How to: Archive Payment Slips

  • Article

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. Choose the Search for Page or Report icon, enter Payment Slips, and then choose the relevant link.

  2. Select the relevant payment slip, and then choose the Edit action.

  3. In the Payment Slip window, choose the Archive action.

  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. Choose the Search for Page or Report icon, 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

Dynamics 365 Business Central
Payment Management
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