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Account deletion guide

Export data before deleting your account

Last updated: June 26, 2026

Before deleting an Invoice Master account, export each organization you own and download any final PDFs, reports, or uploaded files you need to keep outside the app.

1. Export each organization archive

The app already includes an organization export button. Open Organization settings -> Data Transfer -> Export archive to download the current organization's JSON archive.

  1. Sign in to the Invoice Master app.
  2. Open the organization you want to keep records from.
  3. Go to Organization settings.
  4. Open Data Transfer.
  5. Click Export archive.
  6. Save the downloaded JSON file in your own record system.
  7. Repeat these steps for every organization you own before deleting the account.

The archive is a structured JSON export of organization records such as contacts, companies, products, projects, invoices, quotes, bills, recurring invoices, tasks, time entries, inventory records, dunning records, portal records, and related line items or access records. For a general overview of export workflows, see Data Exports.

2. Download final files and reports separately

The organization archive is useful for structured records. It should not be treated as the only copy of every final business document you may need later.

  • Invoice PDFs, quote PDFs, receipts, statements, or report PDFs you want as final documents.
  • CSV exports from reports where a spreadsheet copy is useful for accounting or tax work.
  • Uploaded files or attachments that you need outside Invoice Master.
  • Records your accountant, bookkeeper, client, or team may need after account deletion.

3. What account deletion does

Account deletion removes active account and workspace data from the app after confirmation. Cancellation or downgrade does not delete data by itself.

Billing records, security logs, provider backups, transactional email records, and subprocessor records may remain for limited retention periods or where retention is legally required.

4. Support playbook

When a user asks how to export data before deletion, support can use this checklist.

  • Confirm which organization the user wants to export.
  • Tell the user to repeat the export for each organization they own.
  • Explain that the archive is a JSON file for structured organization records.
  • Remind the user to separately download PDFs, report exports, and uploaded files they need.
  • Explain that account deletion removes active account and workspace data from the app, while billing records, logs, provider backups, transactional email records, and subprocessor records may remain for limited retention periods.

For deletion or export questions, email support@invoicemaster.org.