How to: Archive Payment Slips

When a payment slip has been processed, you can separate it from the active payment slips by archiving it.

You can archive the payment slip by using the following methods:

• Manually – for individual payment slips.

• Automatically – for a batch of payment slips.

To archive a payment slip

1. In the Search box, enter Payment Slips, and then choose the relevant link.

2. Select the relevant payment slip, and then, on the Home tab, in the Manage group, choose Edit.

3. In the Payment Slip window, on the Actions tab, in the Functions group, choose Archive.

4. Choose the Yes button to archive the payment slip.

   Note

   If the current status of the payment slip does not allow archiving, a message is displayed.

To archive a batch of payment slips

1. In the Search box, enter Archive Payment Slips, and then choose the relevant link.

2. In the Archive Payment Slips window, on the Payment Header FastTab, select the appropriate filters.

3. Choose the OK button.

   The payment slips are archived.

   Note

   This batch job will only archive payment slips that have the Archiving Authorized check box selected in the Payment Status window. For more information, see How to: Set Up Payment Statuses.

See Also

Tasks

How to: Set Up Payment Classes
How to: Set Up Payment Statuses
How to: Set Up Payment Steps
How to: Set Up Payment Addresses
How to: Create Payment Slips
How to: Post Payment Slips

Reference

Archiving Authorized
Payment Status
Payment Status
Payment Slip

Concepts

Payment Management