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.

[WendyJ]

Yes I can take screenshot. Browser? Browser in Microsoft 10 Pro/ Where do I insert/attach image?

[isabelle]

@WendyJ ✨💫

[WendyJ]

I do not see

camera option anywhere on this screen. 

[WendyJ]

 

[isabelle]

I will take a look on the backend. Which item/SKU number is it @WendyJ? 

[WendyJ]

The top six skus note each are duplicated there should only be 3 skus not 6

[isabelle]

The image is too blurry - can you give me the name of the items that have duplicate SKUs @WendyJ?

[WendyJ]

Wow I can see it. Here is your answers though Y-Pottery, Fresh Awakening SKU 633632087035 shows up twice with two different inventory amts. 

Y-Pottery, Wide Mouth SKU 633632087042 also shows up twic with two different inventory amts. 

[nika]

Thanks for that @WendyJ. I'm hopping in here for Isabelle on this one.

I went to look at your inventory and I see each of those SKU items only showing once, each with just one inventory amount.

I'm using a Chrome browser. Would you be able to look at it on a Chrome browser, also, just so we can rule out if that's the issue or not?

[WendyJ]

Hi Nika, I am looking at on Google Chrome. Can you tell me are you with Square or just another square user trying to help me out? I would love to find a way to contact square directly. I do not have the time sorry for all this back and forth and getting nowhere, but thank you, 

[isabelle]

Apologies @WendyJ. Please give us a call whenever you're available. 

[DiscoverGrace]

I would like to add my voice to this.  Yes - I am aware that it can be "refunded"...but a refund doesnt stop an email from coming with an inaccurate balance in the daily activity.  It is very hard for my financial department to get emails that do not show a refund....but simply show that there WAS a gross sale.  

By Square's own mention...this is a "VERY" popular request from us - the customer.  Would it, perhaps, be time to show the care you have in the voices of the customer?

Thank you for your time.

[ACME]

I'm wanting this feature as well for training purposes. Thanks. 

[myersbw]

Ok, this is getting ridiculous, "Sean" (if that's your real name??)  You've been making a lot of money off of us for transactsions, yet seem to NOT be putting money into the resolve of a very simple programming change...i.e. add a 'void or delet transaction' button.  

We often test a transaction, however your app is lacking and we expect you to tell us WHEN the feature will be added...that that "many want it".

I live in a world of programmers.  My guess is you're outsourcing work to a programming team and you're living fat off the capital and NOT investing in feature updates.  

Sove this problem soon or likely we'll all take our business elsewhere. To a company that really appreciates it's users and invests money back into the app for improvements!

[EJ_]

@myersbw We hear your frustration with this. However, while we're able to give general information about our road map and what features our Product Team is currently tracking, we're not able to provide exact dates or specific information about product updates until they're fully released. 

Like Sean mentioned above, you can view the existing thread within the community that outlines how feature requests work and how seller advocacy is one of the biggest drivers of product changes. 

You can also reference the many feature request threads in the community that end with an update informing everyone that the feature is now fully available. 

We try to be as transparent as possible when it comes to product updates, so hopefully we can get an update for you all soon and thank you for being patient with us 👍🏻

[TomTr]

@EJ_ Your reply is sorely lacking. The community is asking for a "Void" button. The square system already has a void button for open tickets. In my use case the ablity to void an open ticket is useless as we are not making product like food and do not have to account for extra items made, like food itmes, due to error or "customer changed mind". However, I do need to train people on how to use your system and people do make mistakes. The "void" transaction is just that, a way to document the undoing of  traing entries and mistakes.

[Budsfs1]

What is the easiest way to remove prior charges that were a mistake and credit was given.

[nika]

Hey @Budsfs1. I moved your question to this feature request board, as there's currently not a way to remove or delete transactions.

[fadeddecade]

I had someone accidentally charge a cash transaction for $1 Million on my POS. I already marked it as an accidental charge but is there a way to remove it from my system, it's throwing off all of my numbers ex. average customers sale... if i can't remove it is going the throw of my numbers for the entire year.

[AshleyK]

Hey! Welcome to the Seller Community! This is currently a feature request we are tracking. The ability to delete data from reports is likely something that will take a long time to be released as there are lots of red lines we need to cross and security features we need to double check before we allow that to happen. For now, I have merged your request with an existing thread so we can keep all the feedback in one place. Thank you!

[SmartyPantsJane]

I, too, would love the ability to delete a transaction! I had an unusual sale during my first week in business and wasn't sure how to handle it. I knew I needed to deposit the check in the bank as soon as possible, and wanted to enter it through my Square to account for it, but I entered it incorrectly and would like to change it, delete it, or correct it.  The ability to correct a transaction would also be helpful for when an employee enters something incorrectly. I REALLY don't want to show this transaction as a REFUND!