Can I backdate, edit, or delete a transaction?

[AC]

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.

[AC]

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

[#3]

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. 

[#4]

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! 

[#5]

@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!

[#6]

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.

[emilysarmoire]

No. That only works for restaurants.

For some reason, Square doesn't want retail stores to be able to void a transaction.  

[BaamHoldings]

Link doesn't work anymore and it seems it only applied to restaurants anyway.

How can it be that complex to be able to void a transaction?

Come on guys...

[katieand]

Hi @BaamHoldings - I just updated the link since it looks like the title of the article got changed. It should work now and it applies to POS. https://squareup.com/help/us/en/article/5814-comp-and-void (Here it is again just in case) https://squareup.com/help/us/en/article/6144-use-comp-and-void-on-your-square-point-of-sale

[BaamHoldings]

Thanks for the quick reply and updated link!

I'll make sure to take a look at this procedure 😉

[emilysarmoire]

This is only for restaurants. In a retail store, you can't void or delete a transaction. 

It is ridiculous.

[jdlanham]

I recently had one of my employees create a custom transaction for $1,000,000 then used the COMP option and then accidently completed the transaction. This unfortunately added $1,000,000 to my gross sales for the day then added $1,000,000 to the total under Discounts and Comps. While it is easy enough to just mentally subtract this number while looking at my data, it creates an unrealistic idea when looking at the data over multiple weeks or months. There also seems to be no way to "refund" this transaction or remove it despite it being made in error.

Is there any way to get rid of this error?

[VanKalkerFarms]

Unfortunately there isn’t a way to change or delete a transaction once completed 

i had the same issue that my daughter sold a million dollar transaction for fun and it is still there 5 years later. 

[vdcruz]

Anything new on deleting past transactions? There is no way one can just start using app without doing test runs first. I understand I can exclude the day of test runs from my reports, bust it's just annoying to see those numbers there. 

[katieand]

No updates to share @vdcruz. We'll post if we get news to share. 

[fa-ct]

Awhile ago, an employee of mine entered in a sale called "Jenny" for $8,675,309.00. While humorous, it's messing up all my graphs now and I have no idea how to delete it.