Welcome to Help > Add-ons installed in the system > InvoiceRules plugin: Overview > Configure what actions to take for an invoice rule when conditions are not met > Action: Rename file (InvoiceRules plugin)

Action: Rename file (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 rename and move a given source file to a new destination, based on the static text or dynamic values specified here:

  1. When configuring what actions to apply to a rule, select Rename file.
  2. On the Source file tab, specify the file criteria for the source file based on appropriate dynamic values specified here (such as Invoice image filename). More than one dynamic value can be used to develop the desired path by clicking Add value part and configuring additional values.
  3. On the Destination file tab, specify the file criteria for the destination file based on appropriate dynamic values specified here (such as Invoice image filename). More than one dynamic value can be used to develop the desired path by clicking Add value part and configuring additional values.
  4. Click OK.
    Note If Discard file errors is selected, and an error occurs (for example, the file is not accessible), the file is not rename or moved and no log information will be saved for it. If the option is not selected, and an error occurs, the file is still not renamed and moved, but the error is recorded in the invoice rules log.