Can anyone suggest a clever way to get the Square dashboard to subtotal certain amounts within the amount field of payments run via the Payments API?
Here’s an example…
We run a payment for $109.38 and would like to know that $9.38 is sales tax. We know we can do this with the Orders API, but it’s overkill for most of what we need. Some ideas used currently: we add a string into the description (e.g., Tax-CA: 9.38), and filter transactions in the dashboard to just these transactions. Knowing the tax rate, we can get the subtotal. Or if this string were to identify something for which subtotaling is not by a constant rate, we can use the strings in the description to either 1) total by hand, or 2) export transactions into a spreadsheet to total.
I was wondering if there might be some other means between the Payments API and dashboard reporting by which we could get just a few subtotals, again without needing to dip into the itemization, and additional overhead, of calling the Orders API.
Ideally, we’re looking for a total of those sub-amounts, based on the filtering that was performed, which we are able to view somewhere in the dashboard.