Hey there - sorry to hear about this but glad you sorted it out with your customer. 👍

For situations like this, you will want to refund the original transaction and keep the new transaction. From the Point of Sale app, tap the three horizontal lines:

• Tap Activity.
• Select the payment you’d like to refund (make sure it is the one tendered by check).
• Tap Issue Refund.
• Enter the amount of the refund (in this case, the total).
• Tap Refund.

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.

@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. 

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.

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. 

This isn't about skimming cash sales with my own request, it was about removing several test entries I've input while learning the app soon after getting Square (and before using it on an actual customer)...lol.

We hear you @SmartyPantsJane, @tpmd, and @Dcyphert! I'll share your requests with our Product Team.

Even if we can't promise a feature will be available soon, knowing how it would help your business is extremely useful.

If there are any changes in future we'll update this thread! Thanks for your posts 👍

Thank you, Helen! Appreciate the feedback.

Thanks for the update Helen.  One of the consistent complaints -- and rightly so -- is that these dummy transactions are being put in because new account holders are following the instructions Square has for how to set up your account.  After putting in the transaction, then you find out that you're actually live, it's not just a practice run.  So might I suggest that the simplest and quickest way to address 75-90% of the complaints is to simply change the instructions on how to set up your account, and to WARN people that if they put in what they think is going to be just a test entry, that it's not a practice entry.  It's a very real entry that you'll never get off your books.  Given that warning, I think you'll see a lot of these complaints stop.  There will of course always be the people who need to void a transaction, which for tax purposes, is NOT the same thing as a refund.  A void transaction never occurred because you never actually got the money, and a refund is reported separately as a refund on your schedule C or corporate return.

I would also like to add (to the comment above by @MTSU) one more thing that would help eliminate many of the complaints. If you issue a refund (aka a return), if Square would reflect this change in the inventory, it would be hugely helpful. Not only did I blindly create a sale while going through the set up process, I also accidentally rang up an item that should not have been included in a sale (with a real customer). I promptly issued a refund, but my inventory showed that product as being sold, not returned. I've had to make a mental note of those things ever since, so my inventory count isn't screwed up. 

To @tpmd - perhaps there are some folks who are interested in cheating the system, but I for one, had never even thought of that, and I'm guessing that most of us are honest people who simply want their inventory numbers to reflect what was actually sold, not anything so heinous as you suggest. 

The original question 8 pages ago was "How do I delete a cash transaction?"  Perhaps those that have a more honest inventory question need to be more specific?

You do raise a point, but that first person did say that they ran it as a test, and I still maintain that if one isn't thinking about cheating, then one doesn't necessarily think of wording one's question in a way that indicates that cheating is not one's intention. 

Exactly, MTSU! We're just doing as we're told, and we're being led astray!

Regardless of other complexities, it should be easy to fix the intro instructions and add a warning! Good call 🙂

Hey @RussEdworthyArt - thanks for chiming in! 

I'll be sure to let our Product Team know that you're looking for a training mode on Point of Sale. 

Thanks, Helen! We'll cross our fingers and hope that this issue is addressed to our satisfaction during this tax year.

(The prospect of someone trying to "cheat the system" shouldn't even be a consideration. Cheaters will always find ways to cheat. Period. Bookkeeping and sales records have been done with pencil and paper, in real, actual books, and then in computerized speadsheets for ages. Has Microsoft ever been held accountable because a cheater deleted a transaction in their Excel files? Probably not. Why should Square be responsible for the accountability of cheaters, yet prohibit honest business people from making appropriate changes (especially when they were based on a test run or during a training)?

Again, I look forward to a satisfactory resolution!

@Helen Wow, do you even read the posts you reply to? tpmd is not part of this request and has added nothing to the post. tpmd did little more than troll the original post for not knowing the correct accounting term to use to get the desired result they are looking for.

Hey there @Pkeegs & @aram - 

Thanks for posting to the community. 

I moved your posts to this thread. As you can see - a lot of sellers want to ability to delete transaction history. 

Before my time at Square, I spent many years managing retail stores and have tried many point of sale software programs. I know first hand how complicated trying to fix a transaction error or accidental transaction can be and have wished for this feature myself, however, I have never seen the option to delete transaction history on any program.

Still, I will be sure let our Product Team know that both of you are looking for this feature for your businesses. 👍