Is it possible to set invoice type-related configurations? What configurations can be set for an invoice type?
In Admin > Invoice types view, it is possible to manage invoice type-related settings.
Overview of Settings Configuration
| Invoice type name | This name will be displayed in the Invoice Type header column on the invoice handling page. |
| Invoice type description | Description of the invoice type. |
| Invoice base type ID |
Enter ID# based on type of invoice you are creating (mandatory field). 1 = Non-PO 2 = PO 3 = Contract Invoice |
| Default base type |
Select which invoice type you would like to have as a default upon invoice import. (Note: The default invoice type selected in Admin > Companies > Select a company > Invoice types view, will override this setting). |
| XML Segment |
This field is utilized when the invoice type should be determined based on the content of the invoice. Input the XML segment path that will hold the necessary information to identify the invoice type, for example: /INVOICE_CENTER/CONTENT_FRAME/INVOICES/INVOICE/HEADER/INVOICE_TYPE |
| XML Segment value |
It can contain a specific value, or * to apply to any value. |
| In use by the following companies |
A list of companies that have this invoice type active. |
💡When a company has multiple invoice types sharing the same base type, the default invoice type set in Admin > Invoice Types will determine which specific invoice type is applied to an invoice.