Start an Optimize session
To start an Optimize session, use one of these methods to select the invoice definitions or profiles that you want to optimize:
- Select a single invoice definition to optimize.
- Select multiple invoice definitions to optimize.
- Optimizing XML invoice definitions or profiles
- Optimize by status. Tip: This method provides a way to specify that any changes you make to field values are not to be saved in the invoices themselves.
Then proceed according to the instructions.