How can invoices be deleted or archived?
Deleting invoices
Deleting invoices is an irreversible action, so once completed, it cannot be reverted.
Deletion requires the user to have a role with DeleteInvoice permission.
To delete an invoice, please follow these instructions.
1. Select an invoice from the Next Invoices section by clicking the checkbox. If you want to delete multiple invoices at once, press CTRL key from your keyboard, and then click the checkboxes.
2. Press Delete on your keyboard.
3. Confirm the deletion in the prompt.
Archiving invoices
Archiving can be used when you don't want to delete the invoice from Dooap completely. Once archived, an invoice will be removed from all workflows. The invoice cannot be edited or processed for payment, but it can be found later in the Search view.
After archiving, an invoice can be returned to the workflow only by copying it to create a new one.
Archiving requires a user role that has Archiving permission enabled. If the user does not have a role with that permission the archiving button is not visible.
To archive an invoice, please follow these instructions.
1. If the invoice is not displayed in the Active invoices section, move it there by selecting the invoice from the checkbox and by clicking the arrow on the left side.
2. If the invoice is not automatically highlighted, press the + sign on the invoice row in Active invoices section.
3. Click the three dots on the right, and then confirm the archiving by clicking Archive this invoice.
If you want to return the invoice back to the workflow, go to the Search view and follow these steps.
1. Click Status, select Archived and then click Apply.
2. Select the correct invoice and click the three dots to display the drop-down menu. Then select Clone to copy the archived invoice to a new invoice.
