Archive invoices

📝 Note: This feature only supports invoice template customizations. Document Builder, which supports both invoice and quote template customizations, might be available on your marketplace. For more information, see Document Builder.

Marketplace Managers can request that PDF invoices be archived after a defined period of time.

note

This feature is enabled by default for new marketplaces. If it is not enabled on your marketplace, contact your AppDirect technical representative.

PDF invoices are retained, by default for 120 months. AppDirect can configure a different retention period (in months) for your marketplace. A change to the archiving setting or retention period could render the company non-compliant with local statutory requirements for invoice retention and data management. Check the requirements in your area before you request this feature.

PDFs are automatically deleted at the end of the retention period. However, the invoice data is not deleted and remains visible through the web view.