Order confirmations and other documents

What lands in the Other tab, and how to move something out of it.

Updated October 29, 2026

Anything that isn't an invoice, quote, statement, or credit goes to the Other tab, sorted by type. Use the chips at the top to filter, for example:

Order confirmations
Receipts & payments
Project documents
Compliance and legal
Field reports
Images & blank pages

Other documents don't count toward your spend. That's why order confirmations live here: they usually duplicate an invoice that comes later.

Something ended up in the wrong place

If an invoice landed in Other, or a quote was read as an invoice, open it and use the ⋯ menu to change its type (for example Change to Invoice or Change to Quote).