Does Square use Order Open Date or Order Close Date for tips?
Issue
You may notice a discrepancy between sales or tip amounts in 7shifts compared to your Square Transaction reports. This mismatch often appears in daily totals when an order is entered on one day but finalized on another.
Cause
Discrepancies occur when a location has open tabs that span multiple days or processes refunds for older transactions. By default, the 7shifts integration calculates data based on the Order Date, which is when the ticket was first created. Square may record the final payment on the Closed Date. If a tab is opened on Monday but paid on Tuesday, the data will sit on different days in each system. These timing differences cause your totals to mismatch between 7shifts and Square.
What to do
To resolve this, you can switch your 7shifts integration setting to use the Closed Date. This ensures 7shifts captures sales and tips when the payment is finalized. Follow these steps to prepare your account for this change.
Caution: Changing settings can shift data across different months and impact previous reports.
- Compare the 7shifts receipts against your Square Transaction Report for the same date range to verify if the mismatch is caused by refunds or open tabs.
- An Admin must contact 7shifts Support to request that your Square integration settings be updated to use the Closed Date.