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Delete an invoice or receipt

Who can use this feature

  • Owner (for all transactions)
  • Admin (for all transactions)
  • Member (for their transactions)

Step-by-Step guide

⚠️
Deleting a file is permanent. Once deleted, it cannot be recovered. Make sure to download a copy before proceeding. See Download an invoice or receipt
  • In your portal, locate the transaction that contains the invoice or receipt you want to delete.
  • Click the transaction to open its details.
  • Scroll below the Upload your invoice and receipt section.
  • Click the Delete Icon () next to the file you want to delete.
  • Click Yes, permanently delete to confirm the file deletion.
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Related help article

View all account transactions

Upload an invoice or receipt

Download an invoice or receipt