How do I find out the name of a customer?

I have been charging customers' c cards on the "register" mobile app on my iphone.

Where on the web can I see who each customer was? I'm logged in but there are too many options and I can't find the list of payments, card numbers, and customers names.  All help appreciated.

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Square Champion

Hi @claudeman1.  There is a list of all transactions on your dashboard.  It can be found at Home -> Reporting -> Transactions.  Select the date(s) you want to view, and you’ll see a list of transactions.  The list shows how it was paid (cash, card, etc), items and amounts.  If you click on a transaction a detail window will pop up with other information (including the last 4 digits of cards, customer names if applicable and available.

 

If you are wanting a report of these, you can download a Transactions CSV to a spreadsheet to look at.  Just click the “Export” button at the top of the page and select “Transactions CSV.”

 

This may not give you everything you are needing or wanting, though.  You were’t really specific on what exactly you are wanting to accomplish.  If you want to provide more details, I might be able to point you to another report or two that would work better for your needs.

 

Best,

Chip A.
Square Expert & Innovator and member of the Square Champions group. (But NOT a Square employee, just a seller like you)

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