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.

[dalyskinandbody]

Why can I still not reverse a transaction after it's been completed? I've been asking for this for years, it really messes with the books and client tracking. I just had a client who had a paper certificate, and when I entered it to track it, it closed out the entire appointment for the entire total, but the certificate  was less than the total.. so no way to reverse. Square please listen... This has been an issue for years.

[Bi11ie]

After reading your response, I agree with the inability to delete. However, I would suggest you guys make the test transaction an actual test transaction. Otherwise, I love the APP

[409wax]

 I just "refunded" my test transactions after realizing they were in my gross sales and now I'm negative for the new year but my 2020 report still shows the transaction... going a bit nuts now lol

[TurtleTown]

I have a clothing item with 6 sizes and 7 colors.  I added options for each and it created 42 variations.  This is great.  However, to make it easier for tagging, I want to have just one barcode. When the barcode is scanned, I'd like it to bring up the item and have the cashier select the size and color at checkout.  

Is this possible?

[AdamB]

Thanks for your questions and welcome to Seller Community @TurtleTown.

SKUs need to be unique for variations, so your individual variations cannot use the same one. Are you intending to track inventory separately for each variation? if not you could use modifiers instead of variations so you don't need to provide a different SKU. 

[TurtleTown]

I am tracking inventory for each variation.   Right now, the variations have no SKU.  It's fine if they have individual SKUs.   I just want to be able to use the barcode scanner to find the item.

For example, say the item is a "Skate Lace Hoodie", with 6 sizes and 7 colors.  I can type "skate" into the search bar of the register, it brings up the right item and shows that it has 42 variations.  I tap on it and it shows the selections for size and color.  I tap a color and a size and add to cart.

I want it to do the same thing but with the barcode scanner instead of typing in the search.  Does that make sense?

By the way, it does let me enter the same SKU for all (with a warning), but then when I scan, it brings up a list of 43 matches (the item, and all of the variations).  I'd rather just have it find the main item, and select the color and size on the next screen.

[AshleyK]

@TurtleTown thanks for that description. It would be better to have a separate SKU for each variation - that way the right item is pulled up all the time no matter what. If you don't want to do that, then you will encounter what you're seeing now because it's searching all items with that information, just like when you search by item name. 

I hope that make sense!

[TurtleTown]

I was hoping to not have to have 42 different tags.  Oh well, I will find a workaround.

[TurtleTown]

I thought I had a workaround by just using the same SKU for all variations.  I swear two weeks ago when I was trying this, it included the master item in the result list, and my plan was to just select the master item (ignoring the other 42 things in the list) and then select color/size options on the subsequent screen.  I don't know if I was seeing things or something changed, but now it only brings up the variations.  Ugh.  I can't believe this is so difficult!

[amoster]

I accidently rang up a million dollar sale and it is throwing off all of my reporting.  I refunded it but that does not fix my reporting.  Any ideas how to get the sale and refund voided or remove them from Sales reporting?