Invoice modules

Working with field profiles

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

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

2. Click the plus sign (+) to expand an invoice profile.

3. Expand the Field profiles folder the same way.

   Each field profile is shown as an icon. Closed invoice profiles and inactive field profiles are gray.

   Invoice profiles

   TestA

   TestB

   Identifier profiles

   Logo

   PhoneNumber

   Field profiles

   Debit/Credit

   DeliveryCost

   Invoice Number

   Invoice Date

   NetAmount

   TaxAmount

   TotalAmount

   Currency

   VatTableB

   BankAccountTableB

   <- closed invoice profile

   <- open invoice profile

   <- inactive field profile

You can:

• Add field profiles of different types:

• • Single item field profiles

  • Table field profiles (includes normal line items, tax tables, and bank account tables)

  • Barcode field profiles

• Open a field profile for viewing or editing

• Deactivate a field profile

• Delete a field profile

Related topics

Working with invoice profiles

Field profiles for invoices: Overview