x

Transferred Amount vs Collected Amount

Hello, does anyone know if there is a way to edit the amounts shown when looking at your dashboard or your invoices page? I want to see the total amount transferred to my bank instead of the total amount collect. At one point this was the default amount shown, but not anymore. As a result I have to click on each transaction and add up the amount if I wish to know this data. 


Any insight would be greatly appreciated.

620 Views
Message 1 of 3
Report
2 REPLIES 2
Square Champion

@itr_hockey It is pretty easy to get this info from the online dashboard.  If you want to know from the point of sale, take the fees from the credit card + cashapp and that should give you your total.

 

The best report is the payment method report and you can click the little plus sign on the top right and you can get the net sales option too.

Donnie
Multi-Unit Manager
Order Up Cafe/Tombras Cafe/Riverview Cafe/City County Cafe
Roddy Vending Company, Inc.
www.OrderUpCafe.com

Using Square since July, 2017
Square Champion
Breaker of Things

"Good judgment comes from experience, and experience comes from bad judgment."

"You can have everything in life you want, if you will just help other people get what they want." Z.Z.
Do you want to have great restaurant menus that are easy to edit and don't cost a fortune? I use MustHaveMenus and you can too!
MustHaveMenus
571 Views
Message 2 of 3
Report
Square Community Moderator

Hi @itr_hockey - I see this is your first post in the Seller Community so I'd like to officially welcome you! 🎉👏

 

I suggest looking over your Transfer Reports for this information from your Square Dashboard. In this report, you can view which payments were included in a transfer and the total funds transferred to your deposit method, as well as the amount transferred per transaction. You can read into more detail about the types of reports on your Square Dashboard here.

I hope this information is helpful but please do let me know if you have any additional questions.

Violet
Community Moderator, Square
Sign in and click Mark as Best Answer if my reply answers your question.



568 Views
Message 3 of 3
Report