Custom Amounts and categories

[nccm]

We are just starting with Square and using Cognito Forms to take information on the web with Square payment in addition to taking information and payment at the musuem counter.   The problem that we just discovered is no information is going over to Square other then the payment when this is done through Cognito Forms on the web.   Anything coming from Cognito Forms into Square just shows as a Custom Amount.   There appears to be no way to add a category to that custom amount and thus it will be a bookeeping nightmare. 

Does anyone know if you can add a category to a processed transaction that just falls into custom amount.  Or does anyone know of a way to send over a category form something like Cognito Forms.

[Tom]

Hey @nccm, thanks for surfacing this and sorry to hear about the trouble with reporting.

I went to check on this and the information that we receive related to payment details from Cognito Forms is limited. I would suggest contacting their support team directly for more insight on managing bookkeeping: Cognito Forms Support.

Hope this helps get you in the right direction. Please let me know if you have any further questions.