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ForumGetting started: Getting started with OkappyDuplicating invoices

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Duplicating invoices

#1 · 8 July 2020, 9:37 am

Hi Guys,

This may sound complicated so i hope i make sense ! When we are sending over invoices to customers, we send a link via email. Ive noticed on our completed jobs two ID number 333155 and 410037 both have four ticks to the right of the page indicating they have been invoiced online. How can we remove these from the completed jobs page and keep them in the invoice page instead. As if we click on raise invoice, I’m afraid they’ll create a new invoice number and new charge. I hope this makes as much sense as possible.

Kind Regards

Kelvin

#2 · 8 July 2020, 9:38 am

Hi Kelvin

Hope you're well

You can turn auto-archiving of your jobs on in which case they will get archived off as soon as the invoice is raised. Here's more information on how to do that check our help and support article - archiving your jobs

If you are going to do that then you can hide the invoice column tick on the dashboard. More information on how to do that is available here

Even if you don't auto-archive your jobs, if you try and raise an invoice on a job that has previously been invoiced, an alert will show that the job has previously been invoiced.

Hope that helps

Thanks

Lauren