Create a backup of invoices and payments

Do you need a backup of any invoice or payment attachments in Fidesic? Here's how to get that without going through documents one-by-one.

To generate a backup of files for invoices or payments, navigate to the Reports page, and select the report for either "Invoice Backup" or "Payment Backup".


From this page, you will be able to filter the selection of documents that you would like for backups. If there is something you'd like to filter by that we don't currently have, let us know. Once you run the report, you should receive a spreadsheet right away of any documents matching your selections. Once the backup has generated, a link to download will be available on this page under the "Recently generated files" section on the right. Depending on the size of the backup, it may take 15-20 minutes to generate.