> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aiinsurance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Delete Files from Invoice

This guide explains how to remove files that have been attached to an invoice transaction.

## **Overview**

When you need to remove files from an invoice, you must be in edit mode to access the delete functionality. This ensures that file deletions are intentional and properly tracked.

## **Step-by-Step Process**

### **Step 1: Navigate to the Invoice**

1. Go to **Financials** in the left sidebar
2. Navigate to the **Transactions** section
3. Find the invoice that contains the files you want to delete

<img src="https://mintcdn.com/aiinsurance-1ef97d09/DD27aB51wrzBU_TG/financials/invoicing/images/invoice-file.png?fit=max&auto=format&n=DD27aB51wrzBU_TG&q=85&s=54b0a7a75e057c17d9e1019921c55081" alt="" width="2876" height="1070" data-path="financials/invoicing/images/invoice-file.png" />

### **Step 2: Enter Edit Mode**

1. Click on the **Actions** dropdown menu for the invoice
2. Select **"Edit Transaction"** from the dropdown options
3. The invoice will now be in edit mode

<img src="https://mintcdn.com/aiinsurance-1ef97d09/DD27aB51wrzBU_TG/financials/invoicing/images/edit-transaction.png?fit=max&auto=format&n=DD27aB51wrzBU_TG&q=85&s=5b79d1a8c8642b4c4e392df80b0d9bc6" alt="" width="2530" height="1120" data-path="financials/invoicing/images/edit-transaction.png" />

### **Step 3: Delete Files**

1. Once in edit mode, you'll see a **trash can icon** next to each file name
2. Click the **trash can icon** next to the file you want to delete
3. The file will be removed from the invoice
4. Repeat this process for any additional files you want to delete

<img src="https://mintcdn.com/aiinsurance-1ef97d09/DD27aB51wrzBU_TG/financials/invoicing/images/delete-file-invoice.png?fit=max&auto=format&n=DD27aB51wrzBU_TG&q=85&s=e522a004a8252af57ba1ddb9acd0e818" alt="" width="2564" height="1246" data-path="financials/invoicing/images/delete-file-invoice.png" />

### **Step 4: Save Changes**

1. After deleting the desired files, click **"Save Changes"** to confirm your modifications
2. The invoice will be updated and you'll exit edit mode
3. The deleted files will no longer be associated with the invoice
