Is it possible to print out all transactions for a customer for a calendar year? I can get a list of transactions but there is no way I can find to print it?
Hey!! Thanks for posting and asking. The only way to do this will be to visit Transactions on your Square Dashboard, filter for all sales within a calendar year, then filter by customer. You can search your customer's name, then export a Transaction CSV.
This will export all transactions tied to that customer for the calendar year and you can print that CSV report, or even take a screenshot of all the customer's sales in Transactions Reports if they fit on the same page.
Here is a screenshot of what your filter settings should look like:

Let me know if you have any other questions. 🙂
Thank you for your reply. What is CSV? Is there a particular program to view this type of file? Thanks again
CSV stands for Comma-Separated Value - and you don't need a special program to open it. Just click "Export" and then "Transactions CSV" to download it. 🙂
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