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Invoice Smart Rules

Nolwenn Launay
  • Updated

To discover and understand our smart rules logic and behaviour, we invite to read Smart rules first.

 

Invoice smart rules apply to any invoice on Upflow.

 

Triggers

Trigger Description
Invoice is created Triggered when an invoice is created
Invoice is created or updated Triggered when an invoice is created or updated

 

Filters

You can then add the specific filters/conditions this rule should follow to be applied. You can add as many conditions as you want, and those conditions will be additive (Condition 1 AND Condition 2).

  • If Plan is Basic
    And Amount due is above 100.00
    Then...
    mceclip1.png

Within the same field, multiple values will not be complementary*, but independent from each other:

  • If Plan is Basic Or Premium, then...
    mceclip0.png

 

Available filters

  • Customer
  • Status
  • Due date
  • Outstanding amount
  • Paid amount
  • Total amount
  • Aging bucket
  • Currency
  • Issue date
  • Payment date
  • Workflow name
  • Invoice visibility
  • Custom fields

 

→ Filters related to the promise to pay status are not supported.

 

Actions

Action Description Example scenario
Assign a workflow Assign a workflow to the corresponding invoice. Assign workflows automatically depending on invoice due date.
Send a notification Send a notification to the person of your choice via the channel of your choice and with personalized content. Send a notification to the customer's CSM when the invoice is created.
Hide / Show invoice Hide / Show the invoice from your customers Hide invoices that are disputed from your customers while you resolve the dispute.

 

Delete or Deactivate a rule

 

Apply the rule to existing invoices

The rule you created will only apply to invoices matching the rule’s trigger as detailed above.

For existing invoices, you must manually bulk update them. From there, the rule will take over if needed in the future.

Head to your Invoices list view, and filter your invoices based on the rule’s conditions.

Select them all, click Actions, and apply the action’s rule (i.e., assign a workflow > select the workflow, etc).

Click here for more detailed examples: Smart Rules - Assignment Best Practice.

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