Outstanding Appointments

[RydeTheLight]

I use Square Appointments and I have a customer who pays me sporadically throughout the month with random amounts ($500 here, $60 there, etc). As I charge the appointments I use a Google Sheet to track which ones are paid and their total outstanding balance. Is there a way to get this information from Square reports or somewhere else? FYI I no longer send her invoices since they are not automated yet.

[JJ_]

Hello there @RydeTheLight 

The best way to get Transaction details will be by exporting your Transactions report.  You can select the date range and then select Export from the upper right.

I hope this information is helpful!

[RydeTheLight]

Sadly this was a bit too much and more difficult than my current system. I was hoping for a much simpler method.