Invoice modules

Displaying an invoice definition

Opened invoice definitions are displayed in the Opened invoice definitions folder. To display them and work with them there:

Using the Invoice Manager module, list invoice definitions and select one of them.
Right-click an invoice definition and select Open. The most recently used learning invoice for this invoice definition is displayed. The marked areas on the image are the identifiers and field definitions.
The invoice definition that you open is shown as an icon in the Opened invoice definitions folder. Click the Invoice profiles object bar. Then click the plus signs (+) to expand the Opened invoice definitions folder and the invoice definition.

Invoice profiles

TestA

TestB

Identifier profiles

Field profiles

Job descriptions

Opened invoice definitions

Acme Inc.

Field definitions

Learning invoices

Now you can work with the invoice definition. For example, to display the:

Invoice definition settings:	Right-click the invoice definition and click Settings.
Field definitions:	Double-click a field icon in the Field definitions folder.
Learning invoices:	Double-click a learning invoice icon in the Learning invoices folder.
Scanner settings:	This does not apply in DOCUMENTS 7. And it should be deleted from the GUI!

Tips

To make changes to an invoice definition, use the Invoice Optimize module.
To list its invoices, right-click a selected definition in the Invoice definitions dialog and select Invoices.
You can only open one invoice definition at a time. However, if you have multiple invoice definitions to look at, you can do this:
1. Select multiple invoice definitions in the Invoice definitions dialog.
2. Right-click them and select Open. The first selected invoice definition is opened and displayed. It is also listed in the Opened invoice definitions folder.
3. Move among the listed invoice definitions, opening each one in turn, using buttons on the toolbar. There are buttons for First, Next, Previous and Last:
  
  Each time you click one, a different invoice definition is opened and displayed. It is also listed in the Opened invoice definitions folder.