Can I backdate, edit, or delete a transaction?

Can I backdate, edit, or delete a transaction?

 
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.

4 Verified Answers
Verified Answer

Re: Can I backdate or edit a transaction?

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. 

Verified Answer

Re: Delete a sale record?

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! 

EJ_
Verified Answer

Re: Can you delete a transaction?

@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!

 

Verified Answer

Re: Can you delete a transaction?

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.

351 Replies
Admin

Hey @amoster.

 

Sorry to hear that happened 😔

 

Currently adding the ability to delete a transaction is not on our road map. While these accidents happen, we still can't offer all of our sellers the ability to delete transactions. For tax and IRS reporting, I'm sure you can imagine why.

 

Another request on this thread is to be able to void transactions so they don't show on reports. I don't have a timeline to share on when that may be available or if we plan to develop it. So sorry about that.

 

Thank you for your patience and understanding 

I gave up on Square because it won't allow transactions to be corrected or deleted. I use Stripe now.

Allow to Edit along 5 minutes after data submitted could be a solution. Not a complete delete. That would help A LOT!

I have an issue with this that I need help with. It looks like you still can't delete transactions as of today. I know there is an option to refund transactions but not if they're $0. I have a lot of $0 cash transactions because of memberships we offer where the payment already went through through another payment service. However, we ask our estheticians to ring up the service at full price (e.g. $40), then apply 100% discount so that the transaction is recorded for payroll purposes. If they make a mistake, I can't refund the $0 transaction and my books show $40 in sales that never happened. Please help!

Why does the same product with same sku show up twice on my dashboard? The product was never entered twice.

Admin

Hey @WendyJ

 

Welcome to the Seller Community ✏️ 

 

Can you take a screenshot of this? What browser are you using? 

 

Let me know! 👩🏼‍💻

Yes I can take screenshot. Browser? Browser in Microsoft 10 Pro/ Where do I insert/attach image?

Admin

 

@WendyJ 💫

I do not see

camera option anywhere on this screen. 

02B7C88B-8410-42F5-9409-57863CB45071.jpeg