thread Re: How do I find a Note that has been entered during a transaction at a later date? in Archived Discussions (Read Only)

How do I view the information entered in the Notes field?

NK2235 — Wed, 01 May 2019 23:34:32 GMT

We enter an invoice number in 'notes' on our tablet before completing sale. Where in our Square Dashboard, or in which Sales Report can we find the notes?

Re: The "Notes" field

Tom — Fri, 01 Jul 2016 18:30:51 GMT

Hey @NK2235, thanks for reaching out. You can view the notes you've added to a sale from your Transactions tab. Click on the payment, and you'll see the note display in the payment details.

Find more information on reporting in our Support Center. Hope this helps. 🙂

Re: The "Notes" field

donramonjr — Thu, 20 Jul 2017 20:40:37 GMT

We use the note field for our company item number. This field used to show up in the Detail CSV when we searched for item sales. This field is coming up blank on all sales reports. Yesterday you guys told me you were going to fix this. Do you know how much longer it will take to fix?

Re: The "Notes" field

Chad — Sun, 23 Jul 2017 19:47:28 GMT

Hey @donramonjr! Welcome to the Seller Community. 😀

I know our Engineering Team is working on a fix for this, I recommend following up with Team Member assigned to your case. They will be your point of contact for relaying information on the fix.

I need to access notes from transactions how do I do it

BAL — Sat, 27 Jan 2018 17:41:34 GMT

Im wondering how I can access the notes written on my transactions

Re: I need to access notes from transactions how do I do it

Helen — Tue, 30 Jan 2018 18:07:56 GMT

@BAL I merged your post into this thread, check out the steps to view your notes above!

Re: The "Notes" field

Jeffgop — Thu, 08 Mar 2018 01:19:17 GMT

I do not see any way to view the notes field as described in your "solved" answer. It is not on the transaction, it is not on the csv file, it is not on the emailed receipt. it does not show up anywhere. Please advise.

Re: I need to access notes from transactions how do I do it

Jeffgop — Thu, 08 Mar 2018 01:21:23 GMT

Your steps do not provide the solution. I still cannot see the notes field anywhere. Thanks for your attention to this. Also, please get it added to the .csv download file. Thanks.

Re: I need to access notes from transactions how do I do it

ACES_PTG — Sun, 20 May 2018 20:45:28 GMT

Square REALLY needs to find a way to show the Notes as a column in the "Export Item Details" report or one of the other reports. It's ridiculous that it's a scavenger hunt to try to find this info. This is the only field available to have people specify customization of their item (for example, what name they want put on the item) and I can't find what my customer has communicated to me in a easy way. I have to search through each item one by one. There MUST be a way for you to fix this!

Re: I need to access notes from transactions how do I do it

Helen — Tue, 22 May 2018 23:36:28 GMT

Hello @ACES_PTG You should be able to see your notes in the Item Detail CSV report. To download this report:

Sign in to your online Square Dashboard.
Click Transactions > click Export > select Item Details CSV.
A CSV will download to your computer. You can open it with software like Excel and sort the report by the Notes column so you don't have to search.

If the information you're looking for isn't in that report let me know, I'm happy to help!

Re: I need to access notes from transactions how do I do it

MAProctor — Wed, 08 Aug 2018 02:47:47 GMT

When I export the item details, the notes field contains my item description, not the note that is entered by the buyer at checkout. How do I get this field included in an export?

Re: I need to access notes from transactions how do I do it

Helen — Thu, 09 Aug 2018 23:01:23 GMT

That's strange @MAProctor, if you add a note to an item that has a description you should only see the note in the Detail CSV. It sounds like you might be looking at the Summary CSV file. To view a note added a checkout in a report: navigate to the Sales section of your online Square Dashboard > click Item Sales > Export > Detail CSV.

Re: I need to access notes from transactions how do I do it

MAProctor — Thu, 09 Aug 2018 23:24:13 GMT

I tried it again, following exactly what you said, and got exactly the same thing. I know there is a Buyer Note on one of the purchases, because I did it myself. (So, I can show you the receipt.) I was testing this site out before it went live.

In the CSV file, I get all these columns:

Date

Time

Time Zone

Re: I need to access notes from transactions how do I do it

Helen — Mon, 15 Apr 2019 00:17:52 GMT

@MAProctor You mention your site will be going live soon, are you using Square's Online Store? Notes added to an Online Store order are visible from a different report!

To view these notes:

Sign in to your online Square Dashboard and go to Online Store section.
From Orders > check the date range, and then under Export Order Details click Download CSV
When you download that CSV file, the Notes column is the last one on the right.

Sorry for the confusion!

Re: I need to access notes from transactions how do I do it

MAProctor — Fri, 10 Aug 2018 18:14:57 GMT

Excellent! But, now I don't see the Price Point or the Modifiers, which I'm using for Size and Color. I can combine the two spreadsheets, but can I get it all in one?

Thank you!

Re: I need to access notes from transactions how do I do it

MAProctor — Fri, 10 Aug 2018 18:41:37 GMT

Never mind! It's all there! It's in multiple lines in the Order Description column. I can work with that.

A future request: It would be nice if the modifiers and price point were in separate columns.

Thank you so much for your time!

Re: I need to access notes from transactions how do I do it

Helen — Fri, 10 Aug 2018 20:33:58 GMT

You're welcome and thanks for your patience with this @MAProctor! I'll certainly share that request with our Reporting teams. Thanks for flagging this!

Re: I need to access notes from transactions how do I do it

influencers1 — Wed, 17 Oct 2018 22:44:23 GMT

I looked in the CSV file and every entry under the Notes column was blank even though we entered info into each transaction.

Re: I need to access notes from transactions how do I do it

dgraves — Thu, 18 Oct 2018 19:38:51 GMT

I am trying to access the customer notes as well. the only notes I see is what the descripton of what the item is. I need to know what the customer put in the customer notes on check out.

Re: I need to access notes from transactions how do I do it

Tom — Sat, 20 Oct 2018 18:31:04 GMT

Hey @influencers1 and @dgraves,

Thanks for flagging this and sorry to hear about the trouble. Are you still encountering this issue? If so, please get in touch with our Customer Success Team and provide an example of a payment where the notes are not showing up—with that, we'll be able to take a look behind the scenes and escalate further if needed.

Please let us know if we can help with anything else!

Date	Item	Qty	Price Point Name	Modifiers Applied	Notes	Event Type
8/7/2018	A. Short Sleeve T-Shirt	1	L	Black, Yes	"WESTVIEW 2019" on front "SENIOR" on back (if chosen) Put student name and ID in the memo section directly above the green "Place Order" button.	Payment