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.

[mafalzon]

This feature needs to be put in. 

Square, you're a tool, not my mother. I don't care whatever reason you have not to include this feature. I tested with dummy products with cash and now I have "sales" that show up in my analytics.

Fix this.

[nika]

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

[TheVaultHealth]

I was just testing out the system and ran a card.  I just want to completely cancel it out. 

[Valentina]

Hello @TheVaultHealth - I went ahead and merged your post with an existing thread, as this question has been asked here in the Community. We don't offer the ability to delete or cancel transactions. I recommend refunding this transaction if you'd like to return the funds to the credit card you ran.

[nlb_josh]

Has anyone thought of using a dedicated location for training/testing? You can easily filter transactions by location on the dashboard. We are new to Square and that is what we are considering, so wondering if anyone else has tried that.  

[christiangirard]

I made a mistake and I have add a payment to the wrong consumer. I just want to delete that payment but I cant fond how ... 

Sorry for asking such a really basic question in professional  forum ... 

[Valentina]

Hello @christiangirard - this question has been asked here in the Seller Community, so I've gone ahead and merged your post with an existing thread.

You will not be able to delete or cancel payments. I recommend processing a refund for the payment accepted under the incorrect customer name, if you'd like to record the payment under the correct customer's name.

[julienemy]

Hi Justin!

I did two test transactions on the Square app. I made some researches and I learned that I cannot erase those transactions... Is there a way to "rename" those two transactions on the Square dashboard? 

Thanks again Justin for all your help! 😉 

[JustinC]

Nice to hear from you again @julienemy! Sadly there isn't a way to name a transaction. If you're looking to delete a payment, your best best is refunding the transaction so your books are balanced. but you can refund them. 

I moved your second question to a more relevant thread

[SCK]

I have a question for the community. I totally understand that deleting a transaction can look bad. In no way do I want to delete the original transaction, but what about one done in error. I did just that, this morning, when I recorded payment for a customer thru the appointments app, then printed it out. Well, I had forgotten and then sent the customer a receipt thru the Estimates app showing that she paid the invoice. Twice! (This is beside the point, but I don't like that Estimates/Invoices don't sync together when scheduling. At least have options.) I look forward to hearing your thoughts and advice on how to correct this. Because it will throw my books off. Thanks All!