Displaying an invoice definition

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

  1. Using Manager, list invoice definitions and select one of them.

  2. 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.

  3. 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

    Transaction descriptions

    Job descriptions

    BigScanner

    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:

Double-click the scanner icon.

Tips

Working with invoice profiles

Optimizing invoice definitions: Overview