Can I backdate or edit a transaction?

[Community-Team]

Hello Seller Community! 

Am I able to backdate or edit a transaction after the sale is complete? What if the sale occured earlier and I recived payment at a later date? 

[donkiely]

Thanks, Isabelle! I had seen that thread, so had little hope.

But my other question? I can't believe that this sort of thing doesn't happen often, we humans being as we are. So if I need out inventory and sales reports to be accurate, is there a best practice in Square how to handle it?

In this case, the customer is long gone, so there's no way to redo the transaction.

Please tell me I don't need to maintain an anomaly report and remember to adjust how we pay our partners!

Cheers,

Don

[LHTFleaMarket]

@donkiely  This kind of thing happens a lot actually.  I run a flea market where I have vendors but I process all of their sales. I have been begging Square to put in place a system that would allow us to change the item sold. The only way I've been able to keep track of each vendor sales is to put each one into my POS as an "Item".  And sometimes a sale gets put under a wrong Item/vendor ID, so it messes up my reporting in square.  Even just yesterday, I had 2 transactions that got rang up under the wrong item tag.  And they where debit card transactions so the laughable "Refund" workaround is not an option. As the business owner, I should be able to go in and fix things like this.

[Becky5]

I took a payment and just entered the total without itemizing it.  Can I go back and itemize the bill after taking payment?

[ashc]

Hey @Becky5,

I moved your post to an existing thread where this question has been answered before.

In the future- don't hesitate to search your question first for your quickest answer! The search tool at the top will pull related articles or Support Center articles related to your question. 

[TWilcoxLBB]

Thank you Ashley C!

[TWilcoxLBB]

How do you change a transaction that is connected to a wrong customer?  We have a couple payments made by customers, but are somehow connected to another customer.   Luckily, the payments are processing through the correct card and emailing the receipt to the correct customer, but it is attached to a different customer and shows up in their transaction history.  Consequently, the transaction does not show up in the correct customer's transaction history so we are unable to track his payments.

[svlashes]

How can I make corrections to a transaction after it's completed??? I entered a payment as a gift card when it should have been entered as a comp. I can't find any way to correct it. I tried refunding it, but then I cannot recharge for the same service!!! SQUARE YOU NEED TO PAY ATTENTION TO WHAT YOUR CUSTOMERS NEED!!!

[LHTFleaMarket]

They dont seem to care.  They just merge all of these semi related topics so they dont have to be bothered with them.  There is just one big topic thats easy to ignore. 

[lanibelles]

I entered a transaction but the local tax did not get added and I completed the transaction. Can I add or revise the transaction to include the tax?

[Kassi_]

Welcome to the Community, @lanibelles -

After a transaction is complete, you are unable to make any changes to it. 

I would double check the settings you have for your tax too. You can assign taxes to certain or all items. 

Please let me know if you have any other questions. 

[Sissa]

I have few checks payments from last year that I would like to record in Square so it would be easier for tax purpose. It's there a way to record transaction with back dates? Thank you

[isabelle]

Hey @Sissa! 🌟

While we can see why this feature may be helpful to some sellers, it's not one we have available or is in development. Sorry about that! 

[BigMountain]

@Sissa AKA "We don't care about your small business needs, since we have your money,   Your reporting issue and making your life easier is not something we care about."

[PRbyBrandyS]

Ok I have a couple of question that go with this. I am new to square and trying to transition over to this instead of taking paypal payments (I hate the higher fee's that come with that system)

1.  Is there a way to link a payment to a transaction when the payment was taken prior to entering the items into the receipt?

2.  When taking a payment from a customer there is a big difference in the amounts that I have to charge between this system and the other system that l have to initially enter the product items in.  But I need to account for my inventory on this system.  Is there a way to enter in what product that they purchased without it showing up as a double payment here since I took the payment as a custom amount here without entering individualized items into the transaction? i figured it is something with the sales tax that changes between the two. (In texas with a 8.25% i have to add on to each item)

3. To keep my books straight I am trying to reenter product orders but could not figure out if there is a way to backdate them to the appropriate date the transaction took place.  Is there a way to do so?

Thanks for any help you can provide out there!

[balancedhealing]

I would also be interested in knowing if Square has improved this option in order to edit a transaction. I am having transactions come in under the wrong location from Acuity and need to edit the location so that it is transferred to the correct location bank account. 

[Mawdrin]

Another reason why this is VERY important to me (and I am sure others) for backdating a sale, is because I have my items at a shop.  I get my records at the start of the following month.  I would love to be able to record these backdated sales to keep my records up-to-date with Square. 

This is the only way I have been able to sell my items, especially as craft shows are not happening because of Covid.

Please, please implement this.  I still don't get how this is fraudulent activity.  It is more fraudulent that I can't record my proper sales.

Thanks!

[Loyalsquareuser]

Hello Square family,

If a team member rings up a sale under a different team members code. Is it possible for an administrator to edit the team member on the sale?

[Kassi_]

Hey there, @Loyalsquareuser - 

Welcome back to the Community!

Once a sale is complete, it cannot be edited in any way. To be able to change the team member assigned to the transaction, you would have to refund and charge the customer again. 

Other sellers have mentioned this as a Feature Request and I am going to add your post to the ongoing thread. 

Thank you! 

[wolveryn]

@Joe and @Chad
You guys at Square seriously need to unclog your delusional paradigms!
It seems this so-called "potential scammer fraud" is non-existent, meanwhile you have a SEA-FULL of weary Square Sellers/Business Owners who  are being punished for this make believe crime, and in the same occurrence are pretty much FORCED to report taxes and incomes to the IRS incorrectly, WITH FOREKNOWLEDGE - now, wouldn't that be an ACTUAL crime? A crime to which you would be accomplices?...
hmmm... maybe you guys should start "considering changes" a lil more seriously! 🤔

[RDHwirework]

I include sales tax in all my sales and then run reports to calculate how much I owe the state. Because of the way sales tax gets submitted in Wisconsin I have a state tax rate and a separate county tax rate for each county. At a recent show I did not have the county tax rate enabled. Is it possible to go back and add the included sales tax now after the transaction is completed so the reports will be accurate?

[sfortson]

I entered a transaction for 2 batch sales we did (one batch sale was done in March, I didn't create an Invoice and forgot to enter the sale transaction at that time......second batch sale was done in May and I created an Invoice).  The transaction item I entered included both Gross sales totals for the 2 batches and was before the Invoice for batch 2 was paid.  When the vendor paid the Invoice, the Gross sales total showed up again.  Now our sales numbers are off due to the add'l recorded payment for batch 2.  Is there any way for me to Edit either the transaction I entered or the paid Invoice transaction to have the extra sales payment deducted from our sales numbers?

Our vendor says they pay us when they pick up our product whether we Invoice them or not, but seems it would be best for me to Invoice them each time since the sales will record when Invoice is paid, instead of me manually entering a sales transaction.  Would that be a fair assumption?