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Accueil>Traiter des paiements en toute sécurité

Viewing Customer Information

Information to help you and your customers recall transactions is available from the Transactions tab of your Tableau de bord Square en ligne. This includes details about your sales – the name of the cardholder associated with a purchase, card brand, and the last four digits of the card. This information also creates a customer profile in your Répertoire de clients.

Note: The cardholder’s name associated with a purchase is only available for transactions where the payment card was carte glissée or par carte insérée using the latest version of the Square Reader.

Through your Répertoire de clients you can also apply filters to customer information that is stored on your Square account. Fitlers can provide more detail about your customers and how they interact with your business, such as viewing customers’ payment details, the items they purchased, and the business locations they visit. You are also able to set a time frame for the specific data you wish to view.

To view and apply filters:

  1. Log on to your online Tableau de bord Square > Customers.

  2. Click on the Directory tab and select Filters.

  3. Apply filters for the customer details that you wish to view.

  4. Click View Customers.Note: You can apply filters through both your online Square Dashboard and your Point of Sale app. However, not all filters are available through your app at this time and more comprehensive filters are available through your dashboard.

Note: If using ensembles d’autorisations personnalisés for your team, customer contact information such as email address, physical address, and phone number will be viewable for your team members with assigned permissions. This information is not viewable to team members with permissions by default. You can give your team the ability to view and/or edit this information by enabling this permission with Gestion d’équipe. Customer information in your directory may also be hidden if the customer is subscribed via Square Marketing.

Square Point of Sale also allows you to add customer information to a sale to help you or your customer recall a transaction. Learn more about ajout du client à une vente.

Learn more about Politiques de confidentialité et de sécurité de Square. If you have additional questions, nous contacter.

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