Normally, before you begin using INVOICES to process invoices with a particular invoice profile, it is essential that you take the time to test the invoice profile. Your tests reveal adjustments that you can make to improve INVOICES' interpretation rate.
To test an invoice profile, use the invoice profile in production with some representative test invoices, checking the statistics as you work and comparing the actual invoices with the transfer file. Define several additional invoice profiles with different settings and validation routines to determine which works best for the invoices.
Follow these instructions to create a new invoice profile based on an existing one:
Right-click an existing invoice profile and select .
Type a new name and click OK to save.
Select > Settings.
In the settings, select .
Now you can make any changes you wish in the new invoice profile. You must reactivate and resave it before you can use it.
Creating a new invoice profile for XML invoices
Preparing invoice profiles and associated objects for production
Testing your setup using image files