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Administrator Guide
Last Updated: 2025-02-07
Create Invoice Template Rules

Create Invoice Template Rules

  • At least 1 Invoice Template must exist.
Invoice template rules enable you to set conditions to determine which invoice templates to use. Example: you could create a rule where if your invoice contains line items for work sites in the UK, then the template for UK work sites is used. 
  1. Select
    More
    Company Settings
    .
  2. From the
    Accounting
     section, click
    Invoice Template Rules
    .
  3. Select a default template. When no other rules match, this template is used.
  4. Click
    Add Rule
    .
  5. While completing this task, consider:
    Option Description
    Source
    The dataset you want the invoice template rules to reference.
    Field
    The field within the source you want the invoice template rule to reference.
    Condition
    The constraints you want the rule to operate within.
    Value
    The value you want the condition to match against.
  6. To add additional conditions to your rule, click
    +Add Condition
    .
  7. Select the Template that you want to assign to the conditions you selected.
  8. To add additional rules, click
    Add Rule
     and repeat the steps above.
  9. When you’re ready to save your rules, click
    Save
     in the upper right corner of the page.