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Can you delete a transaction?

How do you delete a completed "Cash" transaction? I ran it just as a test.

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4 Verified Answers
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.

Verified Answer

Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

This is a very popular feature request we've heard from our sellers! While we don't currently offer the ability to delete a transaction, you can refund it.  While it won't remove it from your history, refunding the transaction will balance your books. ⚖

 

You can check out this article for details on how to process refund. Also, we'll be sure to pass along your feedback to our Reporting team. 

239 REPLIES 239
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Alumni

Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

This is a very popular feature request we've heard from our sellers! While we don't currently offer the ability to delete a transaction, you can refund it.  While it won't remove it from your history, refunding the transaction will balance your books. ⚖

 

You can check out this article for details on how to process refund. Also, we'll be sure to pass along your feedback to our Reporting team. 

Message 2 of 240
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Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

If it's refunded will it send a refund notice to the buyer?

The entry was added twice because sending a receipt is more complicated than it should be.

Message 3 of 240
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Admin

Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

@mikesobay — Nope, the app will not send a notice for a cash refund. 👍

 

Sorry to hear about the receipt frustration. Please feel free to reply with any other feedback or insight on how we can improve — would love to surface with our product liaison team. You can also contact our Support Team directly if you'd like. Hope this helps clear things up! 🙂

Message 4 of 240
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Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

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. 

Message 5 of 240
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Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

I also created 3 dummy cash orders this morning, after having 49 actual sales (both credit & cash) yesterday. I was looking for an option in the Square App to delete those 3 dummy cash transactions, but didn't see anything. I ended up issuing 3 refunds instead. 

 

Now my total sales activity for the 2 days is showing 52...It would be nice if the App adjusted that number back to display 49 for the 2 days.

Message 6 of 240
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Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

It's incredible to me that you said, "This is a very popular feature request we've heard from our sellers!" on April 25, 2016. You realize that is 9 months ago. And nothing has happened!

 

And since your post, there has been a continuous, ongoing thread with people literally begging for this feature, with a post as recent as January 28, 2017. (Two days ago.) 

 

When is Square going to prioritize this? You surely must understand by now how many people are struggling with inventory problems and bookkeeping problems because of the inability to delete a transaction. I understand why you would want an employee to perhaps not have this level of privilege but come on. The owner of the company? 

 

Had I known this in the beginning, I would have found another solution, but I spent so much time setting up my inventory in Square, I keep hoping you will fix it. At some point, though, I will move on. As, I presume, will others. 

Message 7 of 240
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Square

Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

@tmeccariello @creatorofstuff - Thanks for taking the time to reach out with your feedback. As you mentioned, this a top feature request we hear that causes a lot of pain for our sellers. This is something top of mind for us, rest assured. I will definitely post in this thread in the future when I hear any updates. Thanks so much for sharing your feedback, it's important that our product teams receive it. 

Message 8 of 240
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Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

No you won't. This thread has been going since 4/24/16 and you keep giving the same answer. What kind of customer service is that? The simple fix of having the refund correct the inventory should have been done, at most, a month after the first post. But go ahead and "pass this on to the development team". 

Message 9 of 240
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Re: HOW DO YOU DELETE A COMPLETED CASH TRANSACTION? IT WAS JUST A TEST ONLY ON THE SYSTEM

Today is Dec. 1 2018.  We have heard this over and over and heard it again today.  Are you guys just stubborn or incompetent, or just don't actually care about customer service??

 

Message 10 of 240
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