Monitor folders - print new Factur-X files automatically

Step-by-step instructions for automated printing of Factur-X files with Automatic X-Invoice Processor for Windows

Introduction

This tutorial will show you how to set up an Auto-Print Hot Folder so that all new Factur-X invoices placed in this folder will automatically print to the designated printer. After creating the profile, you can optionally use the Catch-up function from the upper toolbar to print a batch of Factur-X files already existing in that folder.


Create a new profile

First, click on the button labeled "New profile..." 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 (e.g., Print invoices) and optionally enter a comment. It is possible to highlight the profile in the log list to better distinguish between the tasks performed. To do this, activate the option "Color highlighting in the log" and use the button "Select color..." to define a unique color for the profile.

General profile settings

Specify the folder to be monitored

Select one or more folders to monitor for new Factur-X files by clicking on Add. New Factur-X invoices matching the filter criteria will be directly sent to the printer. You can optionally activate the option Include Sub-folders to have the program auto-print Factur-X files from all sub-folders.

Select folders to be monitored

Configure filters

Set the filter criteria to ensure that only relevant Factur-X files are printed automatically. For example, enter a term that absolutely must appear in the Factur-X invoice and/or a part of the file name.

Set filter criteria

Activate and configure task Print File

Select the task type Print File and set the task status to Active. Select the task type Print File and set the task status to Enabled. Then click Print Settings to open the dialog to select the printer and, if needed, specify some print options such as the paper tray or the number of copies. You can optionally exclude pages from printing or print only certain Factur-X invoice pages using the Page Range button.

The program can also print a file on multiple printers. To do this, make the appropriate settings on the 2nd Printout or 3rd Printout tab.

Configure printing

Notifications

The next step is to specify whether status messages regarding the processing of each Factur-X file are to be sent to a particular email address. The email can be sent using either the default Outlook email account, an SMTPĀ server, or an Exchange server. After successfully printing the Factur-X file, any sound file can be played.

Processing status via email

Catch-up (print older Factur-X files)

Finally, there is the option to apply the configured profile to all Factur-X files of a certain period, i.e., batch print all matching Factur-X files. To do this, select the created profile in the profile list and click on Catch-up. Otherwise, the profile will be applied only to all newly filed Factur-X files of the monitored folders.

Print Factur-X files of a period

Other step-by-step instructions


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