x

Is there a way to record cash transaction?

Can a record a cash transaction and then generate a receipt for a customer?

29,919 Views
Message 1 of 24
Report
1 Best Answer
Square

Best Answer

Hi @mpayton777 and welcome to the Seller Community! 👋  We're happy to have you. As for your question, you most definitely can. As opposed to swiping a credit card, you just press "Charge," and then select "Cash." Here's a screenshot:

 

IMG_2965.jpg

 

 

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!


Sean
he/him/his
Product Manager | Square, Inc.

View Best Answer >

32,839 Views
Message 2 of 24
Report
23 REPLIES 23
Square

Best Answer

Hi @mpayton777 and welcome to the Seller Community! 👋  We're happy to have you. As for your question, you most definitely can. As opposed to swiping a credit card, you just press "Charge," and then select "Cash." Here's a screenshot:

 

IMG_2965.jpg

 

 

PS) If my answer solved your problem, would you mind marking it as "Best Answer"? That'll help the rest of the community find what they're looking for. If not, just write back, and I'll continue to help. Thanks!


Sean
he/him/his
Product Manager | Square, Inc.
32,840 Views
Message 2 of 24
Report

Can you only do cash transactions on your phone app?  

27,791 Views
Message 3 of 24
Report
Square

Hi @mtibbits. You can chose from any of the payment types when checking people out using our app. It doesn't matter if you're using a smartphone or tablet. 🙂


Sean
he/him/his
Product Manager | Square, Inc.
27,775 Views
Message 4 of 24
Report

I would like to know if square is charging their fee when we record cash amounts. 

26,373 Views
Message 5 of 24
Report
Admin

 

Hello @Kwithnel! You won't don't pay any fees when you record a cash payment. The same is true if you use Square Point of Sale to record a check or other tender payment.

 

Square is a card processor, so if a debit or credit card isn't used in the transaction you don't pay any fees! 

 

 

️ Helen
Seller Community Manager

26,342 Views
Message 6 of 24
Report

I recently did two cash transactions using my Square app on the iPad (exactly the same as usual) that do not appear in my Transactions. When I did the transaction, a receipt was generated and the cash drawer opened, but I can't find a record of the transactions. Any ideas?

24,085 Views
Message 7 of 24
Report
Admin

Hey @PerfectPear, thanks for checking in here and sorry to hear about the trouble with reconciling these cash transactions.

 

That does sound a bit strange—are these payments still not appearing in your records?🤔 If not, I would suggest getting in touch with our Customer Success Team. If you can provide a time range when the payments processed, they'll be able to take a deeper dive into specifics.

 

Hope this helps get you in the right direction. Please don't hesitate to let us know if any questions remain.

️ Tom | he/him
Seller Community Manager | Square, Inc.
Find step-by-step help in our Support Center
24,053 Views
Message 8 of 24
Report

Thanks. I will get in contact with Square support directly, as the transactions are still not showing up.

24,042 Views
Message 9 of 24
Report

Is it possible at the end of the month to see a itemized report of cash sales?

16,458 Views
Message 10 of 24
Report

If a customer pays cash how do I track it using square? Please Help.

27,780 Views
Message 11 of 24
Report
Square

Hi @aldersonlacy — I helped another seller with this very question! I moved your comment over to that thread. Please read through for more details. If you have any follow up questions, feel free to reply to this thread. 


Sean
he/him/his
Product Manager | Square, Inc.
23,391 Views
Message 12 of 24
Report

I don't see where we are able to track cash transactions. If they received an emailed receipt, is there a way to have a record of their email address?

23,282 Views
Message 13 of 24
Report
Square Community Moderator

@dia1089 Hi there, 

 

Check out the best answer in this thread for steps on recording a cash payment. 

 

All of your recorded transactions, cash payments included, can be viewed in your Transactions Tab of your Square Dashboard. 

 

In regards to recording your customers email address, you can add customers to your directory. 

 

You can also manage your directory from the Square app, which  allows for you to record the email address and contact information of a customer at the time of a sale. 

23,199 Views
Message 14 of 24
Report

If you didn't think to record the contact information, can you retrieve the email address the receipt was sent to from a history or communications log?  Or is it lost for good?

21,111 Views
Message 15 of 24
Report

Hello @REAI

 

Great question, I can shed some light on the answer. If a customer has entered their email address for a receipt you will not have access to it. If you actually read the agreement at the bottom of the receipts page it states that, "by providing your contact information, you agree businesses you frequent may send you digital receipts, marketing and messages via Square, See your digital receipt for privacy policy and preferences." 

 

So you will have to record it the next time the customer comes in. 

21,062 Views
Message 16 of 24
Report

What if you sent the customer a receipt by text, does Square keep up with their phone number?

20,184 Views
Message 17 of 24
Report

@Sdowdy the same goes for phone numbers and text receipts. 

20,181 Views
Message 18 of 24
Report

This reply was created from merging an existing thread

 

How do I log in a cash deposit 

19,649 Views
Message 19 of 24
Report
Square Champion

19,638 Views
Message 20 of 24
Report

Hi!

 

     I have been using the terminal to sell Shopping/gift cards as a fundraiser. I have the cards itemized to keep track of the number of cards I have for selling. When using debit/credit as payment it does record the transaction but I would like to record the cash transactions as well. Is there a way that I can keep track of all transactions on one report? Please send me instructions on how to go about doing this, greatly appreciated.

 

Regards;

 

Roger

18,709 Views
Message 21 of 24
Report