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? 

[Tara_Chantelle]

This is ridiculous and going to be the reason I find another POS. It is not about scammers or fraud if your customers are asking to show actual (TRUE) payment dates!

Ex. I accept cash for appointments I had previously scheduled on square. If I get busy and do not tender cash payments through square (June 30th) and today (July 2nd) I want to tender it out under the appointment for (June 30th) then it's going to tender but actually put that income into today (July 2nd). For personal reasons I'm being asked to print my POS to provide monthly income.  Due to your system (even though appointment was already set and completed in June) it's going to look like I made less then and more this month. It will not align with my actual payment dates. Nor will it align with my monthly income vs expenses. Had I known this was an issue I would have never used your system. I need monthly payment proof so I need to make sure I backtrack and tender the cash payments into the correct month. Otherwise your system is pointless and I can manually do everything myself and avoid extra fees. 

If your company is concerned with fraud then look into putting limits on payments made within a different year, refunding payments, or removing previous appointments. 

Make a way for your company to verify and approve it. Anything besides screwing over customers who pay you to use your system. 

Someone obviously isn't going to scam themselves by tendering out a payment on an appointment that was established in your system a month in advance. Most people try to hide income not add income so again, this is ridiculous.  

[174]

Can I edit a payment transaction.  I cleared an open invoice a month after I was paid and wish to put that sale in the correct month and year  that I was paid?  Any way to go in and edit the dashboard so that I can have accurate data per month and year?

[Helen]

 This reply was created from merging an existing thread: “Can I edit a payment transaction. I received payment last month for an invoice but had not cleared”

Hello @174! I merged your question into this thread so you can see Chad's Best Answer above. You can refund the invoice, but it won't be possible to record it on another date in the past. 

[May]

This reply created from merging an existing thread: "Can you back date a cash transaction that you forgot to enter" The author has been notified via email.

At a recent consumer trade show I forgot to log 1 cash transaction.  Is there a way to go back and enter it?

[luxcrafter]

We have a one-off custom item business.  During a busy sale period it is not uncommon, using the smartphone Square POS app, to forget to add or not have time to add information related to the item(s) sold, e.g. pattern or other distinguishing items to assist in stock control later.  Sadly the sales receipt/transaction is locked after payment, making such impossible.

How about adding the ability so save a comment with a transaction that can be entered at any time using either the smartphone or the Dashboard?  

[EJ_]

Hi @luxcrafter

I've moved your post to this existing thread, as there isn't a way to add or remove any information from a transaction after the sale. This includes adding notes to the payment itself. 

We don't have any plans to implement this at the moment, but try creating a customer profile for the person that put in the order, and add notes to their profile including the date of their order and the order specifics that might've been left out of the sale. 

You could also look into customizing your item library and using the modifiers and item variations so that the specifics about an order are required before getting to the checkout screen. 

[luxcrafter]

First, many customers are one-offs and don't give info.  And that was not the question or issue ... that being, during a busy show it is sometimes necessary to go back to record tracking information that was skipped during the transaction.  A simple memo field associated with the sale, not the customer, is what is being requested, so this can be recorded.  It does not have to alter the transaction record, just be linked to it.  Seems like a simple and resonable request!

R

[EJ_]

@luxcrafter Notes that are associated to a transaction are unfortunately treated as detail about the payment itself. Being able to edit or add details to a payment after it's already completed is still not something that we've had any movement on thus far, but if this does change I'll be sure to update everyone. 

[HeatherADempsey]

Adding the ability to edit a transaction would be extremely helpful.  I am often hurried while checking clients out and forget to select the proper location or I enter as a cash sale but would like to go back and select the specific items to track better.  I see the comments that there is no plan to implement any change, but I wanted to throw my request to do so as well.  It would make life much easier and more organized for the businesses you serve.

[BRAIDSBYBEE]

Hi, I have read thru your threads from back to 2016 we are now in 2018 and we still have same problem.  My issue is I started off with Your booking appointments system not the POS.  I later discoverd how much more Square had to offer after being forced to convert from Book Fresh to Square Appointments.  I was getting payments thru another POS and have many options.  Now its tax season and I need to report the accurate information.  I notice I went back to begginging of year and all my appointments I had to close them out (check out) I took my time and started doing it but it is all registering client paid today.  So I just did 3 months of check outs to realize that its registering payments recieved in wrong month.  Although I understand you have reasons to avoid issues.  But our issues are not being resolved as well.  When running a small business, your the laborere, accountant, manager, maintenance, secretary every position so I find myself doing my numbers always at the end of the year. Especially if the customer pays cash we don't take the time to create a POS when they are already in system as an appointment.  You offer the option to create Reports on our Square account but how are we to create accurate information when system doesn't allow us to go back and correct this error.  Please let me know how I should proceed  I have 7 more months to process.  I just started using POS maybe in the middle of the year.  So those payments are accurate but sometimes I do enter clients information later when I have time.  

