How to Manage Archived Orders

Archiving orders helps keep your Transactions list organized by moving older, completed orders out of your active list. Rentopian can automatically archive returned orders based on your settings. You can also manually archive or unarchive individual orders.

To manage your automatic archiving settings:

1. Go to Settings in the main navigation.

2. Select Orders.

3. Scroll to the bottom of your Order Settings to find the Archiving options.

By default, Rentopian automatically archives returned orders after 3 months. You can change this timeframe to anywhere from 7 days to 12 months.

You also have the option to archive only orders that have been fully paid. When this option is enabled, Rentopian will skip any unpaid transactions when the automatic archiving process runs. Those transactions will remain in your active Transactions list instead of being archived.

Tip: Enable Archive Only Fully Paid Orders if you want to keep unpaid transactions visible in your active list until payment has been completed. After making changes to your archiving settings, click the green Update Settings button to save.

Archived orders are hidden from the Transactions list by default, but you can still access them when needed. To find an archived order:

1. Open your Transactions list.

2. Click Filters at the top left of your transactions list.

3. Find the Archived option under the transaction filters.

4. Select Archived to display archived transactions. Once the archived transactions are displayed, you can search the list to find the order you need.

You do not have to wait for automatic archiving to move an order into the archive. To manually archive an order:

1. Open the transaction.

2. Find Order Actions on the left side of the Order View screen.

3. Click Move to Archive.

Rentopian will display a green confirmation message letting you know the order was successfully archived. The transaction will no longer appear in your default active Transactions list.

If you need to move an archived order back to your active Transactions list, you can unarchive it.

1. Find and open the archived transaction.

2. Under Order Actions, click Unarchive Order.

Rentopian will display a green confirmation message that the order was successfully unarchived. The order will now appear in your active Transactions list again.

Good to know: Archiving an order does not delete it. You can still find archived transactions using the Archived filter and move them back to your active list when needed.

If you have questions about automatic archiving or managing archived orders in Rentopian, contact us at [email protected].