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Squareupcomreceipts3/21/2024 ![]() If you know this as the item is being added to the cart, apply it in that screen. ![]() If you’ve added an item to the cart and it needs to be changed, click into the Current Sale at the top of the screen, then click the item where you can have a variety of options for changes to that item, including Quantity, addition of notes, adding a Discount, Comp the item (if permissioned), or Remove the item from the cart. To clear the entire cart, navigate to it by clicking the “Current Sale” at the top of the screen, then click the dropdown on the upper right, and choose “Clear Items” (see above image) Changing Items in the Transaction (Change Quantity, Remove Item, Notes, Discount) See the Square Training Checklist for Square videos on adding the customer. No matter what is being sold, there is a Donation category with a Donation item, all Sales Associate training includes steps to accept donations via this link, also included in the user training checklist: Square - Take Donations Instructions Adding Customer Information (especially for Donations)Ĭustomers can be added during the sale, from the "Current Sale" and then selecting the "Add Customer" in the dropdown arrow on the upper right, collecting the appropriate information on Customer screens.Ĭustomers can also be added at the time of sale, on the Receipt screen. Covered in training videos, but calling out a few key things sales associates might need to know quickly: Include Donations
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