- Subscribe to RSS Feed
- Mark Thread as New
- Mark Thread as Read
- Float this Thread for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
Is there a reason that cardholder names aren't automatically included in transaction reports?
Is there a toggle setting I'm missing?
If not, this seems like a significant deficit on the reporting imho. I'm used to the detailed reporting that Stripe provides.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
Hey @adamscott,
As part of our privacy policy, Square doesn't display customer names alongside transactional information. You can save this information with the consent of your customers though, via your customer directory.
Square, Australia
Sign in and click Mark as Best Answer if my reply answers your question.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
Thanks for your reply, Seamus.
Have you considered revising your policy so that it is in line with the industry? This is standard reporting.
Other providers have listened on this front (i.e. Stripe).
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
Hey @adamscott,
I'll pass on your feedback, but I can't make any guarantees this will change unfortuantely!
Square, Australia
Sign in and click Mark as Best Answer if my reply answers your question.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
We have people pay their club fees using Square and i would like to have their names appear on the transaction reports otherwise we do not have a record of who paid what.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
Hey @BAZZA,
While Square doesn't capture any personal details when you make a transaction, you can record a customer's details and add them to a transaction for record keeping manually, with the customer's permission!
Read more about how to do this on our support centre 👍
Square, Australia
Sign in and click Mark as Best Answer if my reply answers your question.
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
When customising a Transaction report, it would be great to be able to add a field "notes" into the report (this could include names or whatever information you have added into the notes field when taking payment).
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report
Hello @ShowClown,
I noticed it's your first post, welcome to our community 👋
The Transaction Details export includes notes that have been added to your Sales as well. To download this report, head to Transactions > Export > Item Detail CSV
As always, feel free to stop by The Community with questions, concerns and even feature requests. We are more than happy to assist. ✨
- Mark as New
- Bookmark
- Subscribe
- Subscribe to RSS Feed
- Permalink
- Report