I know now to add customer during sale, but for ones already processed I would like to go back and add names so that customer history is accurate.
Thanks!
Hi @CGESMike - Thanks for reaching out to us here on the Square Seller Community👋
I just tested this out on the app on my phone and didn't see an option to add a Customer to a past sale via the Transactions screen either. But if you visit your Square Dashboard online and go to the Transactions page, as mentioned in this thread, you'll see an option to add a Customer to the sale after you've clicked on the individual Transaction (shown below).
On the app, I did notice that you can add a Customer to the sale right after you've completed the payment. Otherwise, it looks like you'll need to do this from the Dashboard. P.S. I edited this thread to show my response as the Best Answer since this is the most up-to-date info.
I hope this information is helpful but please do let me know if you have any additional questions.
I use ECWID - when I go to the transactions tab - there is no customer, there is no option to add a customer. There's just the list of transactions - dates and totals. That is not useful. I want a simple report that for each transaction I see an ID, the date, total purchase, Square fees and an entry that shows the date the total was sent to the bank. A great bonus would be customer and item information but I'll settle for something that gives just the 4 pieces of information I really need (ID, date, total purchase, square fees).
Hi @Frustrated5!
You should be able to see what you're looking for in the Transactions section of the online Dashboard.
Once you select the transaction- it shows the order #, total, fees taken, and the date!
Yes that’s what I do also you can also click on the appointment as well and view the transaction and resend a receipt to the client as well. I like this feature that you can go back and see all your sales and how your doing for the month
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