Auto Archive Paid invoices

You can now choose to automatically move fully paid invoices to the Archived folder by enabling or disabling the Auto-archive option. You can also manually archive documents whenever needed, giving you more flexibility in managing your invoices.

Since this is a newly released feature, you may notice that some paid invoices have been moved to your active Invoice list.

This article will guide you through the following:

Enable Auto-archive to move your current and future invoices to the Archive folder automatically once they are marked as paid.

Tap the Archive icon below the Invoice tab.

Toggle on ‘Auto-archive’ to automatically move paid invoices to Archive.

Tap the 'X' button in the upper-left corner to exit the Archived folder and return to the Invoice list.

Select an invoice that you want to mark as paid.

Swipe left on the invoice, then select 'Paid' to mark the invoice as fully paid.

A confirmation message will remind you that customers with a card payment intent will no longer be able to pay the invoice once it is marked as paid.

If you received payment through another method, such as cash or bank transfer, tap ‘Yes!’ to confirm.

Tap ‘Send’ to send the receipt to your customer. A confirmation message will appear once it has been sent.

Manually archive any document, whether it’s paid or unpaid, to keep your list organized.

From the Invoice category, select the invoice you want to archive.

Swipe left on the selected invoice and tap ‘More’ to access additional actions.

Select ‘Archive’ to move the invoice to the Archive folder.

If all your paid invoices have been moved to your Inbox, follow these steps to move them back to the Archive.

Tap the Archive icon below the Invoice tab.

Make sure the ‘Auto-archive’ option is turned off.

Tap the 'X' button in the upper-left corner to exit the Archived folder and return to the Invoice list.

Select any paid invoice from your Invoice list.

Swipe left and select ‘More’.

Tap ‘Archive’.

Alternatively, you can just record a payment in your invoice as usual.

When the prompt appears, tap ‘Move all paid invoices & enable’.

A: No. Only fully paid invoices are automatically moved to the Archive folder when Auto-archive is enabled.

A: Yes. You can manually archive any document, including unpaid or partially paid invoices.

A: Yes. With the new feature, you can unarchive a fully paid invoice and move it back to your main Invoice list. Simply go to the Archive folder, swipe left on the invoice, and tap More. Then select Unarchive to move the invoice back to your main Invoice list.

A: No. Archiving only moves the invoice to the Archive folder. Its payment status will remain unchanged.

A: Yes, as long as Auto-archive is enabled, invoices will automatically move to the Archive folder when they are marked as fully paid.

A: Yes. You can disable Auto-archive at any time. This will prevent newly paid invoices from being automatically moved to the Archive.

A: We recently introduced a new feature that lets you enable or disable automatic archiving for fully paid invoices. To move all paid invoices back to Archive at once, turn off Auto-archive, then archive a paid invoice or record a payment. When prompted, select ‘Move all paid invoices & enable’.

A: The prompt appears only once. If you missed it, turn off Auto-archive, delete and reinstall the app, and follow the steps above to trigger the prompt again.

Creating and sending invoices is even easier with the Bookipi Invoice mobile app. Discover more tips on how to get the most out of Bookipi Invoice with our mobile app guides.