How to delete documents? (Individually OR in Bulk)
If you no longer require a document, there are two primary methods to delete it:
Individual Deletion
Bulk Deletion
In this article, we will discuss how to delete invoices. You can follow the same process for deleting Quotations, Invoices, Proforma Invoices, Payment Receipts, PayOut Reciepts, Sales Order, Purchase Order, Delivery Challans, Credit Notes, and Debit Notes as well.
Navigate to the Document Dashboard > Select the document you want to delete > More options > Delete:
Once you click on delete, the following pop-up form will appear, click on “Continue to Delete.”:
When you click on “Continue to Delete”, you will be asked the reason for deletion:
Mention the reason, tick the confirmation box, and click “Delete Permanently.”
That’s it! Your document is successfully deleted.
If you want to delete multiple documents at once, you can do so with bulk deletion.
Before proceeding, select the number of documents you want to see on a page from the “Rows per page” dropdown:
Once done, select the documents you want to delete. You can either select documents one-by-one by selecting them individually, OR you can do Bulk Selection from the “Bulk Select” checkbox:
Then go to the “Bulk Action” drop-down and select “Bulk Delete”:
When you click on “Bulk Delete,” you will be asked the reason for deletion:
Mention the reason, tick the confirmation box, and click “Delete Permanently.”
That’s it! Your documents are successfully deleted.
In case you still have questions, reach out to us at care@refrens.com or contact us on live chat support for quicker assistance!
Individual Deletion
Bulk Deletion
In this article, we will discuss how to delete invoices. You can follow the same process for deleting Quotations, Invoices, Proforma Invoices, Payment Receipts, PayOut Reciepts, Sales Order, Purchase Order, Delivery Challans, Credit Notes, and Debit Notes as well.
1. Individual Deletion
Navigate to the Document Dashboard > Select the document you want to delete > More options > Delete:
Once you click on delete, the following pop-up form will appear, click on “Continue to Delete.”:
When you click on “Continue to Delete”, you will be asked the reason for deletion:
Mention the reason, tick the confirmation box, and click “Delete Permanently.”
That’s it! Your document is successfully deleted.
2. Bulk Deletion
If you want to delete multiple documents at once, you can do so with bulk deletion.
Before proceeding, select the number of documents you want to see on a page from the “Rows per page” dropdown:
Once done, select the documents you want to delete. You can either select documents one-by-one by selecting them individually, OR you can do Bulk Selection from the “Bulk Select” checkbox:
Then go to the “Bulk Action” drop-down and select “Bulk Delete”:
When you click on “Bulk Delete,” you will be asked the reason for deletion:
Mention the reason, tick the confirmation box, and click “Delete Permanently.”
That’s it! Your documents are successfully deleted.
In case you still have questions, reach out to us at care@refrens.com or contact us on live chat support for quicker assistance!
Updated on: 04/06/2025
Thank you!