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Is it possible to print out all transactions for a customer for a calendar year?
Is it possible to print out all transactions for a customer for a calendar year? I can get a list of transactions but there is no way I can find to print it?
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Hey!! Thanks for posting and asking. The only way to do this will be to visit Transactions on your Square Dashboard, filter for all sales within a calendar year, then filter by customer. You can search your customer's name, then export a Transaction CSV.
This will export all transactions tied to that customer for the calendar year and you can print that CSV report, or even take a screenshot of all the customer's sales in Transactions Reports if they fit on the same page.
Here is a screenshot of what your filter settings should look like:
Let me know if you have any other questions. 🙂
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Thank you for your reply. What is CSV? Is there a particular program to view this type of file? Thanks again
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CSV stands for Comma-Separated Value - and you don't need a special program to open it. Just click "Export" and then "Transactions CSV" to download it. 🙂
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