To be able to use an invoice profile in a job description, the invoice profile must be active and closed. The corresponding icons in the Invoice profile object bar are green. The icons for inactive invoice profiles are gray.
You can activate an invoice profile if it contains at least one identifier profile and if it contains no errors.
Click the Invoice profiles object bar.
Right-click the invoice profile and select Open.
Right-click the invoice profile and select Settings.
Select General.
Review the information in the Status information area at the bottom of the dialog. Change the invoice profile to correct any errors. (More info.)
Select Active.
Click OK to close the dialog.
Save or close the invoice profile.
After an invoice profile is activated:
You cannot change, add, or delete identifier profiles or field profiles without deactivating the invoice profile first.
You can only deactivate, upgrade, or delete an invoice profile if there are no invoices of this type in the database.
Changing the invoice profile settings
Preparing invoice profiles and associated objects for production