Step-by-step instructions for automated printing of e-invoice files with Automatic X-Invoice Processor for Windows
Introduction
This tutorial shows you how to set up an auto-print hot folder, so that every new e-invoice dropped into it is sent straight to your chosen printer. Once the profile is in place, you can also use the Catch-up function in the upper toolbar to print a whole batch of e-invoices that are already sitting in the folder.
Create a new profile
Click the "New profile..." button in the upper toolbar of the main window. The program creates a new profile and opens it in the configuration editor. Give the profile a name (for example, Print invoices) and, if you like, add a comment. To tell your profiles apart at a glance in the log, you can color-code each one: enable "Color highlighting in the log" and choose a color via "Select color...".
Specify the folder to be monitored
Click Add to choose one or more folders to monitor for new e-invoices. Any e-invoice that matches your filter criteria is sent straight to the printer. Enable Include Sub-folders if you also want the program to auto-print e-invoices from every subfolder.
Configure filters
Set up filter criteria so that only the e-invoices you care about are printed automatically. For example, enter a term that must appear in the e-invoice, part of the file name, or both.
Activate and configure task Print File
Select the task type Print File and set its status to Active. Then click Print Settings to open the dialog where you choose the printer and, if needed, set options such as the paper tray or the number of copies. With the Page Range button you can also exclude certain pages or print only specific pages of the e-invoice.
You can even print a file on several printers at once — just configure the 2nd Printout or 3rd Printout tab.
Notifications
Next, decide whether status messages about the processing of each e-invoice should be sent to a particular email address. These can be delivered through your default Outlook account, an SMTP server, or Exchange Online. You can also have a sound file played once an e-invoice has been printed successfully.
Catch-up (print older e-invoice files)
Finally, you can apply the finished profile to all e-invoices from a given period — in other words, batch-print every matching e-invoice at once. Just select the profile in the profile list and click Catch-up. Without this step, the profile only applies to e-invoices that newly arrive in the monitored folders.
