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We need to track who is giving what so that we can issue tax statements at the end of the year. Can Square do that?
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@pastorjeff @POPMN - Happy to help out with this one. To get started, this exact feature does not exist, but you could still find this information. If you add a customer to each sale using the Customer Directory, you'll be able to locate that customer in your directory from the Square Dashboard, and then see all of the sales associated with their profile. Here is a screenshot of what that looks like:
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.
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Are you setting up a store online or taking in person donation payments at services?
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I have same the question how to know the individual who gave a donation to track for their statements at year end. The contributions will be made
in person .
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@pastorjeff @POPMN - Happy to help out with this one. To get started, this exact feature does not exist, but you could still find this information. If you add a customer to each sale using the Customer Directory, you'll be able to locate that customer in your directory from the Square Dashboard, and then see all of the sales associated with their profile. Here is a screenshot of what that looks like:
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.
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