Virtual Terminal manual car payment with reference?

[jdennis]

We will be using manual payments online via the Virtual Terminal for two distinct types of transactions - sales (mail order) and mailed in subscription payments. The treasurer likes to know which bucket these transactions should go into. Our previous card payment system allowed us to enter a free text reference, such as "renew" or "sales order" making it possible for him to differentiate. 

It seems there is no way to enter a reference with manual card payments. Is this the case, or am I missing something?

John

[Laurie_]

Hi, @jdennis, thanks for reaching out with your question, and welcome to the Seller Community!

You can add a note to any Virtual Terminal transaction to help track individual sales, however, notes won't appear in your reporting. This can be a helpful tool when viewing individual payments from your Transactions page. However, if you are wanting to track your sales as above, the best long-term solution would be to itemise your Virtual Terminal payments (e.g create a Renew item and a Sales Order item). 

There is an option to create a variably priced item in Square which allows you to enter an amount during a sale.

To create a variably priced item, follow the same steps to create an item but leave the amount field blank. The amount you enter will be applied to the current transaction and will not save to the item in your library; each sale amount for the item will remain unique.

You will then have the option to generate itemised sale reports and view which transactions are associated with renewals versus sale orders.

Let me know if this is heading in the right direction for what you're looking for.

[jdennis]

Many thanks. In the absence of a transaction reference this certainly sounds like the best solution.