Open Invoice Header Files

The tool does not automatically remove old records when you open a new file. If the tab still contains data from a previous import, you need to clear or delete those records before opening a new file. If you open a new file before removing previous data, the system adds the new file's records to the previous data.

1. From the tool bar, click Open and select Open Header File.

   The Open Invoice File window appears.

2. Locate and select the file.
3. Click Open.

   An error message might appear if there is a formatting issue.

4. Click the Invoices tab.

   The number of opened invoices appears in parentheses on the tab, and each row represents one invoice.