Delete Transaction

To delete completed transactions, please follow these steps:  

1. 🏠 Navigate to the Homepage and locate the Quick Actions section.
2. Click on “Completed Transactions.”
3. Hover your cursor over the transaction you wish to delete, and click on the ⋮ (three-dot) icon that appears.
4. From the dropdown menu, select “Delete Transactions.”
5. A confirmation dialog box will appear.
   You can choose your preferred communication channel to notify the client:
    • SMS (for Indian clients): A link to the subscriber’s CONNECT page will be shared for PDF receipt download.
    • Email: A receipt with payment details and the invoice in PDF format will be sent.
    • CONNECT App: A notification will confirm the payment; tapping it opens the CONNECT app page.
    • WhatsApp (if integrated): The receipt and PDF invoice will be sent to the user’s WhatsApp for easy access.
   
6. 🗂️ Click on “DELETE” to confirm your action.

⚠️ Note:
Once deleted, the amount will be shown as pending against the client.

Delete Multiple Transactions 

1. 🏠 Navigate to the Homepage and locate the Quick Actions section.
2. Click on “Completed Transactions.”
3. Click on the checkbox to select all clients.
4. You will now see the Action button appear in the top right corner. Click on it.
5. From the dropdown menu, select “Delete Transactions.”