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Income management & Client contract

How to archive registered income entries and sales invoices

Written By Ekke

Last updated About 4 hours ago

You can archive income entries and trade invoices to remove them from your budget and KPIs.

Steps

  1. Go to the Projects tab from the top menu.
  2. Select the project you want to update.
  3. In the project menu, click Income.
  4. Find the income entry or trade invoice you want to archive.
  5. Click the entry to open it.
  6. In the top-right corner, click the Archive button.

Archived entries will no longer appear in your budget or KPI calculations.