Action: Set invoice field value (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 value of a specific field if the specified conditions are met:

  1. When configuring what actions to apply to a rule, select Set invoice field value.
  2. Select the desired field type for the field from the Field type name dropdown list.
  3. If desired, click Append to existing value to add the value to the existing one.
  4. Select appropriate static or dynamic values to determine the text to write in the field under Text value to write into field. More than one dynamic value can be used to build the field value by clicking Add value part at the bottom of the dialog and selecting appropriate values.
  5. Click OK.
    Note The field type name is used to identify the field, not the field name.