- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
We are collecting membership dues via a Square site. I can see the transaction on the dashboard, but I need to also see the associated customer name in order to give credit for renewing dues. Any ideas how or where to access this information?
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
@KofC717 ;
You can not see the Customer name on any of the Reports I looked at or even Create a Custom Report with Customer Name. You can download your Transactions csv files and I know some have Customers Name filled in when its available.
There are 3 Transactions CSV's, :
The top 2 are more detailed than the summary, and are the ones I use the most.
To get these :
After choosing the Export button you also need to choose the CSV file from the 1st image Items, Transactions, or Summary. You can then repeat for the others and then view them with a Spreedsheet like Google Sheets, Numbers or Excel. For the Transactions CSV Custome Name is in column AJ of my Transactions Csv file.
Owner
Pocono Candle
Mark as Best Answer if this Helped you solve an issue or give it a thumbs up if you like the answer.
Square Support Number 855-700-6000.
Make Sure App and OS is up to date on your Device.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report