Creating Invoice Profiles

ACE uses invoice profiles to represent unique invoice designs. If any aspect of an invoice differs beyond the unique values populated from an account, you need a distinct invoice profile.

Creating a New Invoice Profile

Navigate to Clients → Invoice → Profiles, New
Create the label and Identifier
Select the Remittance Method ID
Add your invoice template. Click the Choose File button to upload your new file.
Populate the rest of the Invoice Profile Section. See Invoice Profile Fields for details on each field.
Click apply to save changes.
In the Client Profiles section, add the client profiles that need the invoice profile. You can also go to the client profile and add the invoice.
Click save.

Image Displays Example Invoice Profile Configuration

Invoice Profile Fields

The table below provides the field name and description for Invoice Profiles.

Field	Description	Notes
Label	Name of the Invoice Profile
Identifier	Unique Identifier in the database. Typically the same as the label.	Text automatically converts to uppercase with underscores replacing spaces.
Remittance Method ID	Defines how invoice calculations are processed.	See What are the ACE Remittance Calculation Methods for more information.
Filename Override	Custom file naming for invoices.	See How to Customize Invoice Titles for more information.
Invoice Template	Upload field for the invoice template.
Balance Calculation	Choose what date the balance should be calculated.	Options: End Date of Invoice Transaction Date Now
Post to Primary Client Ledger	Determines whether the invoice posts to the primary client ledger.	Defaults to checked. Uncheck to disable.
Rollup Transaction Method	When multiple transactions exist on an invoice for the same account, they are combined into a single row displaying the total amount instead of individual entries.	InterProse recommends that this should be left blank in most instances.
Sort Method	Defines how invoice transactions are sorted.	InterProse recommends that this should be left as “Name-Transaction Date” in most instances.
Include Past Due Amount on Remit	if checked then the invoice will include any outstanding amounts.
Allow Negative Net Client Remits	Allows negative remittances (client amount goes below zero).	Useful for refunds when no new collections exist.
Filter Same Period Returns	Filters out same-period payment/refund transactions	Ensures neither the payment nor refund appear on the invoice.
Custom Hook	Reserved for custom implementations.