Trouble Viewing Transactions Tab and Payment Link Orders

[dorien]

My use of Square is quite limited; I just take small payments from my friends for football games.
After the game, I need to check who's paid. Payment is by payment link or card tap on my iPhone.
I'm encountering two problems:

• transaction history on the website. Various posts on this forum refer to the "Transactions tab".  I don't have a transactions tab. I have a reports tab, which offers lots of reports of excessive sophistication. I have found the address https://app.squareup.com/dashboard/sales/transactions on this form, and saved it as a bookmark, which works - but this seems a clunky way to access it.  Where is the transactions tab?
• I can see transactions on the iPhone app, but I have to click on each one to see the payee, which is also clunky. Or, I can look under "orders" in the "notifications" section of the app, which shows me who's paid at a glance - BUT several of the payments don't appear on the "orders" list.

tldr: where is the transactions tab on the website? why do some payment link payments not show on the orders list?

[JTPets · Accepted solution]

On the homepage of your square dashboard: https://app.squareup.com/dashboard/

There should be an edit button next to the navigation bar at the top under the Hamburger navigation there you can add transactions to your quick access if its not there

[dorien]

Thank you - exactly what I needed! Great to be able to edit that list down to the two options that I use.

[Laurie_]

Hi @dorien, it's always great to see new faces in the Square Community!

Big thanks to @JTPets for sharing the screenshot — that’s really helpful! @dorien, following the above steps should resolve your quick access issue.

I also saw you mentioned not being able to view Payment Links in your Orders tab. Just to clarify, are you generating these Payment Links during checkout on your Square Point of Sale app?

Here’s the workflow: select items > click Review Sale > tap Charge > choose Send Payment Link.

If that's the case, the Payment Links will show up in your Orders/Transaction page once the customer completes the payment. At the moment, we don't have a way to track unpaid Payment Links created through the app checkout. For more robust tracking, I’d recommend using invoicing instead. That way, you’ll be able to see any unpaid payments. To learn more about Square Invoices, head to this page here. 

Should anything else come up, don't hesitate to reach back out to us!

[dorien]

Hi Laurie... my process for Payment Links is:

• within "Edit Item" in the app, go to the bottom, turn on "Create Payment Link for Item"
• copy the Payment Link and post it in the WhatsApp chat that we use to set up games
• watch the money roll in.

So afaik everyone is using the same payment link in the the same way. But when I look in the app under "Notifications.. Account... New orders" roughly three quarters of the payments appear.  I can't spot what's different about those that don't. I'll post here if I ever work it out!