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.