In some circumstances, you may wish to Archive certain payments on the system - to find out how to do this, follow the steps below:
Step 1: In order to archive a payment, go to ‘Financials’ > ‘Payment reports’.
Step 2: You can archive payments for individual contacts or for a group of payments. To archive a group of payments, tick the groups you wish to archive from the list located under ‘Payment requests’ then hover over the ‘Archive icon’ and click ‘Archive payment request(s)’.
Step 3: You can archive a payment by individual contacts or select multiple contacts within a group. To do this you can either tick the figures next to the group name, under ‘Paid-to-date’, ‘Pending’ or ‘Outstanding’ or you can click on the figure beside ‘Total paid for accounting period to-date’ or ‘Outstanding for accounting period to-date’ or you can click ‘View all paid, pending and overdue payments to-date’.
Step 4: Once you have located the payment you wish to archive, tick the box next to the contact(s) name (you can select multiple payments at once).
Step 5: Hover over ‘Actions’ and click ‘Archive payment request(s)’.
Once you follow these instructions you will have successfully archived your payment(s).