Transaction caption/title?

[Richard]

When I look at my test transactions in the Transaction page of the Dashboard, the note for the transaction is shown as the caption/title for the transaction. And when I click on the transaction, the same information is show in the right pane that opens up in the Description field.

Is there a way of specifying a separate caption/title for the transaction? I don’t see any field listed on the Create Payment API reference page which would seem applicable. But, I thought I would ask anyway.

[Bryan-Square]

If you create an order with the Orders API you can leave a note at the item level. Once you’ve created the order you then include the order_id in the CreatePayment request to pay for it.

[Richard]

Bryan,

Thanks for the reply. I don’t think I may have made myself clear. This screenshot of of the Transaction page, I view it as ideally having two different areas, a column of a short caption/title of the transaction, and a description area which could contain more detail information about the charge.

Yes, I am aware that I can include a note as part of creating the CreatePaymentRequest object:

Dim createPaymentRequest As Square.Models.CreatePaymentRequest = New CreatePaymentRequest.Builder(sourceId:=token, idempotencyKey:=uuid, amountMoney:=orderAmount).Note(note).Build()

But, this same “Note” field shows up in both locations. It just seems it would be nice to have the ability to be able to specify a short, concise string (such as the order #) associated with the charge, which would show in the Caption area, and a more detail, lengthier description that would appear in the description field. Maybe the customer name and phone number. Or information about what was actually purchased. Rather than have the same information basically just appearing in two different areas.

[Bryan-Square]

You can if you use the Orders API.

For example this is the order I created:

{
  "idempotency_key": "{{$guid}}",
  "order": {
    "location_id": "{{location_id}}",
  	"reference_id": "my-order-0001",
  	  "line_items": [
    {
      "name": "New York Strip Steak",
      "quantity": "1",
      "note": "Descriptive note of the sale",
      "variation_name": "Order# 12345678",
      "base_price_money": {
        "amount": 100,
        "currency": "USD"
      }
    }
  ]
  }
}

[Richard]

Thank you for the answer.