Unlocking the Power of SquareUp Receipts: A Step-by-Step Guide

SquareUp receipts are an essential part of any business that processes payments through the platform. However, sometimes it can be challenging to retrieve customer card information, specifically the `customer_card_id`, which is necessary for creating recurring payments. In this article, we'll explore the process of obtaining a customer's card information and how to use it for SquareUp receipts.

Updating Your Data

The first step in retrieving customer card information is to update your data with customers you've processed since the last time you updated. This will ensure that your local instance of your application is up-to-date with transactions from Square. After updating, you should be able to see customers with a non-None card property.

Understanding Card Fingerprint

When researching `RetrieveCustomer`, you may come across the `card_fingerprint` property under Customer. However, it's essential to note that a card can have both an ID and a fingerprint. The `card_fingerprint` is used to identify a specific card, but it's not the same as the `customer_card_id`.

Locating Customer Card ID

So, where might you find the `customer_card_id`? Unfortunately, it's not explicitly listed under the available IDs such as tender ID, location ID, or transaction ID. However, by researching `RetrieveCustomer`, you'll find that there is a `cards` property under Customer. Iterating through all the Customers under your account, you may notice that they all have `cards = None`, despite having taken card payments via the point of sale app.

Continuous Polling and Membership Records

To overcome this challenge, you can continuously poll Square to retrieve payment information and create membership records accordingly. This will ensure that your system stays up-to-date with customer card information.

Digital Receipts and Email/Phone Number Linking

When a customer visits your store and subscribes to a membership, which is processed via the point of sale app, you can securely link their entered email address or phone number to their payment card. This allows for pre-population of contact information on the receipt screen during each payment.

Limitations with Sign and Tip Payments

Note that at present, you're unable to use sign and tip on printed receipts with contactless (NFC) payments. These types of payments must be settled from the Square app within 36 hours of the transaction.

Retrieving customer card information for SquareUp receipts can be a challenging task, but by understanding the process of updating your data, using the `card_fingerprint`, and continuous polling, you can overcome these challenges. Remember to link email addresses or phone numbers to payment cards for secure receipt processing. By following these steps, you'll be able to create recurring payments on Square, just like Stripe subscriptions.

Squareup receipts