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
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2- Another way to access it from Invoices in top menu
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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.
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You can create a new rule by clicking Add Rule button
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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
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Once a rule will be triggered, invoice will be created and user will have option to perform further following actions against the invoice.
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Invoice rules can be edited or deleted using menu options as mentioned below
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