x
Phoenixcounsel

Customer name on receipts

Hi I am new to square. .is there a way of having the customers name come up on the receipt? Please note I am not wanting to know about invoices.. thanks

Message 1 of 7
499 Views
1 Best Answer

Accepted Solutions
Admin

Re: Customer name on receipts

Best Answer

Hey @Phoenixcounsel,

 

Thanks for getting in touch!

 

You can add a note to a transaction that will appear as text on the receipt.

 

You can also tie a customer to a transaction via your customer directory - this won't display their name on the receipt, but if you add customer to transactions it will create a record that ties a customer to a transaction, if that's something you may find helpful!

 

Let me know if you have any questions 🙂

Message 2 of 7
487 Views
6 REPLIES 6
Admin

Re: Customer name on receipts

Best Answer

Hey @Phoenixcounsel,

 

Thanks for getting in touch!

 

You can add a note to a transaction that will appear as text on the receipt.

 

You can also tie a customer to a transaction via your customer directory - this won't display their name on the receipt, but if you add customer to transactions it will create a record that ties a customer to a transaction, if that's something you may find helpful!

 

Let me know if you have any questions 🙂

Message 2 of 7
488 Views
Phoenixcounsel

Re: Customer name on receipts

Thank you, that should do the trick. It is so my counselling clients can claim insurance rebates on their counselling - they must have their name on the receipt. This should get around the issue I was having with issuing receipts. 

Message 3 of 7
484 Views
TM18

Re: Customer name on receipts

How do you add a note from the Square App on the iphone? I don't see where a note can be added in the receipt. I also need to include my client's name on the receipt as I work in healthcare and the name needs to appear for insurance purposes. I think this is an extremely important feature that needs to be addressed - from what I understand, it has already been requested a long time ago. What is the update for this feature?

Message 4 of 7
335 Views
lebodano

Re: Customer name on receipts

This is only view able on the web. I cannot view a customer name on the transaction via the mobile app. How do we have this added as a feature request? I do most of my reconciliation on the go with the mobile app and it is important I can view this in the mobile app. Here is an example of a transaction where I already tied the sale to the customer - it works on the web but NOT the mobile app for Android. Please help!!

https://photos.app.goo.gl/YSQ2uPVBvc94HMuz9

Message 5 of 7
76 Views
Admin

Re: Customer name on receipts

Hey @lebodano,

 

Thanks for getting in touch. While the POS app doesn't have all the same features as our online dashboard, I appreciate that this info would be handy to have on the app!

 

The workaround for now would be to log into your online dashboard from your mobile to view this information on the go.

 

 

Message 6 of 7
64 Views
lebodano

Re: Customer name on receipts

Thanks,

 

Since we don't tyically have a "home base" we are on the go and the mobile app is what we have to use. Is there a way to add this as a feature request? Seems relatively trivial to add this field and I've seen other professions with clients (counselors) mentioning something similar. Would really love to see this!

Message 7 of 7
56 Views