Activate an invoice profile
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.
- Save or close the invoice profile.