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With the Offers and Invoices application you can archive your offers and invoices at any time of the year. The file in which the invoice data is entered remains the same over the years.
Archive invoices individually
If you want to archive one or more invoices individually, proceed as follows:
- From the Invoices table go to the Archive view.
- In the Archive date column, enter the date of when you wish to archive the invoice.
- Archive the invoice with the command Invoices > Archive data > Archive table data.
Archive invoices for the year
To archive invoices for the entire year, proceed as follows:
- From the Invoices table go to the Archive view.
- In the Archive Date column, enter the date 31.12 in the first line and copy and paste on all lines.
- Archive the invoice with the command from the menu Invoices > Archive data > Archive table data.
Invoice archive
In the invoice archive you will find all archived offers and invoices.
Archived invoices are displayed in the Archive (Invoices) table and removed from the Invoices table.
The Archive (Invoices) table:
- Is displayed automatically when archiving invoices.
- If you close the table, use the command from the menu Invoices > Archive data > Show archived data to display it.
Archiving Table Data
This feature is available in Banana Accounting+ Dev Channel.
Data from the following tables can be archived:
- Contacts
- Items
- Invoices
- Estimates
To archive table data:
- Position yourself in the table where there is data to archive.
- Activate the Arch. Date column.
- In the Arch. Date column, enter the date of when you want to archive.
- From the menu Invoices > Archive Data > Archive table data, choose the table with the data to be archived.
The programme creates the Archive table where all archived data (Contacts, Items, Invoices or Estimates) are stored.
Viewing Archived Data
This feature is available in Banana Accounting+ Dev Channel.
Archived data is saved permanently in the Archive table.
To view the tables with archived data
- From the menu Invoices > Archive data > Show archived data
- Choose the table with archived data to display
The programme shows the Archive table where all archived data (Contacts, Items, Invoices or Estimates) are stored.