@ruckdmc At this time there isn't a way to go back and change or add a category to a past sale.
In the meantime, you can add your items to categories so that your reports will be accurate in future. After you create a category > go to the Items section of your Dashboard > click on an item > click Category to select your new category.
I don't pretend to know how to fix this situation for all of us, but at least I'm glad to know that I"m not the only one frustrated. So let me ask this for now...I have Recurring Payments set up for a number of customers (we have a quarterly wine club) and in the beginning I didn't set up a Wine Club category. So the first 5 or 6 members are now assigned to Uncategorized. Is there a work around that will let me change the category for future recurring payments (for the payments coming in October)? Say if I delete their recurring invoice and Re-create it? I know I could just try it, but I don't want to be messing around in invoices (deleting) and such, to find out it won't work. I include the tax in my wine/wine club prices, and then have to back them out at the end of the month. Clearly it would be easier if everyone would be in their proper category. Anybody got anything?
If you created the item and created a category for that item after you started a recurring invoice, yes, you are correct. You can cancel that invoice and re-create a recurring invoice for it. When you do so, select the now categorized item for the recurring sale.
I too have this question and apparently it’s not high on the priority list as it’s been three years since the original post and still no way to categorize a sale after the fact.
Add me to the list that will move on if this is not resolved. Creates a lot of extra work for reporting when staff (artists) manually enter a sale and doesn't use the categorize menu. We have an art gallery and need to assign each sale to the artist.
A few thoughts on this. We definitely want you to feel empowered to do what is best for your business. If you need to change providers to do so, we completely understand. But it's not that your Request isn't a priority - it's that there is a lot that goes into our Feature Request process. We'd invite you to take a look at this post to really understand the lifecycle of requests like this.
Additionally, after working here for a number of years and chatting with Sellers who want to be able to update and change information, we do want to stress that making changes also allows for people making negative changes. If the ability to change a sale after a sale taken exists, it then also becomes a possibility that reporting could be changed in a negative way for your business.
We do our best to make sure your business is protected and free from fraud and the ability to do damage to a Seller's account.
That is not to say that this isn't a fair and valid request, hopefully it just provides some insight to what makes this seem like an easy request that goes three years without an update.
We'll continue to iterate this request to our product team, and in the meantime, we usually suggest making sure your staff and artists are correctly assigning their sales by offering training. If we can pull some articles for you from our Support Center to help or to print and have next to your check out- please let us know.
That's a cop-out excuse for not handling this request the last 3 years. If fraud is your concern then make sure only admin or owner has this capabilities. ALL major accounting/inventory soft wares (except Square) have admin/owner override capabilities and time stamps to track changes within a system. And if your admin/owner is fraudulent then the company has much bigger problems than changing report to worry about.
Appreciate the response, but I think you've missed some other aspects of this. Even without employee error, Square has other limitations that bring transactions in as uncategorized. For example, using the Square plug-in for Woo Commerce renders reporting useless quickly, as transactions get lumped into uncategorized (along with sales tax in the total amount). I believe this behavior is also exhibited when taking payments using other integrated platforms such as 17hats.
There has to be a way to pass back sales data so that category, price, tax, etc can be recorded properly. It's infeasible to expect anyone with a large amount of data to go back manually and correct these entries. Square is spending money to make improvements (i.e. Teams) but clearly, none are being made in this area after all this time.
At this time it's not possible to add a category to a sale after it has been completed @terramar! I'll share your feedback with the Reporting team. We'll let you know if this changes in future!
