If you want to automate this flow you can activate the auto-archive. This feature will move your invoices automatically to your Archive folder as soon as you publish or auto publish your invoices.
How to activate the Auto-Archive feature
Click Home, then if required, select the relevant company.
Click Company Settings.
Under Preferences, select Archive Invoices.
Click Save Changes.
📎NOTE: This feature only works for invoices that you publish after you enable the feature. You still need to archive manually any invoices that you published before activating the feature.
Common Issues
If an invoice doesn't move from the Inbox to the Archive folder as expected, it could be for two reasons:
If the auto archive was turned on after publishing the invoice, it won't work.
You need to move manually any invoices that you have published already. An invoice not moving to the Archive doesn't mean your integration with your accounting software is not working.
If the invoice never transferred to your accounting software, it won't move to the Archive folder until it has published correctly. In that case, make sure to follow our troubleshooting guide Invoices not publishing to my accounting software.
📎NOTE: If the invoice has published successfully, the integration status and Resync button are not related to the archiving. Archiving is based on publication, not integration status. We don't recommend republishing an invoice solely to move it to the Archive as it would publish a duplicate.