Record sale in Square when paid by check
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This e-commerce site uses WooCommerce with the WooCommerce Square plugin. Everything is working nicely with the inventory and most orders getting reported in Square. However, when someone purchases and chooses to pay with a check (yes, there are still people who use checks. smile.), I would expect the sale to get recorded in Square once I mark the order paid/complete in WooCommerce. This is not happening. The inventory is decreasing in Square as it should, but I don’t have record of the sale in Square. I would like the sale to be reported in Square.
The page I need help with: [log in to see the link]
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Hey there, @brendagshortyahoocom! Thanks for contacting us. I’m happy to help you.
Just to make sure we understand your goal so we can provide the correct answer: You have your WooCommerce store correctly syncing with Square. Every order, no matter the payment method deducts the stock correctly.
The issue is that when someone pays by check the sale is not recorded on Square, correct? And to pay by check you mean the default Woo option under WooCommerce > Settings > Payments, which is not part of Square, right?
Furthermore, I’d like to understand your site properly. Please share with us the System Status Report which you can find via WooCommerce > Status > Get system report > Copy for support.
You could copy and paste your reply here or paste it via https://gist.github.com/ and send the link here.Looking forward to your reply.
Have a wonderful day!
Your statements above are correct. Here is the status report.
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Thank you for confirming and sharing additional information.
The WooCommerce Square plugin is designed to sync inventory and record sales that are processed through the Square payment gateway. However, when a customer chooses to pay by check, the payment is processed outside of Square; hence the sale is not recorded in Square.
While the inventory is correctly adjusted due to the integration between WooCommerce and Square, the sales record for check payments is only maintained in WooCommerce, not Square. This is a limitation of the plugin’s functionality, as it only records transactions processed through Square.
However, you can manually enter the transaction in Square to keep your sales records consistent across both platforms.
I hope this clarifies your concern. If you have any other questions, feel free to ask.
Thank you for your response. You have clarified for me that the current functionality is for only sales processed through Square to be recorded in Square. Is it possible in the future for an option to sync completed orders to sales in Square automatically? I do need the sales records consistent across the two platforms and doing so manually is an extra step I would rather avoid. Again, thank you for the prompt responses.
While we cannot guarantee a timeline or confirm if this feature will be included in future updates, we highly encourage you to add your ideas as a feature request, where our developers look for future plugin features and improvements.
In the meantime, the manual entry of check transactions into Square is the best workaround we can suggest to keep your records consistent.
We appreciate your understanding and feedback. If you have any other questions, feel free to ask.
Thank you. I have submitted the feature request.
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