How to export and import invoice definitions.
- Using Manager, click the Invoice profiles object bar.
- Right-click the invoice profile that you want to export definitions from and select Invoice definitions.
- Use your mouse to select the definition(s) that you want to export.
- Right-click the Invoice definitions list and select Export.
- Specify where you want to save the export file.
- Click Save.
You can also import invoice definitions in a similar way.
- Using Manager, click the Invoice definitions button. The Invoice definitions list is displayed.
- Right-click the Invoice definitions list and select Import.
- Adjust the settings in the Import definitions dialog.
- Click Import. The invoice definitions are imported to the invoice profile with the same name as the profile they were exported from. If an invoice profile with that name does not exist, it is automatically created from the file you imported.
Level of Complexity
Export Invoice Definitions