Archive an Invoice

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Module:  Accounts Receivable    

Applet:  Automated Invoicing

 


Description:  How to Archive an Invoice.

 

Invoice archiving is a two step process.

 

Step 1 - Run an Invoice as you normally would (Do not close Automate Invoicing after you post.).  Click Archive Checked (Fig.1).

 

ArchiveInvoice1

(Fig.1)

 

 

Step 2 - Now you will get an Invoice Archival pop-up. When using the archiving functionality of invoicing, you now have the option to use a naming pattern when naming the archived invoice.

The previous naming convention was fixed to Invoice_xxx, where xxx represents the Sales Journal ID. You can now use variable replacement to have it named however you wish.

 

The variables are:

@InvoiceNo@

@SJID@

@ProjectPath@

@ProjectID@

@ProjectName@

 

For example: Project for Acme Architects with and invoice number following pattern:

INV-@ProjectName@_@InvoiceNo@

 

In addition to the naming pattern, you can also archive to a user-selected directory location (Fig.2).

 

Note: If the "Archive to Document Management" selection is grayed out, you need to have Document Management configured.  Please call the support line to have this done.

 

 

ArchiveInvoice2

(Fig.2)