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July 19, 2021
Question

Is there a way of getting an invoice back? Have just spent ages typing up an invoice and clicked out by mistake - Is there a way of getting it back?

  • July 19, 2021
  • 1 reply
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1 reply

katherinejoyceO
July 19, 2021

Thanks for checking us here in the Community, @robguestcarpentr. Currently, the system is unable to retrieve unsaved transactions. 

 

However, you can use the Audit log to recover the details of saved transactions deleted accidentally. Here's how: 

 

  1. Go to the Settings menu, then select Audit Log.
  2. From the Filter drop-down, choose the appropriate user, date, and event(s), then select Apply.
  3. Locate the deleted transaction. (Tip: To easily find deleted transactions, use the browser search Ctrl + F and type "deleted").
  4. Under the History column, select View. All information can be found in the Event column.
  5. Then, re-enter the transaction with its original transaction date using the data from the Audit log. 

 

Here's an article that will guide you in recording invoice payments when the customer pays their invoice.  

 

Let me know if you need further assistance. I'll be here to guide you more.