Deleting a field profile

Note that this information applies to the fields used with invoice profiles (more information). Fields are also used when preparing document specifications (more information).

Use this procedure to delete a field profile if you are sure it will never be used. Otherwise, consider deactivating it instead.

The invoice profile must be inactive. See important information if you are changing an invoice profile that is used in production.

1. Using the Invoice Manager module, click the Invoice profiles object bar.

2. Double-click the invoice profile to open it and display its components.

3. Click the plus sign (+) next to the Field profiles icon to display all existing field profiles.

4. Right-click the field profile that you want to delete and select Delete.

5. Right-click the invoice profile and select Close or Save.

Related topics

Field profiles for invoices: Overview

Editing or viewing a field profile