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.
• The organisation won’t receive any new documents from direct account connections. 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 where the client is the owner, 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.
• If your client created the organisation, they  can still log in and access their documents. They can upload or email new documents into their organisation, but they won’t receive new documents from automated account connections, or be able to extract data or publish documents.

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.