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.

[Sean]

@Dcyphert @Metroyal - Appreciate the feedback! We'll be sure to pass along your thoughts on this feature request. 

[Sara]

I will join the chorus here and say you need a delete or void transaction.  I tend to be talking to my customer as I'm trying to use the system.  It is easy but as we know "to error is human".  I would get confused so I would process a transaction with an other payment option thinking I could delete or void it later. If I hit the charge button on the wrong item I did not know how to reverse the charge.  It sounds like the refund just messes up the data base.  I will continue to use some mannual system to back up the square since the system is not robust enough to handle true accounting situations.  Sara  Certified Managerial Accountant (Retired)

[EJ_]

@Sara I definitely see the need for a void feature as well. Keep the feedback coming and we'll try and get this improved for you all!

[elisemimms]

I am just trying to delete a transaction from my history, rather than cancel the transaction.

[VanKalkerFarms]

unfortunately you can not delete a transaction once it has been completed.

The best thing to do is refund it so that it cancels out.

Deleteing transactions could end up with employees stealing or other issues.

[Sean]

@VanKalkerFarms - Thanks for helping out with this one. 

@elisemimms - This is definitely a popular feature request. I moved your comments to the thread where we are tracking it. I'll update this thread if this functionality is added in the future. Thanks for posting in the community! 

[EnchantedCakesI]

Couldn't they just make deleting or adjusting transactions only available on the dashboard, so employees don't have access? I agree ,  there needs to be a transaction delete or adjustments option.

[QBJ]

I really think that there needs to be a test mode, or a training mode added.  For each new person that is brought into using the Square account there has to be a way to do training and to practice different functions and then remove them.  I understand the reason for not having a delete for actual transactions - so that employees can't delete a sale and pocket the proceeds, but there are ways to address that, such as only allowing the admin to delete transactions.  Very frustrating.  

[Sean]

@QBJ - This is definitely a request I've heard from many sellers. I'll be sure to pass along the feedback! 

[ReluxSpa]

Agree!!! I just did a fake transaction to test it up. ANd it comes up to not deletable.......... I recommend to develope a delete option in the tab.