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.