Home>Processing Payments Safely

Viewing Customer Information

Information to help you and your customers recall transactions is available from the Transactions tab of your online Square Dashboard. 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 Customer Directory.

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

Through your Customer Directory 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 Square Dashboard > 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.

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 adding your customer to a sale.

Learn more about Square’s privacy and security policies. If you have additional questions, contact us.

Learn more about: Payment Processing

Can't find what you need?