Configure invoice rules for the InvoiceRules plugin

Do the following to configure invoice rules to use during processing:

  1. In the Manager module, click Settings > InvoiceRules configuration.
  2. Click Add under Configured rules in the InvoiceRules Configuration dialog.
  3. In the Edit Rule dialog, type a name for the rule under Name, and if desired, type a description to help you remember for what the rule is used.
  4. In the Events box, specify when the rule is to be executed.
  5. Configure the conditions under which a rule is applied.
  6. Configure what action to take when conditions are met for a rule including any static or dynamic values to add.
  7. Select Break on error to stop additional rules from executing if an error occurs. If not selected, all rules always execute even if errors occur.
  8. Click OK.