Transferring Invoices

What does transferring an invoice in do?

Caryn Englishbee avatar
Written by Caryn Englishbee
Updated over a week ago

If items are uploaded into, such as a W9, quotes, or other communications, you can transfer the document to your connected system.

Please note, Transfer functionality is not supported for all connected systems.

To transfer invoices:

  • Select the invoice(s) for transfer.

  • The action buttons will appear at the top left. Click the “More” button, then select “Transfer.” A window will appear for confirmation before completing the transfer.

Transfer Status Icon

If an error occurs during the transfer process, entering into the Transfer status icon will provide you with more details of the error.

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