Begin by Navigating to the Navigation Menu: Start by opening the Navigation Menu.
Click on the Sales Module Button: Navigate to the Sales module by clicking on the corresponding button.
Access the Invoices by Clicking on the Invoices Button: Once in the Sales module, access the invoices by clicking on the "Invoices" button.
You Will Be Directed to the Invoices Listing Page: Clicking on Invoices will lead you to the Invoices Listing page.
To Archive an Invoice, Locate the Action Item and Select Archive: Find the Action item associated with the specific invoice and choose "Archive" from the available options.
You Can Archive Invoices in Draft, Check, or Approved Status: Click on the Action item button to proceed. You can archive invoices in draft, check, or approved status.
Choose Archive Involvements from the Available Options: From the options presented, select "Archive Involvements."
A Pop-up Alert Will Appear with a Message and Two Options - Yes and No: An alert will pop up with a message and options - Yes and No.
Click on Yes to Confirm and Receive a Notification of Successful Archiving: Confirm the action by clicking on "Yes" and receive a notification that the invoice has been archived successfully.
To Unarchive a Previously Archived Invoice, Scroll Down on the Listing Page: On the Invoices Listing page, scroll down to find the "View Archive Invoices" button.
Clicking on This Button Will Take You to the Archive Invoice Listing Page: By clicking on this button, you will be redirected to the Archive Invoice Listing page.
Here, You Can View Information About the Customer, Invoice Due Date, Status, Amount, and the Unarchive (UTA) Option: Get details about the customer, invoice due date, status, amount, and the Unarchive (UTA) option.
Under the Action Item, You Will Find Two Options - View and Archive: In the Action item, find two options - View and Archive.
Click on Unarchive to Initiate the Process: Choose "Unarchive" to initiate the unarchiving process.
A Pop-up Will Appear with a Message and Two Options - Yes and No: An alert will pop up with a message and options - Yes and No.
Select Yes to Confirm and Receive a Notification of Successful Unarchiving: Confirm the action by selecting "Yes" and receive a notification that the invoice has been successfully unarchived.