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 ⋮ icon that appears. 
4. From the dropdown menu, select “Delete.” 
5. A confirmation dialog box will appear. You can choose your preferred communication channel to notify the clients: 
– SMS (for Indian clients): A link to the subscriber’s connect page will be shared, allowing them to download the PDF file. 
– Email: A receipt containing payment details will be sent, along with the invoice attached in PDF format. 
– CONNECT App: A notification will confirm the payment details. Tapping on this notification will direct the client to their CONNECT app page.
– WhatsApp (if integrated): The receipt, including payment details, will be sent directly to the user’s WhatsApp account, accompanied by the invoice in PDF format for easy access and record-keeping. 
6. Click on “DELETE” to confirm your action.  
 
Once completed, the amount will be updated to show as pending against the client.