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:

  1. When configuring what actions to apply to a rule, select Set invoice type.
  2. Under Document type, select if the document is an invoice or credit note or if the choice should be automatic (that is, stay the same).
  3. 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).
  4. Click OK.