Categorizing Payments through Jotform

  • artsinwayne
    Asked on June 25, 2024 at 1:45 PM

    Hi there! We use Jotform for some online registration and payments. Our accountant has expressed that when we receive a payment through Jotform that the transaction is uncategorized in Square Point of Sale. Is there a way for us to edit this on Jotform so that all of our transactions have a category for easy reporting? Thank you!

  • Harshad_P JotForm Support
    Replied on June 25, 2024 at 1:58 PM

    Hi Anna,

    Thanks for reaching out to Jotform Support. Unfortunetly, it is currently not possible to categorize products in the Square Point of sale. You can only view the product data in the Jotform Submissions.

    While the feature you’re looking for isn’t currently available, rest assured we’re always working to add new services and features to Jotform. I've gone ahead and escalated your request to our Developers. When or if it's implemented depends on their workload, how viable it is, and how many other users request it. If there are any updates, we’ll circle back to this thread and let you know.

    Reach out to us if you need any more help. 

  • Anna
    Replied on July 1, 2024 at 1:37 PM

    Thank you for the prompt reply!

 
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