thread Re: Printing Monthly receipts in Archived Discussions (Read Only)

Printing Monthly receipts

WildSageMFR — Wed, 05 Jan 2022 21:06:48 GMT

How do I print out a monthly or yearly receipt for a client/patient?

Re: Printing Monthly receipts

_Violet — Fri, 07 Jan 2022 21:14:19 GMT

Hi @WildSageMFR - Thanks for reaching out to us here on the Square Seller Community with your question.

If you use the Customer Directory, you will be able to see the customer's past activity/purchases but I'm not sure there's a way to export this into a report from the Dashboard.

Let me check in with the Customer Directory Support Team on this and I'll get back to you with what I find out! Thanks for your patience in the meantime 🙂

Re: Printing Monthly receipts

WildSageMFR — Sat, 08 Jan 2022 00:39:04 GMT

Thank you for checking into this. I am in health care in private practice, and I am cash pay. There are many us in the health care world need to provide our patients with monthly and yearly receipts--they summit this to their health insurance company for reimbursement and/or submit these with tax receipts. This could be a wonderful option if I could provide a receipt from square.

Re: Printing Monthly receipts

_Violet — Tue, 11 Jan 2022 17:06:39 GMT

Hi there again @WildSageMFR - Thanks for you patience while awaiting my reply.

I was able to confirm, the ability to generate monthly or yearly receipts for customers is a feature request. Although this feature isn’t currently available with Square, it’s a great idea and I can see how it would be beneficial to your business.

I’ve shared your feature request with our Product Team, as they are constantly improving our products based on feedback like this. To learn more about how feature requests work, please see this post from one of our Seller Community Moderators.

In the meantime, keep an eye out for any updates, here, in our Seller Community. We appreciate your input.