Archives contain a frozen snapshot of an organization's data allowing a user to view the organization's information as if it were the date the archive was made.
To access a previously created archive:
When you are in the "archive" mode, a few things happen:
To exit archive mode and return to viewing your current data:
To create an archive of your current data (administrators only):
To add a custom name to an existing archive (administrators only):
To delete a previously created archive (administrators only):
IMPORTANT NOTES REGARDING ARCHIVING
If you use RefTown's invoicing features AND plan to use RefTown's 1099 services, you must ensure that your settings of what should and should not be included in the 1099 amounts are correct prior to creating the archive.
RefTown Knowledge Base