Hi! For our netball club uniform shop, we accept online orders and square reader payments. When the customer orders online we receive a confirmation email with the order details and customer info etc. However,when using the POS app and square reader, we only see the transactions in our square account, and have no way of linking this with the customer. Is there a way to change this so that we receive the same info as online sales?
Hi @NUNC,
Welcome to our Community, I noticed it's your first post 👋 Thanks for writing in with this question!
You can collect customer information when going through the checkout by creating a customer profile. Learn how to in this guide.
Square Online requires this info to be entered so you can fulfil online orders e.g via postage or pick up where a name and email address are required so you can identify the order. Adding a customer via the Point of Sale allows you to enter these details manually when selling items in person, and is an optional step.
As always, feel free to stop by The Community with questions, concerns and even feature requests. We are more than happy to assist. ✨
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