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Add notes on payments and items during checkout

Who is this article for?
Account owners or team members with the checkout permission to take payments. Set permissions in Square Dashboard.

About adding notes

With Square you can add optional notes to items or custom amounts at the time of sale.

Profiles that use the Converged Item Details feature have a Show item notes setting under Item details screen. This setting is on by default. When it is off, the empty optional note field is hidden at checkout. Existing notes are never deleted, they stay visible as read-only, and required notes such as custom-amount descriptions always show.

This setting is separate from the Show item notes receipt toggle in the Hide item notes from customer receipts section below. The receipt toggle controls whether notes appear on customer receipts; the item details screen setting controls whether the note field appears during checkout. Turning off one does not affect the other.

Before you begin

  • Create and edit item options and variations from your Square Dashboard or Square Point of Sale.

  • Item descriptions saved in your item library appear on digital receipts, but will not appear on printed receipts.

  • Item descriptions can only be created during the item creation or editing process, but can’t be added during checkout.

  • If a note and description are present for an item within a sale, only the note displays on your customers’ receipts and in the item details spreadsheet. To view an item description, tap Review sale during checkout and select the item in question.

  • Descriptions and notes cannot be added to a payment after it’s been processed.

  • If the note field does not appear during checkout, check the Item details screen settings on the profile the device uses. The Show item notes setting may be turned off. Learn how to manage item details settings.

Add notes during checkout

Square Point of Sale app on smartphones

  1. From your current sale, tap Review Sale.
  2. Tap an item or custom amount to add notes.
  3. Select the back arrow to save the note and return to the current sale.

Square Stand or a tablet

  1. From the current sale details on the right, select the item or custom amount from the list.
  2. Add notes to the Add a note field > tap Save.

Square Terminal

  1. After adding an item or entering a custom amount, tap Review Sale.
  2. Tap the item or custom amount to add notes under Notes.
  3. Tap Save to save the note and return to the current sale.

Square Register

  1. From the current sale details on the right, select the item or custom amount from the list.
  2. Add notes to the “Add a note” field and then tap Save.

Hide item notes from customer receipts

If you use item notes for internal purposes such as kitchen instructions or preparation details, you can hide them from customer-facing receipts. When turned off, item notes will still appear on order tickets and in your transaction details, but will not be printed or sent on customer receipts.

Turn ‘Show item notes’ off

  1. From your Square Dashboard, select Settings > Account & Settings > Payments > Receipts.

  2. Under receipt options, toggle Show item notes to off.

  3. Select Save to apply your changes.

Once disabled, any notes added to items during checkout will appear on order tickets and kitchen displays but will not be visible on printed or digital customer receipts.

Note: This setting applies to all item-level notes. If you need some notes to appear on customer receipts, leave this setting off and use item descriptions instead for customer-facing information.

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