Invoice modules

The New/Copy/Upgrade invoice profile dialog

ClosedTo access this dialog:

You can access this dialog from three different places in the Invoice Manager module:

  • New invoice profile dialog: Select File > New, select Invoice profile in the dialog that is displayed, and click OK.

  • Copy invoice profile dialog: Right-click an invoice profile and select Copy.

  • Upgrade invoice profile dialog: Right-click an invoice profile that is open and inactive, and select Upgrade.

Use these settings when creating, copying, or upgrading an invoice profile:

Name

The name of the invoice profile. This setting is read-only on the Upgrade invoice profile dialog.

Country

The country your invoices come from. This box determines which country profile is used.

This setting is read-only on the Upgrade invoice profile dialog. If you need to change the Country setting, please see Connecting fields to business logic.

Type

The type of invoice. The available types depend on which country profile you use. Examples include PO for purchase order invoices and GE for general expense invoices.

Description

A description of the selected invoice type.

Create/Upgrade

Creates/updates the invoice profile as specified.

Related topics

Working with invoice profiles

Invoice solutions: Overview

 

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