thread Re: How do you customize the checkout form? in Archived Discussions (Read Only)

How do I add a note to a transaction at time of sale

HOR2930 — Thu, 11 Aug 2016 17:45:16 GMT

How do I add a note to the transaction before it is completed?

Re: How do I add a note to a transaction at time of sale

Tom — Sun, 14 Aug 2016 01:33:41 GMT

Hi @HOR2930, I got you! 👋🏻

The process for adding a note to a payment at the time of the sale is slightly different depending on the device you're using. Have a look at this article which has step-by-step instructions for adding a note using a smartphone versus a tablet.

Hope this helps clear things up! Please let us know if you have any further questions. 😀

How do you customize the checkout form?

hannahrue22 — Wed, 05 Feb 2020 20:03:07 GMT

How do you change the information collected at checkout? We work primarily with schools and the customer's name does not always match the contact for the school. Is there a way to add a form question where they can put their school name when checking out?

Re: How do you customize the checkout form?

JustinC — Thu, 06 Feb 2020 21:01:14 GMT

Hey @hannahrue22 -

Are you referring to the Checkout Screen on your POS device? If so, you can add note to the sale and include the school name.

Check out @Tom's post above !!

Re: How do you customize the checkout form?

hannahrue22 — Tue, 11 Feb 2020 21:00:20 GMT

Hi @JustinC,

Is there a way for the buyer to add a note? The problem I am having is that we do not know which school the payee is with.

Re: How do you customize the checkout form?

JustinC — Wed, 12 Feb 2020 15:11:32 GMT

Hey @hannahrue22 - Thanks for the post.

May I ask where your customer would be adding the note themselves - through Square's Online Store, in the POS app, on a invoice?

Note on checkout

Kim64 — Thu, 21 Jan 2021 19:17:21 GMT

In the previous version I was Voe to add a note when using the keypad. This I where I put the clients name so I can easily scan in the transactions tab. I really want this option. Sometimes I am reviewing transactions to see if a client purchased a pkg of sessions or a single session. Please add this back in

Kim

Re: Note on checkout

JustinC — Fri, 22 Jan 2021 17:13:08 GMT

Found the thread you're looking for. I moved your post to it. @Kim64

Re: How do I add a note to a transaction at time of sale

KbENTERPRISES — Thu, 29 Sep 2022 11:09:37 GMT

How can you access notes in reports or transactions

Re: How do I add a note to a transaction at time of sale

JJ_ — Sat, 01 Oct 2022 00:04:26 GMT

Hello, @KbENTERPRISES, and welcome to the Seller Community 👋

To search for Notes you will have to visit your Transactions Page in the Square Dashboard and modify the last filter to Note and input your query.

Here is how that looks:

I hope this information is helpful!