Visma Advisor
Transfer an invoice basis manually to the history
An invoice basis with status Approved can be retrieved by the financial software. When it has been approved and transferred to the financial software is given the status Transferred and is automatically moved to the History tab. You can also move an invoice basis to History tab manually, if you do not have a financial software connected to Visma Advisor. Do as below:
- Click the invoice basis tab.
- Click on the
Transfer to history icon.
All invoice bases that have been transferred to history can be viewed and printed under the History tab.
Transfer an invoice basis manually to the history with integration to a financial software
You can choose to send an invoice to history even if you have an active invoicing integration with a financial software, without sending the invoice to your financial software.
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Click on the invoice basis tab.
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Click on the selected (approved) invoice to open the invoice.
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Click on the
Manual transfer to history icon at the top right.
Related topics
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New — transfer invoice bases to Visma eEkonomi |
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Export invoice bases to your financial software in Visma Advisor |
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Undo transfer of invoice basis to history |
