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How to Archive Historical Payments

If payments are in Confido that have already been processed you can archive them with the following steps:

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Written by Cassie Crail
Updated over 2 months ago

  1. Click Cash Application on the left hand nav under Accounting

  2. Click the square next to the payment(s) you want to archive

    1. If you want to bulk select click the box on the top left corner

  3. Select Bulk Archive

  4. This will move the payment the Archive check section

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