

Have you checked there?