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Can I edit the transaction email to include the customer info, at least the name?

I am receiving the transaction emails but they don't include at least the customer name, can I edit these emails to include more information?

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Square Community Moderator

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Hey @apbaatnycmail,

 

Thank you for your question. Currently, Square's transaction emails do not allow for customization to include additional customer information, such as the customer name. This limitation can be frustrating when trying to keep track of transactions more effectively.

 

However, you can view detailed customer information through the Square Dashboard or the Square Point of Sale app. For more personalized communication, consider setting up customer profiles within Square’s Customer Directory, which can help you manage and access customer information more efficiently.

 

If this feature is critical to your operations, I recommend providing feedback to our Ideate Board. Your input is valuable and can help shape future updates and improvements. Thank you for your understanding.

 

 

MayaP
Square Community Moderator
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Square Community Moderator

Best Answer

Hey @apbaatnycmail,

 

Thank you for your question. Currently, Square's transaction emails do not allow for customization to include additional customer information, such as the customer name. This limitation can be frustrating when trying to keep track of transactions more effectively.

 

However, you can view detailed customer information through the Square Dashboard or the Square Point of Sale app. For more personalized communication, consider setting up customer profiles within Square’s Customer Directory, which can help you manage and access customer information more efficiently.

 

If this feature is critical to your operations, I recommend providing feedback to our Ideate Board. Your input is valuable and can help shape future updates and improvements. Thank you for your understanding.

 

 

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