How to reconcile Zettle transactions..??

[angelleye]

I'm trying to figure out the best way to use Zettle so that we can quickly take payments but also track which customer(s) purchased which product(s).

I can see in the app that I can create products and put together a cart, but then when people pay I get nothing but a transaction ID.  Also, when the cash gets deposited into PayPal it comes in as a single/bulk deposit that consists of all the Zettle payments for that day.

I can't figure out a way to see a customer name/ID that goes along with these sales so that I can update my bookkeeping / CRM accordingly.

Any tips/tricks on handling this would be greatly appreciated.  Thanks!

[PayPal_Olivia]

Hi @angelleye,

Welcome back! Great to see you!

I looked into this question for you and I learned that the Zettle app does not currently offer a way to track individual payments for reporting purposes. I'm sorry for the inconvenience.

Olivia