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.

[ACME]

I'm wanting this feature as well for training purposes. Thanks. 

[HabitsCoffeCo]

Hmm, I just set up Square for my mobile food business and had to do some quick training for an employee I hired at the last minute. Quite a disappointment reading the threads that these test transactions can't be deleted or somehow a test mode can be activated. Before my business is in full swing I'm hoping to find something else besides Square. Maybe the Product Team is on a long vacation. Too bad they are not listening to their customers.

[DrewJohnston]

I know right! the fact that you can't control or clear up those test transactions is ridiculous. I bought the Square Stand to use them as my payment processor, I have since sent that back (Amazon) and looking at other venues that allow you do control your transactions like all of the problems mentioned above!

I am about to be lost as a square customer forever and about to switch to 'DreamPayments', they seem to listen to their customers. Have an awesome one time fee for their mobile/handheld payment processor that includes Tap as well for $99. WE WANT THIS FUNCTIONALITY, COME ON SQUARE!

[Sean]

Hi @HabitsCoffeCo & @DrewJohnston. To get going, thanks for taking the time to share your feedback. It definitely sounds like not having this functionality is a very painful feature gap. Let me assure you that these comments are not going ignored - your feedback is invaluable. As for a timeline for this functionality, that's not something that I can offer at this point. Have y'all considered setting up an account just for training or testing? Square accounts are free and you can have as many as you'd like. Having said that, I'll definitely continue to funnel your comments, as well as the others, to the team that would be responsible for building this functionality. To get a better idea of what that process looks like, I'd suggest checking out this thread. 

[DrewJohnston]

Would have been useful to know that before you go through and setup your whole business and then have transactions you can not remove. I have already set everything up and moved forward. This has been a feature that has been lacking for some time. I will give it a litle bit longer, if nothing changes I am gone as a customer.

I just can not fathum the idea of not being able to accurately reconcile my business finances because of stupid transactions that you can't label to not even appear as net sales, But we will see.

[myersbw]

Ok, this is getting ridiculous, "Sean" (if that's your real name??)  You've been making a lot of money off of us for transactsions, yet seem to NOT be putting money into the resolve of a very simple programming change...i.e. add a 'void or delet transaction' button.  

We often test a transaction, however your app is lacking and we expect you to tell us WHEN the feature will be added...that that "many want it".

I live in a world of programmers.  My guess is you're outsourcing work to a programming team and you're living fat off the capital and NOT investing in feature updates.  

Sove this problem soon or likely we'll all take our business elsewhere. To a company that really appreciates it's users and invests money back into the app for improvements!

[EJ_]

@myersbw We hear your frustration with this. However, while we're able to give general information about our road map and what features our Product Team is currently tracking, we're not able to provide exact dates or specific information about product updates until they're fully released. 

Like Sean mentioned above, you can view the existing thread within the community that outlines how feature requests work and how seller advocacy is one of the biggest drivers of product changes. 

You can also reference the many feature request threads in the community that end with an update informing everyone that the feature is now fully available. 

We try to be as transparent as possible when it comes to product updates, so hopefully we can get an update for you all soon and thank you for being patient with us 👍🏻

[haldi]

The "refund" solution would be a great workaround, except you can't "refund" $0 transactions. It would certianly be useful to either remove these transactions as needed, or find a way to mark them for exclusion in reports. 

[SmartyPantsJane]

I, too, would love the ability to delete a transaction! I had an unusual sale during my first week in business and wasn't sure how to handle it. I knew I needed to deposit the check in the bank as soon as possible, and wanted to enter it through my Square to account for it, but I entered it incorrectly and would like to change it, delete it, or correct it.  The ability to correct a transaction would also be helpful for when an employee enters something incorrectly. I REALLY don't want to show this transaction as a REFUND! 

[DiscoverGrace]

I would like to add my voice to this.  Yes - I am aware that it can be "refunded"...but a refund doesnt stop an email from coming with an inaccurate balance in the daily activity.  It is very hard for my financial department to get emails that do not show a refund....but simply show that there WAS a gross sale.  

By Square's own mention...this is a "VERY" popular request from us - the customer.  Would it, perhaps, be time to show the care you have in the voices of the customer?

Thank you for your time.