How should I keep a backup of invoices, FIRAs, and payment records?

Save the invoice, FIRA, bank credit, and relevant charge or conversion documents together when a payment is completed. Use a consistent filename or index with the invoice number and payment reference so the same receipt can be found across files. Keep a secure backup controlled by your business.

Preserve original documents and exports. If something is corrected, save the new version and the explanation without overwriting the original trail. Do not assume that email or dashboard access will remain your only archive. Ask your accountant which retention rules apply to your business; this page does not set a legal retention period. Share access only with people who need the records.