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.

[Russell]

Hey @Lyle - thanks for flagging this. 

I think we may be using the same terminology to describe different things. I have never seen the ability to delete (erase) a transaction from your records. 

It sounds like you are looking for a feature related to open tickets (or maybe editing a closed ticket) in a food service business. Can you tell me more about what feature you are looking for?

[MālamaMauiNui]

Please do this.

[douglastonwine]

This reply created from merging an existing thread: "How to permanently remove transaction record?".

How to permanently remove the transaction record?? rather than process a refund.  I don't want the record in square database.

Square: Can you add this option to POS?

thanks 

[roamingrunway]

I agree. My problem is forgetting to hit Split when a customer wants to pay part cash and part charge. I did this 3 times yesterday on an insanely busy day! The frustrations are re-entering the entire transaction which is a huge pain in my business as I sell in several different categories and have to remove all of the items from bagging in order to re-enter them. Then, I have to go back and adjust the inventory on my home computer as it is impossible in the ipad app! Ugh. Even if there would be a "back" button to adjust payment type. Now, my daily sales totals are way off because I kept hitting cash before split. Thank goodness I enter everything separately into Quickbooks for my records. Boy an audit would be hilarious...not.

[douglastonwine]

 why can't square create this simple feature for all user to simply delete the transaction??? 

[Helen]

I'm sorry for the frustration @roamingrunway and @douglastonwine. This feature request is still being closely tracked by the Product Team and I appreciate the time you've taken to share how this impacts your business on a daily basis! If this feature does become available in future we'll update this thread to let everyone know. Thanks again for posting. If you have any other comments or feedback please post again! 

[Keslerscience]

First post here. 

What's the first thing anyone does with a new POS?  Create a dummy transaction.  

Why can I not delete it?  This seems completely illogical.  

Chris

[Dingo]

I too am frustrated. Our sales reports are now way off after a large order was returned. We issued the refund on the transaction and assumed the sales reports would have made the adjustment instantly. We depend on the sales reports to see items sold in each category. We continued carrying on business as normal. It took a while before someone on our team realized the sales reports were inflated because Square never adjusted the sales report totals after the return. We still haven't found a way to correct the reports and now have to keep a shadow system in addition to square just to reconcile everything. Simply ridiculous that the reports won't adjust to reflect returns or mis-entries. An auditors nightmare. Please fix! 

[Hive]

Someone "accidently' entered a charge of $999,999.99.  We issued a refund but can't get the amount out of revenue reports.  THat messes up comparatives, etc.

[VanKalkerFarms]

Unfortunately, there is not a way to delete a transaction. I have the exact same issue that my daughter ran a million dollar transaction. I wish this could be done but I have called in and emailed and talk to many people at square over last 5 years and it can’t be done.