Invoice modules

Specifying field activation

Most fields (on an invoice) are active by default. However, you can manually adjust field activation for all fields except image identifiers. You can do this on the field profile level and the field definition level:

For single item field profiles, these settings are found in the Activation settings of the Field profile dialog.
For single item field definitions, these settings can be found in the Field learning dialog.
For line item field definitions, these settings are found in the Line item learning dialog.

Example of using an optional field

Example of using an inactive field

To specify the activation for a field profile in the Invoice Manager module (see also Deactivating a field profile):

Open an invoice profile and then open a field profile.
Select the Options settings.
Select Optional or Inactive or both of them in the Activation settings.

To specify the activation for a field definition in the Invoice Optimize module:

Start an Optimize session.
Select the field you want to adjust in the Data objects list in the Learning dialog.
Adjust the Optional and/or Inactive settings in the Field learning dialog.

To specify the activation for a line item field in the Invoice Optimize module:

Start an Optimize session.
Select the line item table in the Data objects list in the Learning dialog.
Right-click the cell containing the line item field you want to adjust and select Properties.
Adjust the Must exist setting in the Line item field definition dialog.

Field profiles for invoices: Overview

The Single item field profile dialog