Sending a receipt via email

[Street-Trader]

Good morning,

After taking a card payment via my Square app on my phone,  i'll email the customer their receipt and then i'll email a 2nd receipt to myself for my accounting.

As i'm typing my email address to send a 2nd receipt to my email address, my email will auto populate after the first 3 characters. I then choose the suggested email (so i don't have to type my full email address in each time). As i choose the correct suggestion, the app keeps the first three characters from my typing at the front of the correct email address, so i have to keep deleting the three characters. It's annoying and time consuming.

Help, what am i doing wrong please anyone?

[Breffni]

Hi @Street-Trader, welcome to the Seller Community 🙂 

Thanks for flagging this here, that sounds a bit glitchy. I tested it out on my app a few times and my email address never autosaved. 

Can you try deleting and reinstalling the app? I had a look and I'm not seeing anyone having a similar issue so I think deleting the app is the best first app we have. 

Let me know how it goes! 

[Street-Trader]

Thank u, i will try that now.... :0)

[Street-Trader]

Afternoon Alegra, i tried re-installing the app..... still the same result ..... tried looking at reports as Sam_400 suggested..... nice reports but they dont have the Customer names in order to identify who made the payment.

[Sam_400º]

Sounds annoying, but skipping over that why would you email yourself a copy? 

In your online dash you can see every transaction through to yearly reports (along with everything in-between) so can't figure out a reason to clutter your inbox like that? 

[Street-Trader]

Morning Sam,

I have been doing this so i have a record of all my card transactions for the month. I probably only take 6-10 transactions a month, but now you mention it, i'll look into what you say to see if it helps me. 

Ill also will reinstall app

Thank you all :0)

[Sam_400º]

Hey @Street-Trader - saw your comment below about having names to transactions. 

If you wanted to try the online/reporting route you can 'add a customer to sale' within the app and this would allow you to track who it was that made the payment and also see total spends at a glance etc. if you have repeat customers. 

I was going to do a screen shot, but taking out all the personal details makes that pretty useless 🤣

It's well worth a look at the help article here about using the customer directory (all free to use)

[k_atie]

Hey @Street-Trader, thanks for trying out Alegra's troubleshooting steps above! I'm just stepping in for her while she is out of the office. Could you try some of the following steps, please? Sounds like it could be a bug: 

• Make sure that both your mobile device and the Square Point of Sale app are up-to-date.
• Log out of the app and sign back in.
• Turn your mobile device off and then back on.
• Force quit the app on your device.
• Be sure to enable the permissions requested when you open the Square app. This access allows the Square app to communicate with your device to complete payments.
• Delete and reinstall the app. See Apple’s support site and Google’s support site for instructions on how to do so.

Deleting and reinstalling the app will not impact your Square account or completed payments because your data is stored on our servers.

However, if you’re using Cash Drawer Management, this information will not be kept if you delete and reinstall the app. I suggest that you end the current drawer then start a new one once the app has been reinstalled.

After deleting and reinstalling the app, log back into your account with your email address and password.

With regards to reporting, I would suggest following @Sam_400º's suggestion (thank you!) in using the customer directory, which will allow you to add a customer's details to each transaction. This will also be tracked on your reports. 

Let me know how you get on with the above!