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.

[fadeddecade]

I had someone accidentally charge a cash transaction for $1 Million on my POS. I already marked it as an accidental charge but is there a way to remove it from my system, it's throwing off all of my numbers ex. average customers sale... if i can't remove it is going the throw of my numbers for the entire year.

[AshleyK]

Hey! Welcome to the Seller Community! This is currently a feature request we are tracking. The ability to delete data from reports is likely something that will take a long time to be released as there are lots of red lines we need to cross and security features we need to double check before we allow that to happen. For now, I have merged your request with an existing thread so we can keep all the feedback in one place. Thank you!

[flyboy811]

I've posted transactions to a client that I need to delete. How do I do that?

Thx

[Susan12]

I'm trying to add books to our Square store. I see how to use Category for the type of book, but I need to add an author field (and ideally a publisher and publication date field). How do I do this?

[AAMC]

Is there a way to cancel or reverse a transaction in which all items were entered as comp (given away)? Trying to do this because we entered two transactions for the same complimentary items, which affects our inventory records in Square. I would like to reverse or cancel one of the transactions. But because there was no payment involved, "issue a refund" is not an option when I open the transaction.

[Hammerheating86]

Hey all, so long story short . I somehow created a transaction for about 900k from my pocket . It shows my gross sales to include this 900k rediculous transaction. Is there a way to delete this? None of my customers were charged . In fact it does show any type of payment . I've tried going into my dashboard but it seems I can't do anything from there.

[AshleyK]

@Susan12 I've merged your post with an existing thread that will help answer your question. Right now you cannot have more than one category assigned to an item so you may want to consider using Variations to include Authors. 

[AshleyK]

@AAMC I've merged your post to an existing thread to help answer your question. You won't be able to cancel or reverse your transaction, but you can manually adjust your inventory to match this second transaction. 

[AshleyK]

HI @Hammerheating86 I've merged your post with an existing thread that will help answer your question. You cannot delete a transaction at this time, unfortunately. 

[Susan12]

Well, I tried your suggestion, and got some bizarre results. Given a book with the title "Alexander Hamilton", I added a Variation named "Author". What I got was a second item/variation with the title "Author". This is, sorry to say, not what I wanted. I don't think adding more fields should be so hard.