POS Settlement

[02808]

We are doing outside sales for a company. How do we show our credit card sales on the square in our store register?

[VanKalkerFarms]

not sure exactly what you mean but you can see reports in the Square POS app that show your daily Credit and cash sales.

click the hamburger menu then click reports.

or you can view it from the online dashboard.  https://squareup.com/dashboard/sales/reports/sales-summary

[rzohary]

I am not able to see the sale transactions. Is this a permission setting?

[rzohary]

yes, I am not able to see our daily credit sales

[JJ_]

These reports should be located on the Square Point of Sale application under More > Reports > Sales and in your Square Dashboard under Reports > Sales Summary. 

 I hope this information is helpful @rzohary!

[rzohary]

I am still showing no transactions 

[sayra]

Hey @rzohary, 

We will be sending you a private message with more details related to your account. In the meantime, please make sure your bank account is linked to your Square account. See below how you can link your Bank Account.  

Link your bank account from the Square App:

1. Open the menu, and tap Settings > Account > Bank Account > Add Bank Account.
2. Enter the requested bank account information. You can find this information listed at the bottom of your checks, or you can contact your bank to confirm this information.
3. Click Continue.

If this does not work, please contact us directly to assist you further. 

Have a good day! 

[rzohary]

Hi Sayra,

I need to pull the sales summary report to reconcile with the bank.

 I get a message no transactions. My boss gave me full access. Please advise what I need to do.

Thanks, Raquel

[sayra]

Hey @rzohary, 

I will send you a private message via our Seller Community platform to gather some personal information so we can take a closer look into this for you. 

Thanks.