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.

[GordoNotRound]

Seriously. I started the refund process . . . but it wants to do something about getting funds out of my bank account, and yet I never received cash, that Square now thinks I did. Nope. It looks too much like the more you try to fix it, the bigger the problem is. I'll just have to keep track and NOT receive future funds until it's all in balance. That's not a good management approach. 

[LeeMaple]

Wow, I should have went with Lightspeed POS.. I can't believe that correcting a simple entry mistake is in no way possible.

[picout1]

George. This is the most popular feature request I see listed. Don't you think this would take top priority? It looks like there are some of your customers recommending other POS systems that currently have this functionality. Seems like an easy fix and a great way to show us your team cares. 😀

[TheAlderman]

I'm glad I only did one test transaction but like everyone else here, I feel ripped off by Square. I'm a software engineer by trade and am setting Square up for my partner. I've never seen a system so poorly thought through from a "testing and training" perspective.

[mbjust]

That still hasn't changed till today. I had my first sale with square today. I started the procedure, and than the clients card didn't work and I couldn't finalise the sale. What to do now? How do I delete the data in my square reader?

Marta

[nika]

Our readers don't store data @mbjust. You can find transaction info on your Dashboard. 

[DickV3636]

I sold a piece of equipment and used Square Invoice to collect the payment.  Is there a way to exclude that transaction from dashboard reports as it was outside my normal operations and tends to skew the reporting?

[JustinC]

Right now, there isn't a way to alter reports to exclude certain transactions. 

@DickV3636

[EnbyBabyStore]

I have a couple transactions that were processed as "zero dollar" transactions - they were paid in cash, but the "cash payment" feature wasn't working.   

 I need to void or delete those transactions, so that only the actual transaction remains, but I can't find how to do that? 

 Also, I can't figure out how to open a cash drawer on PC for virtual terminal - I used to be able to do this but can't anymore?   Without an open cash drawer, I can't apparently choose "cash payment" 

[_Violet]

Hi @EnbyBabyStore - I see this is your first post in the Seller Community so I'd like to officially welcome you! 🎉👏

I went ahead and merged your post to an existing thread where other Square Sellers have discussed this topic as well. We merge duplicate conversations together to keep like comments in one place, and to make it easier for others to find the thread in the future. Please see the reply from one of our Community Moderators, @isabelle, which has been marked as the Best Answer to this question ✅

As for your question about Cash Drawers on the Virtual Terminal, I'm going to consult with the Virtual Terminal Product Team on this to get the best answer for you. I'll reach back out to you here once I've gathered more info!