thread Re: How can I add a note to an existing transaction in my history? in Archived Discussions (Read Only)

How can I add a note to an existing transaction in my history?

risedesigns — Fri, 21 Jul 2017 20:24:14 GMT

Lets say, I just swiped a card and I forgot to add a note to the sale while doing so. I then go back to my history and see the transaction, but I'm not sure how I can add a note to the sale.

Please help

Re: How can I add a note to an existing transaction in my history?

EJ_ — Wed, 15 Jun 2016 19:30:04 GMT

Hi there! Descriptions and Notes cannot be added to a payment once it's been processed unfortunately. While not ideal, if you absolutely need the note the work-around would be to refund the first payment and then charge your customer again with the note included the second time around.

Re: How can I add a note to an existing transaction in my history?

Chaos_Emporium — Mon, 22 May 2017 18:37:17 GMT

I also have come across this problem. I know the question is old, but I thought I would add my solution for those that are looking. Rather then refund and run the transaction again, I make a $0,01 sale with the note added and referencing the earlier purchase then give the $0.01 sale a 100% discount and complete the transaction. This is not a perfect answer, as it will throw off your data because the number of transactions is now off, but it works.

I would really like a way of adding notes after the fact!

Re: How can I add a note to an existing transaction in my history?

EJ_ — Thu, 25 May 2017 16:05:05 GMT

@Chaos_Emporium That's an excellent suggestion and one that I haven't heard used before, so thank you so much for sharing!

Seller advocacy is a big factor in our Product Updates, so the more interest that this garners the more likely our Product Team will put it on the road map, or at least look into an alternative solution.

Re: How can I add a note to an existing transaction in my history?

Insomnia — Wed, 30 Aug 2017 04:55:25 GMT

I really do not understand why we cannot add notes to past transactions. It doens't affect on the financials if done right. I totally understad that you said we can't alter the recipt (or the original notes), but adding a post note field should be easy.

I've often forgotten to add a note originally, add an explaination (of the charges), or I want to simply add more info because that's teh way I am. 😄

Why can't there be a simple new field for "Additional Notes After the Transaction" so I can add whatever info I need. That info might just be for me, additional business notes, or somethijng I'd like to share if it came up later.

However, having all that info in one place is paramount.

I appreciate your time but I'd super appreciate it if you can help with this. This is my number 2 complaint with Square (but most "needed" to be fixed)

Re: How can I add a note to an existing transaction in my history?

LGcanada — Sat, 11 Nov 2017 00:48:55 GMT

I really need this as well, especially needed when I make a custom sell using the ipad, i.e the item is not in inventory (missed or new just arrived, placed on flow and customer wants it) or i'm giving a different/custom price, so I enter the $ amount on the sell, I need to add notes ID'ing the product/vendor, I'm able to do this during the purchase on the phone however, can't do with Ipad, or later on in the transaction on PC, meaning when tabulating everything at the end of the month, I have to manually enter that information (I usually have a note book to write the custom orders).

If we could be able make notes on customer purchases on the Ipad as we do on the phone would be supremely helpful. Is there a reason this has not been allowed yet?

Re: How can I add a note to an existing transaction in my history?

Skirch — Sun, 12 Nov 2017 19:34:49 GMT

I also need to be able to add notes to a transaction, after it is processed. would really help when I am in a hurry and cant spend the time typing it all in.

Re: How can I add a note to an existing transaction in my history?

Insomnia — Sun, 12 Nov 2017 19:42:12 GMT

I just want to say again, nobody is asking to be able to change a transaction. We just need a simple feature to add notes (and it can be clearly highlighted as a note added afterwards) to a transaction for booking keeping purposes.

Other than a not yet, I don’t see why Square wouldn’t want to implement this feature.

Re: How can I add a note to an existing transaction in my history?

Chad — Mon, 13 Nov 2017 02:05:26 GMT

Hello @Insomnia, @Skrich, and @LGcanada!

I just wanted to thank all of you for sharing your takes on this feature request. I've made sure to flag each individual comment so our Point of Sale Team!

