Condition: Invoice field value (InvoiceRules plugin)

Configure conditions to define specific circumstances under which invoices are processed when using the InvoiceRules plugin.

Use this condition to apply an invoice rule to invoices if a field value on the current invoice matches the pattern specified here.

  1. When configuring what conditions to use to execute the use of an invoice rule, select Invoice field value.
  2. Under Field type name, select the appropriate field type from the dropdown list.
  3. Under Field value pattern, use the following to identify how to match the field value:
    • Type a specific value to look for, such as "123".
    • Use wildcards in a single expression, such as "*123" - this would match all values that end with 123.

      • * matches any character (none, single, or many)
      • ? matches any single character

    • Use multiple patterns separated by commas, such as "*123*, *X"
  4. Specify when actions are used for this condition by selecting either Apply actions if this condition is true or Apply actions if this condition is false on the bottom of the dialog.
  5. Click OK.