Keeping your document list organised helps you stay focused on what matters. If you have invoices that are no longer needed, you can delete them from your folder. Deleted documents are moved to the Trash, where they remain accessible for 45 days before being permanently removed.
To delete your invoice, just select the document that you want to delete, and then press the 'Delete' option.
Note: 'Delete' option appears on the screen only when the documents are selected.
You can also delete invoices by opening them up and clicking 'Delete' in the 'Actions' button.
The deleted documents disappear from your Inbox and go to Trash.
Note: If you delete some documents in error and you want to restore them, follow the same steps. For the documents in Trash, the option 'Undelete' pops up. Please remember this can be done only within first 45 days from when you send documents to TRASH.
All documents sent to TRASH will be permanently deleted after a 45 day safety period.
If you want keep your documents, please use our 'Invoice ARCHIVE' feature.
There is also an option to mass archive your documents.
How do I delete an archived invoice?
There are two ways how to delete an invoice from the archive
Option 1: Delete from the list view
Go to the Archive tab.
Select the invoice(s) you want to delete.
Click Tools.
Select Delete
Option 2: Delete from inside the document
Open the archived invoice.
Click the menu (three-line icon) in the top-right corner.
Select Delete.
