Adding customers name to email receipt

[APHealth]

I have a healthcare business and need my customers receipts to have their name on them.  For my customers to submit receipts to their health insurance companies their name must be on the receipt how can I add this? 

[JustinC]

Thanks for providing those details.

Super strange and the first I've heard of an issue like this. Notes shouldn't phantomly disappear when the transaction details are opened. This sounds like an issue our Engineers will need to take a look at. Give CS a call so they can file a ticket. Don't forget to provide the info above to the CS advocate so Engineering has concrete examples. 

Keep us updated on the fix to help other Sellers who run into the same issue. 

[GregWellnessCen]

I have the same problem.  It has been 2 years since this thread was started so I am wondering when this option will be included.

[cmtctr]

This add customer to a transaction doesn't appear to be a new feature. I have always used the 'add customer' before a transaction as described in the link but never seen the actual customer name in the receipt. I sent a receipt for a check on 11/23/19 and it did not have the customer name. However, a credit card transaction does have the name as part of the credit card section at the bottom - but this was always the case.

[GregWellnessCen]

Hi ashc

We use the customer directory and add the customer to the purchase. The customer name shows up if you use an invoice however it does not show on a direct sale.  The name on the credit card will be displayed but if they pay by another method or if they use someone else's credit card (ie. the parent pays the child's counselling) then the client's name is not on the receipt.

This is very frustrating as I have been using Square for receipts for about a month now and didn't realize I we were sending receipts without the client's name on them.  Now they are asking me for replacement receipts that I have to create from another system.

Please let me know if there is a method to include the "Customer's name" stored in the customer directory to the receipt.

Thanks for your quick response.

Greg

[nika]

Hey @cmtctr and @GregWellnessCen. Jumping in for @ashc today!

Hopefully I can clear up some confusion. The "add customer" feature has been around for some time. It's meant to make it easier when you look back at your transactions/directory from your online Dashboard and reference certain payments.

When you add a customer to a sale, though, the name will NOT appear at the bottom of a receipt from sales done through the POS. Sorry for the opposing info relayed.

Also- thanks for sharing why this feature is important for you, @GregWellnessCen. We'll make sure to post updates if we hear of any when it comes to this specific feature request!

[GregWellnessCen]

@nika  thanks for clarifying the issue.

I look forward to a solution.

All the best.

[PHInstitute]

Hi, 

Can you provide us with a confirmation of whether or not we can ever expect to see this implemented? If it's not, I'd like to know. It's not so much of a "feature request", just more of basic functionality. 

Thanks,
Meg

[Joe]

Hi there, @PHInstitute - I can step in here. While this issue is on the list for future development for our engineers and product teams, we don't have a solidified timeline or ETA to provide at this moment. If you'd like more insight on how Feature Requests are acted on, you can take a look at this helpful post. 

Let me know if you have any further questions! 

[deputyjoel]

I don't understand what the hold up is. All of our payments are taken automatically online when a customer checks out, on the same screen where the customer enters their credit card information why not just add a field for name and email address, and attach that data to the receipt and record. So when someone calls in, and they are asking for a refund, we can find their transaction to issue a refund. This is basic services that square should be providing. This payment solution is useless without us being able to know who's payments are who. It's an accounting nightmare. Add the dang name and email fields to the checkout form, PLEASE!

[rjsmeyer]

I'm just getting oriented to Square to consider a change, and this issue would have been the one to make up my mind.  But in my random exploring, I found something that I thought was kind of interesting.

I have a USB Star receipt printer connected to the Square Stand, and in the printer settings, there are option for printing Receipts, Tickets, and Ticket Stubs.

I've gotten the following results (I've been testing only cash sales right now), and they've been replicable:

1. if I have only Receipts active, I get no customer name on the receipt

2. if I have Receipts and Tickets active, I get a receipt that has, from top to bottom, my business name and address, "Purchase", "Ticket: Joe Smith" (my customer), Receipt #, Item Descriptions and Prices, Total, and Amount and Type of Payment tendered.  Also I get what I guess is a "ticket" printed that has the customer name and items, but no prices.

3. If I have Receipts and Tickets and Ticket Stub active, I get the same as #2, but with the stub added.

I'm not using Invoices, just a regular Sale.  I'm not requesting a "ticket" at time of sale - I don't even know how I'd do it or what it's for.  But it adding that option DOES get the customer name - but no other customer info - on there. 

As far as my decision about changing over, though, it seems that over 3 years of a known, critical (to anyone other than coffee shops) issue that's still not addressed is not a good sign.

[secretgardener]

Thank you for the suggestion of turning on the tickets function.  This has solved the problem for my needs! 

[Shirley4]

I see in other conversation that this is not possible - which I don't understand?  This should be a standard operation function.  Will this be upgraded soon?

When looking at receipts, there is no way to know who it was unless you check it on square - more time wasted for business owners.

[ThrivingTherapy]

I agree that the ability to have the customer name on the receipt is important and seems like it would be an obvious and easy way to improve the function of Square.  It would also be helpful if you could choose to include date of birth or other items from the customer profile on their receipt.

[JadeTFX]

Sad to know that Square has entirely ignored this request for 4 years. Those of us, including myself, that run healthcare style businesses - and utilize the awesome calendar and online booking scheduler - REQUIRE us to have the patient/customers names on their receipts. This is a mandatory thing for our businesses. And yet Square has simply ignored our request, simply saying it "might" be in the works.

Given the popularity, it's very safe to say that this isn't a rare ask within the community. Please Square, make this simple feature available. It's becoming a huge issue with my patients not being able to use my digital receipts to claim on their insurance.

[Payette_Chamber]

I wonder why this is marked "solved", when it obviously isn't.

[greekbakesale]

Is there any way this can be added? It does not appear to be a problem with the credit card company allowing the name but rather square pulling the information from the wrong place when printing on the receipt. When you look at the contact information for an order in the dashboard it "always" has the customers name in the "fulfillment details" section. However the Billing details section only shows the name if the user entered it. The solution seems to be as simple as allowing us to specify if the Fulfillment details customer name should be added to all emailed receipts. Is there any way to make this happen quickly?