Archive and unarchive invoices

Archiving hides a document from the working lists, the dashboard and reports while keeping it available under the Archived view. Use it for settled invoices, abandoned drafts or documents that should no longer appear in day-to-day work.

Archive

• One invoice from the list: on Invoices, open the row menu (⋯) and choose Archive.
• Several invoices: tick the rows, click Archive in the selection bar, add an optional note (for example the reason), and confirm.
• From the invoice page: click Archive in the header.

Find and restore

1. On Invoices, click the Archived chip. Archived rows appear greyed out and the invoice header shows an Archived badge.
2. Open the row menu (⋯) and choose Unarchive, or tick several rows and click Unarchive in the selection bar.
3. The document returns to the default views.

Good to know:

• Archiving does not change the e-invoice and is allowed at any status, including locked (issued) invoices.
• Archived documents cannot be submitted to Taxilla. Unarchive first.
• Archived and test documents are excluded from the invoice list statistics, the dashboard, Analytics and Compliance.
• An archived invoice is never treated as overdue, so it will not trigger reminders or the daily overdue notification.
• Archiving is not deletion: the document, its submissions and payments stay intact. Only Draft and Rejected invoices can be deleted.
• Owners, admins and accountants can archive and unarchive. Through the API, archived: true on an invoice does the same.

Related:

• Filters, columns and bulk actions in the invoice list
• Invoice statuses explained
• Test documents and the simulated ASP