Adding customers name to email receipt

[APHealth]

I have a healthcare business and need my customers receipts to have their name on them.  For my customers to submit receipts to their health insurance companies their name must be on the receipt how can I add this? 

[ThrivingTherapy]

I am wondering if a fix has been created for adding customer name and date of birth to receipts?

[Mystique]

Hello, as a Spa we need customers name on receipt as well for reimbursement.  When will this be available?

[tmackerman]

Did anyone ever follow up with this request from 2017? I am in the same boat as OP...

[JJ_]

Hello, @tmackerman 

At this time, Customer names are printable on receipts. However, digital receipts do not include the Customer's name. My advice here would be to use Square Invoices for your business as it will show both your business information and the Customer's information.  Square Invoices can also be settled on Point of Sale which would help you with collecting sales and providing your customers with the information they would need.

I hope this information is helpful! 

[ThrivingTherapy]

Why can names, and date of birth, not be added to the digital receipt? So many of us would benefit and it doesn't seem that complicated.

[bewellwichita]

You say in this post that "Customer names are printable on receipts." I would like to know how that works as in another post in this thread it says that is not possible.  Also, I have not found anywhere in the dashboard that can be used to enable printing of a customer's name on a receipt!  The ONLY time a customer's name prints on a receipt is occasionally, depending on the credit card used.  This is so confusing for us!

[_Violet]

Hi @bewellwichita - Thanks for following up on this thread. I see this is your first post in the Seller Community so I'd like to officially welcome you! 🎉👏

 You can review what you're able to customize on your Square Receipts here. I'm not 100% sure what will allow the customer's name to be displayed on the receipt. I'm thinking it may be possible if you add the customer to the sale via the Customer Directory or Square Loyalty but I'll have to check in with some of our internal teams to get the best answer on this for you.

I'll follow up with you here once I have an answer!

[bewellwichita]

@VioletThank you so much!  I am looking forward to your reply!

[_Violet]

Hey there again, @bewellwichita 👋 Thank you for waiting patiently for my response. I was able to find another option that may be what you're looking for here.

You can edit your Order Ticket settings to prompt you to enter the customer's name so it will be displayed when printed. From your Point of Sale, tap Settings > Checkout > Order tickets. Then, choose Auto-assign ticket numbers or Enter custom number or name.

I hope this information is helpful but please do let me know if you have any additional questions 🙂

[sayra]

@ThrivingTherapy - We appreciate your feedback. At this time, this is a feature request that is not available. Feel free to post your use case in our Ideate board here where it has greater visibility to our product teams and other Square sellers alike.

Thank you. 

[ConairIT]

One of the requirements we have is to print the Customer name in the receipt. Because of the type of our business we need to display the name for security purposes. I was not able to find a way to customize the receipt to do the same.

Could you please let me know if this is possible or not.

[Kpay]

Hi @ConairIT, thanks for the post. Adding customer names to receipts is not something we currently offer. Depending on you business, one thing you might want to consider is using Invoices - you can read more about that in our support center: Send Invoices Online with Square

[ConairIT]

Thank for the response. The invoices functionality seems interesting and we will explore this.

But this might not be applicable for all of our cusotmers. Moreover our requirement is pretty simple.

We will have a customer to be part of every sale (Customer Directory) and we would need to have his/her name printed on the recepit. Uisng the invoices functionality seems ot be an overkill ( also expensive) for this.

[Kpay]

@ConairIT, thanks for following up and totally get it if invoices doesn't seem like a good fit. What type of business do you have? It'll be helpful for me to more fully understand so that I can relay your use case to the team internally here at Square.  Thanks! 

[ConairIT]

We are a CPG company and we are planning to use Square Retail App for our Corporate Employee stores (Multiple locations) 

Our employees are our Customers and will always be in the system. We need the employee name to be printed on the receipt for certain security reasons as some of the store locations are also warehouses. 

[Kpay]

Ah, gotcha @ConairIT. Thanks for the details - I'll pass this along to our team and we'll update you here if anything changes. 

[acugrace]

I also need to have the ability to email receipts to my customers with their name on listed on the receipt. Has this issue been resolved?

Thanks.

[Helen]

I don't have an update on this at this time @acugrace but I'll share your interested with the Product team! If this feature becomes available we'll update this thread. Thanks for posting! 

[MMG]

How do I add business customers information to invoice and receipt?

[Helen]

If you send your customer an invoice though their name will be visible on the invoice.

However, at this time we don't automatically include your customer's name on receipts @MMG. I'll share your interest in this feature with the Product Team.

[MMG]

That's odd my customer's name is on mine, I just can't get the company name or address on the invoice or reciept.