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  Invoice modules

Copying invoice profiles

To make a copy of an existing invoice profile Invoice Manager:

  1. Right-click an invoice profile and select Copy. The Copy invoice profile dialog is displayed.

  2. Adjust the settings in the Copy invoice profile dialog and click OK. The Select fields dialog is displayed.

  3. Use the Select fields dialog to determine which field profiles you want to include in the copy.

  4. Click OK. The copy appears under the Invoice profiles object bar.

Opening, closing, saving, and deleting invoice profiles