[VanKalkerFarms]

there is nothing you can do if you have 10 months of unentered sales to backdate them, sales must be entered at the date they happen if you want to use the POS for accurate data and reports.  any sales entered today will be entered into the transaction log as having happened today.  you will have to use your paper sales log that you are using to enter sales into Square for your tax purposes until you are entering sales at the time of sale.

[BRAIDSBYBEE]

I Realize this after I already entered all transactions.  Now how can I go back and correct this issue.  I am so upset at myself so now my numbers are all  messed up showing I made over 100,000 for this year and these are transactions from last year.  How do I correct this issue.  DO I have to shut it down and start over>>> ??? HELP please?? 

[VanKalkerFarms]

you could refund all the transactions, but I would say you are honestly better off starting fresh and entering only this year's sales.  the dates will be wrong as all sales will show as the day you entered them but from now on out you will be right.  refunding all the transactions will just make a mess.

[stellar]

Quickbooks can date the actual sale to the date it occured even in the past. Square, we are not scammer we are paying cusotmers. Why not add this functionality. This really means you do not turst the people that pay your bills, monthly fees for using your services in good faith. 

All major accounting and merchant systems allow back nad forward dating of invoices and payments. THis is especially god for errors during bank im[ports and other API transactions that may occure end of month and need to be accured properly.

Please consider to add this functionality. Verify the company / customer, mkae us pay more, what ever, just do it. it a joke not to have this. Otherwise every year we are off with invoicing that is manual or checks or cash. If you cant add this I wil be working on switching over to Intuit quick books and their payemnt systems. AS it is harder, but more robust and more widely used. Everything we do ends up in quickbooks for bookeeping and acounting 1099, I guess if this feautre is not added we wil make the switch and leave square.

[BeachEmbroidery]

I have read thru this thread but wondered if you can change the catagory of an item that was just rung up under a 'custom amount' not an actual catagory/item selected?  With having transactions that don't have a catagory/item attached to the dollar amount and it's throwing off my reports.  Also is there a way to turn off that feature of ringing up an item without a catagory(custom amount)?  I understand having that custom amount feature is on there but I would like to turn it off so my assoicates HAVE to pick the catagory/item to ring up an item for a sale.

[EJ_]

Hi @BeachEmbroidery

Unfortunately there's no way to edit the category of an item sale after it's been completed, nor is there a way to turn off the ability to ring up Custom Amount sales. 

That is an interesting request, so I'll definitely raise this to our Payments team.

 While it's not on our road map at the moment, we'll definitely let everyone know if this changes. 

[Coffeeandhair]

This comment was merged from: "how can i change the employee who collected money to another employee?"

All our employees have their own employee numbers. when they check out a costumer they have to put the numbetr of the employee who serviced the costumer that way we can keep track of tips. Some times the fron t desk forgets to put the employees number and they put their own number. How can i go back and change the employee alictaed to the transaction that way the right employee gets their tips?

[Chad]

Hello @Coffeeandhair, welcome to the Seller Community! 

I went ahead and merged your thread since a similar question was already asked. Currently we don't offer the ability to edit transaction data after the sale. This includes editing which employee accepted the payment. 

[dherlihy]

I see from other threads that it is not possible to backdate cash transactions. And there are no plans to add this feature. I own a very small business. I'm just figuring out square now after having used it for a few events. I didn't know how to record cash transactions. Now that I know how, I would really like to enter those transactions in the past. Not being able to do so renders Square useless to me forever as a tool to keep track of all sales. It's really disappointing. I will continue to need to use an excel spreadsheet. Not entering a few transactions correctly at first makes it impossible for me to rely on it now. ... Since I can't do it on my own, is there anyway I could work with tech support to enter some of those cash transactions with an old date?

[puka]

Hi @dherlihy - I've merged your post with this thread to keep all the posts on this topic together. Unfortunately, we're not able to backdate transactions on our end either.

[Addie1]

Hi, one of my staff members entered the incorrect amount in "actual in draw" and proceded to end the day on the register. I was wondering if there was a way I could go back and fix this?