Configure the Invoice Type field

The Invoice Type field represents whether the invoice is related to a purchase order or not. This controls whether the purchase order number and line item fields are mandatory, and how the document is handled at the point of export.

The system configuration determines the initial setting for this field, as well as how the circumstances under which this default setting must be changed. These settings are located in the Settings > Invoice Processing > Capture Profiles > Invoice Type Settings tab.

The following topics are three typical business requirements that use the Invoice Type field in different ways.

• Invoice Type based on Purchase Order Number

• Invoice Type without Purchase Order

• Invoice Type from filename