Action: Set invoice type (InvoiceRules plugin)
Configure this action option to process invoices in a certain way when specified conditions are met when using the InvoiceRules plugin.
Do the following to set the document type and/or invoice profile type for the current invoice if the specified conditions are met:
- When configuring what actions to apply to a rule, select Set invoice type.
- Under Document type, select if the document is a document or credit note or if the choice should be automatic (that is, stay the same).
- Under Invoice profile type, select if the profile is a general expense, purchase order, or custom type invoice or if the choice should be automatic (that is, stay the same).
- Click OK.