How to label transactions for square and PayPal?

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    knaadmin
    Asked on August 22, 2018 at 09:53 PM

    Hello.  We use Jotform for a variety of things, such as selling tickets and accepting donations.  We use both PayPal Pro and Square.  How do we set up accepting transactions to where we could see on the PayPal or Square statements labels such as "Ticket" or "Donation" so we know which Jotform was used for each financial transaction?  Thank you.

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    DonaldHag
    Answered on August 23, 2018 at 02:10 AM

    You can reconcile by checking the payment dates from the submissions and matching them with Payments in Square and PayPal. 

    Unfortunately, there is currently no way to send extra labelling information to PayPal and Square through the integration.