Hi. I'm very new to square. I take payments using square and a mobile phone.
I have taken a payment and cannot identify the customer. How can I do this, so that I can allocate the payment correctly in my accounting records?
I have looked on my Square Dashboard and can see the payment in transactions, I can see the receipt but still only have an amount and cannot identify a name of the purchaser
Any help would be appreciated
Hey @Fergwyn,
For privacy reasons, a seller's name is not automatically recorded when you take a card payment.
If you want to add customer details to a transaction, you're able to do this via Customer Directory features. You'll need to have already added a customer to a transaction to search by name though.
If you are in touch with a customer about a transaction, one way to identify which is theirs is via the last 4 digits of the card used - this can be found on the transaction listing either by clicking a transaction on the app or in the transactions section of your dashboard.
Thank you
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