Go to Transactions tab

Find the transaction with the document that you’d like to move and select “Review” on the right hand side.

A window will pop up on the right and it will be titled either Receipts, Estimate or Invoice, depending on the type of transaction.

Scroll down to find the document type and find the “Move document to another transaction” button on the lower left side and click it.

A new tab window will appear entitled “Move Receipt” and you will be able to select a transaction that you’d like to move the document to.

Go to Transactions tab

Find the transaction with the document that you’d like to delete and select “Review” on the right side of the transaction.

Scroll down to find the “Remove file” button on the lower left side and click it to remove the document.