Archive an Invoice

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).

(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.

(Fig.2)