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Halyard Help Center
  1. Halyard Help Center
  2. Account & security

Export or delete your data

Updated

You own your data. You can take a full copy at any time, and delete your workspace when you leave.

Export everything

  1. Open Settings → Data → Export.
  2. Click Export workspace.
  3. We email the owner a link to a ZIP file within an hour.
File Contains
customers.csv Every customer and their billing details
invoices.csv Every invoice and credit note
payments.csv Every payment, refund and payout
pdfs/ A PDF of every invoice, see Download an invoice

Delete your workspace

Only the owner can delete a workspace.

  1. Cancel your plan in Settings → Plan & billing.
  2. Open Settings → Data → Delete workspace and type the workspace name to confirm.

Heads up: deletion is permanent after 30 days. Until then, contact support to restore the workspace. Tax law may require us to keep invoice records for longer; we keep only what the law requires and nothing else.