Downgrade or delete a Hubdoc organisation

Overview

• Downgrade a Hubdoc organisation to stop paying for it, or delete it to permanently remove all data and documents.

What you need to know

How it works

• You can't merge two Hubdoc organisations into one, but you can downgrade or delete any unwanted organisations. 
• Deleting an organisation permanently removes all data and documents from Hubdoc. You can only delete an organisation if you’re the organisation owner or the person who set it up.
• Hubdoc organisations can only be deleted individually, they can't be deleted in bulk.
• If you don’t want to delete an organisation, you can downgrade it or remove it from your list of organisations.
• Downgrading puts an organisation into a read only, non-paying state.
• If the downgraded organisation is attached to your Hubdoc login credentials, you can still access it. If it's not attached, you lose access to the organisation.
• If you’re an accountant or bookkeeper, you can remove an organisation from your organisations list. This removes your access to the organisation, but the client can still log in and access their documents.

Downgrading your own Hubdoc organisation

• You have read-only access to existing documents in the organisation.
• You can still upload or email new documents into the organisation, but no data is extracted from them.
• Any documents added while it’s in a non-paying state go straight to the Archived tab. When the subscription is reactivated, these documents need to be added again in order to go through the extraction process.
• You can’t publish any transactions to your cloud accounting software.

Downgrading a client's Hubdoc organisation

• When you downgrade a client’s organisation, you're removed as a collaborator and your access to the organisation is removed. The downgraded organisation will no longer show on your Hubdoc subscription invoice.
• The client can still log in and access their documents. They can upload or email new documents into their organisation, but they won’t be able to extract data or publish documents.
• If you set up the client’s organisation and it’s included in a Xero subscription, you can’t downgrade it, but you can remove it from your organisations list. If you don’t have the option to delete or remove the organisation from your list, you need to remove yourself as a user from the organisation.

Disconnecting your Hubdoc and Xero organisations

If you disconnect a Hubdoc organisation from Xero, the Hubdoc organisation is effectively downgraded and is no longer included in the Xero subscription.
If you don’t add payment details to your Hubdoc billing account within 15 days of disconnecting Xero, your Hubdoc organisation is put into a non-paying, read only state.
In order to extract data and publish documents, you need to add payment details or re-connect it to Xero.
If you add payment details, you’ll receive a separate invoice from Hubdoc directly.

Downgrade or remove an organisation

Downgrade your own Hubdoc organisation

1. Log in to your Hubdoc organisation.
2. On the dashboard, click the settings icon in the top right hand corner.
3. Select the Billing Information tab.
4. Click Downgrade Account.

Downgrade or remove a client’s Hubdoc organisation

1. Log in to your Hubdoc practice organisation.
2. On the dashboard, click the settings icon in the top right hand corner.
3. Select the Billing Information tab.
4. Under Client Subscriptions, next to the client organisation, click Downgrade or Remove.
5. Click Confirm.

If you don’t have the option to remove the organisation from your list, you need to remove yourself as a user from the organisation.

Delete an organisation

You can delete your own organisation, or a client's organisation that you set up.

1. Log in to the Hubdoc organisation.
2. Click the settings icon in the top right hand corner.
3. Select the Organization tab.
4. Click Delete Organization.
5. In the Delete Organization window, type the organisation name as shown.
6. Click Delete Organization.

What's next?

If you’ve downgraded an organisation and you want to add new documents, you need to add payment details.