Keep Your Paid Invoices Organized—Here’s Why (and How)
Why Archive Invoices?
Even after your client pays, invoices are still valuable. Here’s why it’s important to keep them:
- 🧾 Tax Filing: You’ll need accurate records of income.
- 🔍 Audit-Ready: Keep proof of transactions just in case.
- 📈 Business Insights: Review past projects and payments.
- 🤝 Client Disputes: Quickly resolve any confusion or payment questions.
How Fynlo Helps You Stay Organized
Fynlo automatically saves every invoice—sent, paid, or overdue—so nothing gets lost.
✅ 1. Find What You Need, Fast
Use filters to search by:
- Client name
- Invoice date
- Payment status
✅ 2. Download or Email Copies
Need to send a copy to your accountant or client? Open any invoice and export it as a PDF in seconds.
✅ 3. View Full History
See all communication and payment activity attached to each invoice—no need to guess what happened.
Best Practices
- 🗓️ Review Monthly: Check your invoice records once a month for accuracy.
- 📂 Tag or Label Projects: Use project titles or notes for easy reference.
- ☁️ Use Cloud Storage (Optional): Keep backup copies if required for your industry.
🔗 Get Started with Archiving
👉 Go to Invoices to start reviewing your records today.
Organized invoices = smoother finances. You’ve got this!