View archived documents

The account archive contains records of all paid or written-off documents. Archived totals are displayed at the top of the page, including debit and credit indications. Use the document table to find particular archived invoices.

Steps

  1. In Collections, go to any account record.
  2. Select Archive from the left menu.
  3. Use the document table to locate archived invoices:
    • Select column headers to sort the table by their values.
    • Use the search field to find documents by keyword.
    • Select Download Excel to export the table data.
Note: You can change the columns that appear in the archive and their position. Select Settings from the Collections navigation menu and then select Document archive configuration.

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Need Help?

If archived documents are not appearing, confirm that the document has been fully paid or written off and that the most recent import completed successfully. Contact the Billtrust Support team for further assistance.