How do I categorize my square payments per event?

  • Profile Image
    RuthSilver
    Asked on April 24, 2019 at 02:43 PM

    Hi there, 

    I use Square to take payments via different forms. I do camps and parties and I'd like to categorise them so I can see which is which. 

    I can do this via the Square app, but I want to do it directly on the form via the products/payment so I know what is coming in. 

    How do I do this please?

  • Profile Image
    stevenmarshall
    Answered on April 24, 2019 at 05:34 PM

    Hi @RuthSilver,

    Wanted to clarify the question you are asking, you would like to categorize the payments form Square that comes in on each form? Just want to get a little more clarity on your requirements you need to see what is coming in.

    Waiting for your response.





  • Profile Image
    RuthSilver
    Answered on April 24, 2019 at 06:43 PM
    Hi there,
    Yes I’d like to categorise it so that when it comes into my Square payment
    system I can see it’s from either camp or a party etc
    ...
  • Profile Image
    Jed_C
    Answered on April 24, 2019 at 09:17 PM

    Sorry, but I don't think you can customize Square payment details. The information it sends to your square account will be the same for other forms that is using Square integration.

    ex.

    First and Last name

    Product name

    Amount

    Transaction ID

    Those information that is collected will be the same for your other forms (camp or parties). If the product name appears in your Square payment report, you can put something that identifies the product name like adding a word Camp or Parties in your product selection would easily make it identifiable.

    Let us know if you have any questions or if you need further assistance.