Right now I don't have a timeline I can share or a status of this feature, but if anything change a member of the Community Team will update this thread.

Re: How can I add a note to an existing transaction in my history?

Insomnia — Mon, 13 Nov 2017 18:08:06 GMT

I for one really appreciate that there is at least some kind of official response @Chad and I hope that some kind a feature like this could be added. While there is a long list of wants, this feature I would say is “needed”.

Re: How can I add a note to an existing transaction in my history?

HikariChiro — Thu, 07 Dec 2017 20:24:07 GMT

+1 for adding notes post transaction! And +1 gratitude to @Chad for tracking this thread and flagging for the POS Dev team 🙂

Re: How can I add a note to an existing transaction in my history?

kyamanishi — Tue, 01 May 2018 23:32:06 GMT

Chiming in here too--as this is very old and we still don't have this feature. Not a way to change the initial transaction, but only a way to post an attached note is really a painful thing to be missing. If we neglect, in a rush, to get the invoice number on the transaction, our bookkeeper has a much harder job getting things sorted. Just the ability to post a brief "note" attached to an unchanged transaction would make life so much easier!

Re: How can I add a note to an existing transaction in my history?

Tom — Fri, 04 May 2018 00:45:01 GMT

Hey, @kyamanishi, thanks for checking in. I went to look for an update on this request but there still isn't a timeline that I can access or share out. I will be surfacing your post with our Invoices Team and point out that being able to add a note is vital for communicating with your bookkeeper.

In the meantime, you might be interested in one of our invoicing partners who may offer additional solutions. For more information, head over to the App Marketplace > Invoicing & Services.

Hope this helps for now—thanks for your patience.

Re: How can I add a note to an existing transaction in my history?

Aelie — Tue, 19 Jun 2018 10:00:53 GMT

I would love to be able to add a note post sale. I sell a lot of custom jewelry, and it isn't worth the time at checkout to swipe through a loooooooong list of individual listings. The stuff in lines, sure...lampwork necklaces are all one price. But custom items.....nope. So now I have to keep a list and match it to sales ftwr each show, it would be great to be able to add a description field.

Re: How can I add a note to an existing transaction in my history?

timcorbo — Sat, 01 Sep 2018 22:05:30 GMT

I have the same issue, in a hurry I don't have time to add a note, since I give a writtem receipt also, I would love to be able to add a note in Square later on the transaction when things were less hectic.

Re: How can I add a note to an existing transaction in my history?

ashkank — Sat, 15 Sep 2018 17:24:04 GMT

I would also love to be able to add a note post sale.

Re: How can I add a note to an existing transaction in my history?

Dhfscotland — Thu, 06 Dec 2018 21:55:33 GMT

Any update on this feature? It’s a nightmare trying to track my accounts when people forget to put the detail in at time of sale. Having notes after the transaction is processed would be so handy

Re: How can I add a note to an existing transaction in my history?

Tom — Sat, 08 Dec 2018 02:05:53 GMT

Appreciate you sharing your experience here, @Dhfscotland. Really sorry for the frustration—we don't have any in-app developments that would remedy adding a note to a processed transaction right now. Depending on your business needs, you might consider adding a note to your customer's profile in the Directory tab. For example, you could add a note saying something like: "Purchase on [DATE] for [AMOUNT] is related to [PRODUCT/SERVICE]."

Learn more here: Notes and Reminders. I realize this isn't exactly what you're looking for, but it will help keep all of the information within your Square account. Hope this helps.

Re: How can I add a note to an existing transaction in my history?

moderntalisman — Sun, 09 Dec 2018 19:11:28 GMT

I too would like to be able to add a note post transaction. I need to be able to make notes about items sold on consignment, so I can remember to pay the consignor.

Re: How can I add a note to an existing transaction in my history?

jthorvaldson — Wed, 26 Dec 2018 19:33:51 GMT

I'm going to chime in as well. It would be great to be able to add a note to a past order! Such as my current situation of wanting to put a note on a past order for an NSF check payment that the customer has failed to take care of with us. I definitely do not want an associate doing any refunds on this order!