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How to Delete an Income Record

Clean up unwanted or incorrect income entries

If you’ve entered an income by mistake or need to clean up duplicates or outdated records, you can easily delete them from your Income Table.

Delete a Single Income Record

  1. Navigate to Income: In the top navigation bar, click the More dropdown menu, hover over Revenue, and select Income.

  2. Open Row Actions: Locate the specific income transaction you want to remove and click the three-dot action menu (⋮) on the far left of its row.

  3. Select Delete: Click Delete from the dropdown menu. The income record will be permanently removed from your table.

Bulk Delete Multiple Income Records

  1. Navigate to Income: In the top navigation bar, click the More dropdown menu, hover over Revenue, and select Income.

  2. Select Entries: Check the boxes next to all the income entries you want to delete.

  3. Delete Selected: Once you select one or more entries, a red Delete (X) button will appear at the top of the table (where X indicates the total count of your selected transactions). Click this button to permanently remove all selected records from your table.

⚠️ Important Notes

  • Permanent Action: Deletions are permanent and cannot be undone. Always double-check your selections before confirming.

  • Associated Data: If an income record has associated payment evidence, attachments, or references, confirm the financial impact on your accounts before proceeding.

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