Is there a way that I can view what items a customer has purchased all in a list or in one place?

Is there a way that I can view a customer and see all the items that they have purchased all in one place? I know I can click on each transaction but I need in where I can possibly print it out to track their purchases. Thank you. 

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Square Champion

@Beth78 Yes, there is!  Here are the steps:

 

  1. Go to your online dashboard
  2. Transactions
  3. Pick your desired date range (red circle in first screen shot below)
  4. Where the blue circle is in the first screen shot, click on Card #.  There will be a drop down list from which you can select customer.
  5. Enter the last name or more of the customer and press enter.
  6. You’ll get a list of all transactions, like the one shown in my second screen shot below.

You can also export a couple of CSVs to mess with in a spreadsheet, if you want.

 

I hope that helps!

 

D7B8C055-516C-4C9A-8E21-EF270B536897.jpeg

 

9679F922-A042-49C4-A1AF-0591BE6E07A8.png

Chip
Piper’s Ice Cream Bar, Covington KY USA
Square Champion, Expert & Innovator
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Click here to see a list of third-party apps I use to add functionality to my Square account!
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