Add notes to transactions

Add notes to transactions

This has been on request for at least 5 years. How hard can it be to enable a single field to be editable. We understand the need to keep financial information locked, but so much happens after a sale that needs to be noted that the inability to say what a custom amount was for is a major flaw in this system. 

 

What's the delay? 

4 Replies
Alumni
Status changed to: Open

Hi @PastryPants, welcome to the Square Community and thank you for posting! I could see how transaction notes would come in handy. I passed off this request to our Product team and will come back here to give any updates as they become available. In the meantime, your idea is open for others to like and comment. Thanks!

️ Kristen
Square Community Manager
Product Engagement
Square Champion

You can already add notes to custom amounts, you have been able to do that for quite some time. Simply press on the custom amount in the review screen and it will allow you to add a note.

I do this when I am selling one off items in my shop. I have been able to do this on Square for a very long time.

Here it is on the Retail App on my iPhone, I don't have my iPad nearby. It is the same exact way on the regular app. On the iPad, you would click on the item in the "cart", and below you would see a toggle that lets you add a note.

You can add notes to any item in your transaction, even ones in your library.

IMG_6064.PNGIMG_6065.PNG

Orlando Perrone
Owner
Perrone Technologies: The Computer Shop
www.perronetech.net
Alumni
 
️ Kristen
Square Community Manager
Product Engagement
Alumni
Status changed to: Open
 
️ Kristen
Square Community Manager
Product Engagement