How do I archive an invoice?

Updated on May 31, 2018 06:51AM by Admin

If Invoices are using up your dashboard space you can archive some of the fewer priority invoices. Once you archive the invoices you will no longer be able to view those invoices under any tab. However, if you want to access the archived invoices all that you need to do is search for that invoice using the search box.

Let's see how to archive an invoice.

Steps to Archive an Invoice

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. You can archive more than one invoices. Select invoices you would like to archive.
  3. Click on “Archive” drop down from "Bulk Actions"
  4. You can view a warning popup to confirm archiving the selected invoices. 
    Archive Invoice Warning Popup
  5. Click on “Yes” button to complete.

View Archived Invoices

  1. Perform a search with "Invoice#" to view an archived invoice.
    Search Invoices

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