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How do I make an automatic backup of my purchase invoices?
Mark van der Genugten avatar
Written by Mark van der Genugten
Updated over a month ago

Informer strives to achieve a nearly paperless office. Digitally storing sales invoices, purchase invoices, and receipts is, of course, a part of this. This way, you no longer need a filing cabinet with dozens of binders.

It is, of course, possible to manually save the purchase invoices and receipts on your computer or an external hard drive each time. However, an automatic backup option is also available. Informer offers the ability to link your Dropbox account. With this integration, all invoices can be automatically uploaded to your Dropbox account.

Linking Dropbox to Informer

To link Dropbox, follow the steps below:

  1. Navigate to Settings in the left-hand menu;

  2. Choose App store;

  3. Look for the Dropbox app and choose Activate;

  4. Go to Dropbox by clicking on the link in the popup;

  5. Click Allow;

    1. You may need to log in first

  6. Enter the Dropbox activation code in the designated field

  7. Select which documents you want to automatically import:

    1. Sales invoices

    2. Purchase invoices

    3. Receipts

    4. Archive

  8. Click Activate

From the moment of activation, a backup of all selected documents, including those already in the accounting system, will be automatically placed in Dropbox.

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