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Invoices can be archived manually or configured to occur automatically according to your preferences. This article presents both processes. 

Manual Archiving

1. Click the Invoices module (top bar navigation).

2. Using the check-boxes, select the Invoices to archive.

3. Click the selector at the top of the check-box column, then select Archive Selected.

Automatic Archiving

To change the default archive settings a user with Administrator access can alter the settings.

1. Click the Settings cog (top right corner), then select ePrint MIS.

The window is arranged with a navigation pane on the left-hand side of the screen.

2. Click Process Flow, then Archive Status.

The window is arranged in columns, where archive selections can be made according to the module, the event, tick-boxes to enable or disable the event and a Status drop-down. Make the selections then click Update.

In the example below, the system is set to archive the invoice when Invoice is exported to the Accounting Package. 

Additional Information

• Why has my estimate not automatically archived?

If you have any further questions, please contact Support.