How to setup Invoice Rules?
If you want to setup a rule for your invoice automation then you have to go into Invoices Rules list view. There are two ways to access Invoices Rules:
1- You can access it from Invoices Dashboard
![](https://files.helpdocs.io/600ibhl1jc/articles/4geoawf7v8/1596548498800/image.png)
2- Another way to access it from Invoices in top menu
![](https://files.helpdocs.io/600ibhl1jc/articles/4geoawf7v8/1596548702825/image.png)
Invoices Rules List View
Rules list view will list down all the rules created and will also give option to enable or disable it using toggle.
![](https://files.helpdocs.io/600ibhl1jc/articles/4geoawf7v8/1596552290759/image.png)
You can create a new rule by clicking Add Rule button
![](https://files.helpdocs.io/600ibhl1jc/articles/4geoawf7v8/1596552372050/image.png)
Add New Rule overlay will give user a bundle of options to create rule. You can set rule for the following events
- Booking Canceled
- Booking Confirmed
- Inquiry Created
- Time-based Event
![](https://files.helpdocs.io/600ibhl1jc/articles/4geoawf7v8/1596552428672/image.png)
Once a rule will be triggered, invoice will be created and user will have option to perform further following actions against the invoice.
![](https://files.helpdocs.io/600ibhl1jc/articles/4geoawf7v8/1596552637358/image.png)
Invoice rules can be edited or deleted using menu options as mentioned below
![](https://files.helpdocs.io/600ibhl1jc/articles/4geoawf7v8/1596553122446/image.png)