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.

[Chad]

@tbures, welcome to the Seller Community and that is a great question! 🎉

So the customer will not receive notification of the refund, but you can send them an updated receipt. The updated receipt will be green and display the amount refunded. To issue a new receipt from your Square Dashboard follow these steps:

1. Select the Sales tab on the left side of your screen.
2. Then select Transactions in the top right.
3. Click on the desired transaction 
4. Then click send receipt at the top of the pop up window. Then you will enter the recipients email address.

I hope this helps answer your question! 😃

[Piersv]

I couldn't agree more. Same problem as everyone else on this studiously avoided list.

I can only assume none of the company members have been in the retail business. My suggestion to Square staff? Go into a supermarket and watch what happens when a checkout staff member makes an error. A supervisor comes across and uses a key, or enters a code, to void the transaction.

Really not hard to implement an override password known only to the owner. Level 1 programming, really...

[CoastalSwapmeet]

I have exactly the same issue as many others in this thread.  I have 3 "practise" transactions that I want to delete and don't seem to be able to.  This shouldn't be a big deal to fix so why hasn't it been?

[DrewJohnston]

 I agree you should be able to modify your transactions to how we want/need. Maybe even make it that 'only' an administrator account can do it, while you has clerk employee's who can't do it with their role/permissions.

The fact that you test it out set everything up, you're left with rogue transactions before your get setup and going. Refunding them is great for getting back to a normal balance. However those amounts still appear on sales. It is very confusing when ringing off a daily total.

Wish there was a simpler way, like actually removing the accidental transactions. It's like a Cash register with no Void button... WHY?

[DrewJohnston]

This sounds like a cop out sort of. Make account/employee permissions and only the 'Admin' have access to editing transactions. That way clerks can't fix it, but the owner could. Either way the reporting system has issues as it includes refunds, and always keeps them in the total sales.

[DrewJohnston]

Seems like there could be an easier fix, since so many people are requesting it, there seems to be a problem somewhere.. Wish it were being fixed.

[Leah]

I don't need to process a refund. I entered too many zeros.  I need to void the amount and start over.

[DownHomeMarket]

Adding my unheard of unwanted please to this thread. Please add this simple feature to your software. Such a great program to be missing this basic feature.

[Chad]

@DownHomeMarket, thank you for the feedback. I will make sure to pass it along to the product team so they can continue to take a look at this feature request. If anything changes I will make sure to update this thread.

[allignatius]

Please add my name to the long list of Square users clamoring for the ability for the owner of a business to delete transactions, edit notes or item names on transactions, and for refunds to be acknowledged in inventory and sales reports. It's dismaying to say the least to see these problems, which I am just encountering as a new business owner who has chosen to use Square, have existed for several years and the developers of the product seem resolute in their refusal to correct the problem or explain why they won't.  I'm still being courted by sales staff from rival POS systems, and this apathy to user concerns really makes me want to cut my losses and head over to Revel or Shopkeep, neither of whose systems have this problem.