Square Champion

10 "Basic" Gaps Square Needs to Close: A Community Discussion

Hi everyone,

I’ve been quite vocal in this community lately—perhaps a tad too much at times! But my passion comes from a place of genuine investment. I’ve always viewed Square not just as another credit card processor, but as a tech-forward leader. That’s why it’s so "perplexing" when we encounter roadblocks on features that have been standard in retail for decades.


I truly appreciate the Square Champions and the moderators who keep this ship sailing. I’ve tagged a few moderators in the past, and I want to apologize if that came across as rude or as if I was pointing fingers at individuals to 'fix' things. My intent was simply to bring visibility to these critical issues, hoping that a tag might help these concerns reach the right eyes and get the momentum they deserve

However, as business owners, our time should be spent growing our brands, not engineering workarounds in the forums.

In the spirit of constructive growth, I’ve compiled 10 "Basic" gaps that feel less like "innovative feature requests" and more like essential tools for a modern business:

  • Staff Attribution: Mistakes happen. Not being able to edit the staff member assigned to a completed transaction results in hours of manual commission math. It’s a 101-level retail need.

  • Discount Logic: We have the ability to create discounts, yet applying and tracking them effectively remains surprisingly restrictive.

  • Appointment Source Tracking: In 2026, we shouldn’t need to build our own booking platforms just to see if a Google ad converted. A 10-year-old feature request shouldn't still be in a "black hole."

  • Custom Tender Types: Whether it’s Groupon or a local voucher, we need to name our payment types. Without this, reconciliation is a daily nightmare.

  • Tip-Only Transactions: For voucher-based services, customers still want to tip. We shouldn't be barred from processing a gratuity just because the "sale" happened elsewhere.

  • Manual Tip Adjustments: We know our teams best. We need the autonomy to split tips manually rather than being locked into a "one-size-fits-all" algorithm.

  • Post-Transaction Automation: We have pre-appointment messages; why not post-appointment? Sending a "Thank You" or a review link shouldn't require an expensive third-party subscription.

  • Multi-Guest Bookings: People get their nails done in pairs. Forcing separate bookings for a "+1" is a major friction point for the customer and the seller.

  • Professional Reporting: Square’s reports are functional, but they lack polish. No direct "Email as PDF" option and a lack of branding makes them look unprofessional when presenting to stakeholders.

  • Attribution Accuracy: Currently, one purchase can be attributed to multiple campaigns, leading to overstated data. We need transaction-level detail to spend our marketing dollars wisely.

I’ve spoken with sales reps and support, and while I respect the "product cycle," the lack of transparency makes it feel like these ideas go into a void. I truly believe Square has the potential to be the best in the world, but that requires listening to the people in the trenches.

To my fellow sellers: Which of these is your biggest bottleneck? Or am I missing something even more "basic" that has been on your wish-list for years?

Looking forward to hearing your thoughts.

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Square Champion

Great list @mitin!

 

I especially agree with: 

  • Tip-Only Transactions 

    • Multi-Guest Bookings

We have a $0.01 service on our website called "Additional Tip" so that clients can add tip after the fact. Yes, they get charges an additional cent, but for them it is worth it because they valued the service. This can definitely be improved. 

 

I would like to add: 

Better Square Appointments Reports

 

With 10 service providers, it takes us a lot of time to calculate their payout. It often requires us to go transaction by transaction just to make sure every client paid and how much they tipped. Most square reports are based on when the transaction was paid, not when the transaction was rendered. Using those reports may lead to issues for us as a client may make reading for the future, and then cancel after we have calculated the service providers payout. 

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I have a few. I run a brick and mortar retail store. 

- Store credit. Being able to issue AND TRACK store credit flexibly is important. Be it for trade ins or certain types of refunds. I know many types of stores that take trade ins (fish stores, bookstores, and games stores for example). 

Database style item editing: I should be able to edit my item library like a table/database. The item creation workflow is very slow if you have many items or frequently get new ones. 

It's fine if these features need to be on one of the paid tiers. But that fact that they don't exist at all boggles the mind. 

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A way to refund an item on a cash transaction when the customer does not have a receipt.  With 200 to 1000 transactions per day.   It is not reasonable to find the original transaction.  So most often we find a cash sale and just do the refund amount against it.  It would be nice to have a way to do a return/refund without it being against a specific sale.

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Square Champion

The two that really stand out for me are Custom Tender Types & Discount Logic. Just looking for a way to run a report on discounts. When, who, type, amount etc. Am I missing something? This would be helpful.

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Square Champion

@perkits  

I completely agree, particularly regarding the discount functionality. It presents a significant operational disconnect to allow the creation of discounts in the portal without providing the corresponding functionality to redeem or track them via the POS. In my experience with various point-of-sale systems, this is the only platform where I have encountered such a gap.

I sincerely hope the product team reviews these real-world challenges to improve the seller experience. Similarly, the logic behind restricting the Custom Tender option remains unclear.

I operate primarily on the Square Appointments side of the platform. While I cannot speak for the other verticals, I feel that the Appointments product is currently lagging significantly behind in terms of essential features.

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Square Champion

On the Custom Tender, we giveaway gift cards for promo's from time to time. Our workaround is "More > Other Payment Types" and then type in Gift Card Promo. This works but doesn't show up in reports that way.

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