Deactivating an invoice profile

You must deactivate an invoice profile before upgrading or deleting it, and before editing identifier profiles or field profiles. Note that you can only do this if if there are no invoices

of this type in the database.

Note

Instructions

  1. Use Manager to check that there are no invoices for the invoice profile in the database. You can only deactivate an invoice profile if there are no invoices for it in the database.

  2. If necessary, finish processing all invoices of this type or delete them from the database.

  3. Click the Invoice profiles object bar.

  4. Right-click the invoice profile and select Open.

  5. Right-click the invoice profile and select Settings.

  6. Select General.

  7. Select Inactive.

  8. Click OK to close the dialog.

  9. Save or close the invoice profile.

The icon for inactive invoice profiles in the Invoice profiles object bar are gray.

Changing the invoice profile settings

Preparing invoice profiles and associated objects for production

Working with invoice profiles