Easier access to look up transactions on the Square Terminal.

Easier access to look up transactions on the Square Terminal.

The ability to search for past customer transactions directly through the transaction log by entering the phone number, name, date, or last 4 digits of the credit card. We are unable to look up cash receipts unless the customer has an loyalty account. 

2 Replies
Square Champion

This might help make it a little easier to search for customer transactions when they have paid using cash:

Using the Transaction Log:

  • Date Range: Specify the date range during which the transaction occurred. This can narrow down the search results significantly.
  • Filters: Use filters such as payment method, employee, or location to further refine your search results.

Additionally, at least in my use-case it would be helpful to be able to search for transactions based on a specific product. For example, if I know/think I sold X product today, I can easily do a search in the transactions to see if/when/to what customer/etc.