I am not a non-profit. I own a family child care business, and need year end summaries for parents who need totals of how much they paid in tuition fees for their children. I don't see a way to create a simple report based on customers, at least the active ones, and a summary of how much they paid.
The past few years that I've been using Square, I've had to go to my "Customer Directory", change the "All Customers" to "Regulars". Then I select individual parents, and scroll down to the side-window that pops up to the "Activity" field (I can't use the "Total Spent" summary Square provides, because some parents have been with us for over 3 years) and sort through the years of payments and fish out the payments they made last year, add them up and make my own report in some other application like Word. It doesn't look professional, and it doesn't consistantly show that Square Logo on the report that parents have trusted for years to make payments through for their childcare services.
Yes, a parent could get this information themselves, but when they present us with a W-10 (Dependant Care Provider's Identification and Certification) and their child care expenditures for tax purposes, WE are required by law to provide this information or face a $50 fine.
The Square commercial of a child care provider/teacher swiping a parents card, indicated to me that this platform was not just for restaurant, retail, industry, but also for service providers, like child care providers. I will copy this post and send it to Square for a response on what we can do about this major accounting issue for Square business customers, like myself.
