Archiving and unarchiving quotes, jobs and invoices
Archive a finished quote, job or invoice to take it off your lists without deleting it. Find it again under Archived quotes, Archived jobs or Archived invoices at the bottom of the list, and press Unarchive to bring it back to the status it had.
Contents
Archive a finished quote, job or invoice to take it off your lists. Nothing is deleted, and Unarchive brings it back.
Where: the record's Update Status menu, and the Archived link at the bottom of each list
- Open the quote, job or invoice and choose Update Status > Archive Quote, Archive Job or Archive Invoice.
- To find it again, go to Quotes, Jobs or Invoices and press Archived quotes, Archived jobs or Archived invoices at the bottom of the list.
- Press Unarchive on its row, or open it and choose Update Status > Unarchive.
Watch out: to undo an acceptance made by mistake, use Revert to Quoted, not Archive. Archiving only hides the quote.
What can be archived
| Record | Can be archived when it is |
|---|---|
| Quote | Accepted or cancelled |
| Job | Completed or cancelled |
| Invoice | Paid or cancelled |
Archiving a job also archives its invoices that are a draft, paid or cancelled. An unpaid invoice stays on Invoices and Overdue until it is paid. A paid invoice keeps its paid date while archived.
Unarchiving
An unarchived record goes back to the status it had before: an accepted quote comes back Accepted, and a paid invoice comes back Paid with its paid date.
Unarchiving a job also brings back the invoices its archive put away. Those can't be unarchived on their own while the job is still archived: their rows link to the job instead, so unarchive the job.
Each archived list shows how many records it holds. Back to quotes, Back to jobs or Back to invoices at the top returns to the full list.
Undoing an acceptance
Open the quote and choose Update Status > Revert to Quoted. When the acceptance made a job and invoice, Chippie asks what to do with them: Archive related records (recommended) or Keep related records active. Press Revert Quote. See also Client view.
Sending and copying
- An archived quote can't be sent. Unarchive it first.
- Sending a quote that is already accepted asks you first, because your client sees it as accepted.
- To quote the same work again, open any quote, archived ones included, and press Duplicate Quote in Quote Actions (under More on a phone). See Creating your first quote.
With Chip
Ask Chip "unarchive quote 12", "unarchive job 5" or "unarchive invoice 80". Chip shows an approval card and brings the record back to its earlier status when you approve.
To delete a record for good instead, see Deleting records.