I am looking for a report that will show all sales for a day. I would like the report to show the following information:
Sales Date
Customer Name
Amount
I will use this information to apply payments to the invoices in our accounting system. At the moment, I cannot find any detailed sales report that shows the customers name. What am I missing?
Thanks in advance for your assistance.
https://squareup.com/dashboard/sales/reports/sales-summary
on that page click export ---> Summary CSV
that will download a file that Excel or numbers can open.
The second to last column will have the customer name*
*It will only contain the custome name if you added the info at checkout, see this link for info
https://squareup.com/help/us/en/article/5532-manage-your-customer-directory-from-the-square-app
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