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.

[brody]

We had an accidental charge this week of $999,999.99. While we can refund it, all of our Square data is now thrown way off. We LOVE Square for the reporting. I understand that you wouldn't want the ability to delete transactions always available. But this is something that customer support should be able to do for you for mistake transactions like this one. It would take 5 seconds to review it and see that it is a mistake transaction and the delete the record.

[Wrenn3]

My child did the exact same thing, we only use square for mobile transactions when we are not in our brick and mortor will this screw me up? Should I just refund it? Thanks! 

[puka]

Hey @Wrenn3! We definitely recommend refunding it and it should balance your books. 🙂

[vtclare]

Yes, another vote for the void option! not only does this happen when testing but also when the customer changes their mind, or I make a mistake, or a thousand other reasons.

[ctrahey]

This is a silly reason, IMO. Here we are telling you that the numbers are authentically innacurate, and the reason you won't build a feature to help us resolve them is that you're afraid users will make them intentionally innacurate? Yet - we have workarounds that mess with the reporting and effort level for those of us who aren't trying to commit tax fraud becuase Square thinks it's their responsibility to prevent nefarious actors from committing it? 

[TheGlencafe]

Is it possible for me to edit transaction details after a sale has occcurred? There are some cash transactions that I took as practice payments that I would like to remove

What if the sale occured earlier and I received payment at a later date? 

[Callum]

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. 

[claytonwhite]

This reply was created from merging an existing thread: Delete/Void Test Sales

So I did some test sales yesterday and I am trying to find a way to delete/void those sales?

[VanKalkerFarms]

there is not a way to delete any transactions.  you can return them so that there are no financial or item sales but there is not a way to delete any transactions.

[ejbizboz]

This reply was created from merging an existing thread: OPTION TO DELETE TRANSACTIONS

We really need the ability to delete transactions or have the option to set practice/test mode.