Can I backdate, edit, or delete a transaction?

Can I backdate, edit, or delete a transaction?

 
The title of this post has been edited from the original:  Can you delete a transaction?

How do you delete a completed "Cash" transaction? I ran it just as a test.

4 Verified Answers
Verified Answer

Re: Can I backdate or edit a transaction?

Hi @TheGlencafe,

 

Right now we have no plans to add the ability to backdate, delete or manipulate transaction information after a sale is complete. 

 

For context, the ability to manipulate transactions can cause issues for reporting and chargebacks. Also, it would make it easier for fraudsters and scammers to commit crimes using Square Point of Sale. 

 

If you have test cash transactions in your transaction history, you can always refund these payments to balance your books. See our help article on how to refund a payment.

 

Hopefully this has provided some transparency on this request, and why it's not available. 

Verified Answer

Re: Delete a sale record?

Hello @alexaiezza, welcome to the Seller Community! 

 

Currently adding the ability to delete a transaction is not on our road map. The reasoning behind this is we use this information to submit 1099-K's to the IRS. I'm not saying you would do this, but it would be easy to cook your books if this ability was available. 

 

Another request on this thread is to be able to void transactions so they don't show on reports. Currently we are in the process of collecting feedback for this request. I don't have a timeline on when it might be available. 

 

If you have any other questions please let me know! 

EJ_
Verified Answer

Re: Can you delete a transaction?

@TomTr

 

I appreciate your feedback in regards to this. I know you've probably read this multiple times within the Seller Community, but we really do send customer feedback over to our Product Teams, and advocate for changes for you.

 

I absolutely agree that a void feature would help with training and testing, and also make reporting look a lot cleaner as well. You make a great point that with test payments, or payments made by mistake, nothing is ever actually sold, so your gross sales report shouldn't reflect a sale (which is what results when issuing a refund).

 

As you've alluded to in your previous post, there are two different requests within this thread. Some folks are looking for the ability to completely remove or delete a transaction, which isn't possible at this time. We don’t have any new information around whether or not this will ever become available.

 

The other option that folks are looking for, having an option to mark payments that have been completed as voided/cancelled rather than refunded, would help sellers a ton and we’ll continue to reiterate that to the team on your behalf.

 

We know this request is important to you, so as soon as there are updates that we’re able to share publicly, we will.

 

I hope this provides more clarity, and thank you all, again, for your feedback!

 

Verified Answer

Re: Can you delete a transaction?

Maybe the Square team can find a way to mark the transactions as Void, so that they do not affect sales totals, but neither are the transactions erased.

From an accounting standpoint, I can see why they would not let a transaction just be deleted. There has to be a documentation trail.

 

When I have to make test transactions, when I refund the transaction I make note that it was a test transaction and that is why it was refunded. There is also the "Accidental Charge" notation available.

Then when I download my sales reports, I sort the test transactions out and make a note in my saved spreadsheet.

351 Replies
Admin

I hear you @ejbizboz, I do understand how a practice mode would be very useful. I'm adding your post to this thread where we are tracking this request. If we have any news on this feature we'll let you know here.

To Square customer services - Pls note deleting transaction is important for most or all users. It also helps reporing. It is users responsibilities to keep their transactions history true to compliance with Hmrc/taxman.

We have so many training on cash tramsactions now we can't delete it and its a pain. Pls Pls add a fearure ffor delete tramsactions! 

Admin

Thank you for letting us know the variety of ways that this would help your business @Roy6666. We'll continue to advocate for a better way to manage cash/test transactions with the Product team. I'm so sorry for the frustration this caused and we really appreciate your patience in the meantime. 

I have this same problem, Now my Gross Income is absurdly high by 300,000 (my 75 yr old mother accidentally charged this somehow) so I have to use Net to get a real number

I stopped using Square, Its too much hassle and I think Square teying to control our data. We should have the full control of the transaction whether its required to delete or change amount of a transaction. So this is why I'm out..

Roy6666 - I've had it up to my hmffmhfmf with patience that Square has been advocating. Not enough customer satisfaction for my taste. What alternative did you choose?

This post was right on.  This feature for the ability to do practice and training transactioons has been here and it was the first problem I ran into with Square 2 plus years ago..  "We're sorry, we understand your problem and frustration.  We'll take this up with ____insert department here ____".  It is not that hard to solve, and you've never stated the rationale for the policy. The lack of this admin feature is getting very close to being a deal breaker for me..

Today is Dec. 1 2018.  We have heard this over and over and heard it again today.  Are you guys just stubborn or incompetent, or just don't actually care about customer service??

 

Hi all, I just created some incorrect cash transactions. I tried refunding and adjusting with some custom cash charges but my sales and item breakdown in reports are all wrong. How can I just delete the transactions to correctly represent my sales for today?

Alumni

Hey @Bruto, sorry for the confusion. At this time, the ability to completely erase a payment from your account isn't available. Once you've refunded the unwanted cash payments, your sales summaries should balance out. As for your inventory counts after refunding, you will need to adjust those as needed. Hope this helps clear things up a bit more—if you're still encountering any trouble, please let me know which reports aren't matching up and I'll be happy to have a closer look.