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.

[Metroyal]

You know what, this thread is been more than a year since it's started. I don't think this kind of feature will took that long to build. I'm a programmer, so I understand about development time.

The answer of the question always be "We will let the team know about this and bla... Bla... Bla.." which is there is still nothing happen after more than a year. I started thinking that this forum is useless to request a feature. I don't know the actual problem the company have, but I don't think it's a technical problem. Probably managerial problem, something connected with your company plan or something like that. At least you should be honest so people not wasting time waiting for the feature while their business still running. It's not easy to do migration apps to use in the business, if it's started with one apps already, it will be too complicated to move to another.

Its too bad, so much people interested to use this app. But you guys is not responsive with the request that will make the app even more used and recommended by much more people.

Regards,

Your Long Waiting Customer that not use your app anymore

[wwabfm]

My frustration is that if a mistake is made, i.e entering a wrong price or quntity you simply just cannot void and start over.  Or am i wrong about this?

[GeorgeX]

This (KatM's) is the best work-around I've seen, but it is still just that; a work-around. It would be so much easier for us if Square would simply create a "practice" or "test" mode that requires a password to activate. If you did that, you wouldn't need to deal with all these accounting rules about paper trails, because there wouldn't be one! With today's programming capabilities, I can't believe this is not being done!

[Lyle]

Adding my voice here too. I had an employee accidentally close out a $100 tab on one card when she thought she was splitting it. She realized it soon after and then there was no way to simply delete the initial charge and make new ones on the same ticket. We had to issue a refund, tell the customer what happened so they would understand why they might see a pending transaction in their bank account, comp some of their bill for the trouble, and then re-enter in the entire ticket to be able to split the transactions accurately. 

We should be able to delete an accidental charge as if it were never there, and then be able to make the accurate charges. Literally all other POS systems that I've worked with had this ability. Make it happen Square.

[Russell]

Hey @Lyle - thanks for chiming in and thanks for making your first post to the community.

Situations like this are stressful. I have dealt with similar scenarios in both foodservice and retailing. Over the years, I have used many POS systems. I touched on this a little in an earlier post, I have never seen the ability to delete a transaction on any system - including Square Point of Sale. 

Still, an additional option to correct transaction mistakes would definitely be useful. 
I will absolutely make sure to communicate everything you shared here to our Product Team.

[barboc]

It's now August 9, 2017.

[Russell]

Hi @barboc -

Yes, it is true that yesterday was August 9, 2017, though, I do not have an update to share regarding the request to delete a transaction. Further, to my knowledge the ability to delete a transaction is not coming in the immediate future. 

I touched on this a little in an previous post, I have used a variety of POS systems and can say with confidence that I have never seen the ability to delete a transaction. Still, I can understand how an additional option to correct transaction mistakes would definitely be useful and will pass that feedback onto our Product Team.

If you have specific examples of what kind of correction abilities you are looking for -or- features you have used that are similar, please do let me know. 

[Lyle]

NCR Aloha POS allows you to open a closed check, delete the transaction, and charge a new card, all without having to delete/void the items on the ticket. 

[barboc]

Hi Russell. I was able to refund my test trans so all is well now. Thanks for your response.

Barbara

[TeenFit]

This reply was created from merging an existing thread: “Is there a way to clear all trasnactions?” 

Is there a way to clear all trasnactions?  I've been practicing the past few days & would like to clear those "sales" before I open for business...