Sometimes, you need to exclude one or more estimates or invoices from the next sync.
We have added a new tool, called Advanced Toolbox, that allows you to do this.
Click on Settings on the left navigation.
Click on Advanced Toolbox.
NOTE: If you do not see the Advanced Toolbox, please contact InvoiceASAP to enable it for your account.
Click on Include/Exclude Invices & Estimates to/from next Sync.
The default date range is the current calendar year.
Click on the date range drop down to select the date range you want.
Click on the checkbox on the title bar to select all invoices or estimates.
You can also select documents individually, then click Exclude from Next Sync.
Confirm that you want to exclude these in the next sync.
The selected invoices and estimates will be excluded from the next sync.