The New/Copy/Upgrade invoice profile dialog

To access this dialog using Manager:

  • New invoice profile dialog: Select File > New, select Invoice profile in the dialog that is displayed, and click OK.
  • Copy invoice profile dialog: Right-click an invoice profile and select Copy.
  • Upgrade invoice profile dialog: Right-click an invoice profile that is open and inactive, and select Upgrade.

Use these settings when creating, copying, or upgrading an invoice profile:

Name The name of the invoice profile. This setting is read-only on the Upgrade invoice profile dialog.
Country The country your invoices come from. This box determines which country profile is used.

This setting is read-only on the Upgrade invoice profile dialog. If you need to change the Country setting, please see Connecting fields to business logic.

Type The type of invoice. The available types depend on which country profile you use. Examples include PO for purchase order invoices and GE for general expense invoices.
Description A description of the selected invoice type.
Create/Upgrade Creates/updates the invoice profile as specified.