Open, close, save, and delete invoice profiles

Using Manager, in the Invoice profiles object bar:

Open Double-click the invoice profile, or right-click it and select Open.
Save Right-click the invoice profile and select either Close or Save.

The first time you close or save an invoice profile in Manager, you must type a name for it. Note: Kofax ReadSoft Invoices discriminates between uppercase and lowercase letters in invoice profile names. Then click OK to save it in the database.

Save as Right-click the invoice profile and select Save as.

Optional: Select Include invoice definitions to include associated invoice definitions with the invoice profile.

Type the name of the new invoice profile in the dialog that is displayed, and click OK.

Copy Right-click the invoice profile and select Copy. Adjust the settings in the dialog that is displayed, and click OK. The Select fields dialog is displayed.
Close Right-click the invoice profile and select Close. You can then choose either to save your changes or not to save them.
Delete Right-click the invoice profile and select Delete.

You cannot delete an invoice profile if it is Active or if invoices that belong to it still exist in the database (for example, waiting to be verified or transferred).