Create a Cadence Assignment Rule
Cadence Assignment rules let you automatically assign cadences to invoices or customers that meet a defined set of conditions. Follow these steps to create a cadence assignment rule.
- Click the Assignment Rules tab and click Add Rule.
- Choose whether the rule should apply to an invoice or customer, and click Next.
- Click Add Field.
- Select a field from the list of options, such as Date, Type, or Status.
- Set the condition for the chosen field.
- Add additional fields by repeating steps 3 through 5. When you've finished adding the fields and conditions, click Next.
- Select a cadence and click Next.
- Preview your rule and click Create.
Now that your rule has been created, the cadence is automatically assigned to any customers or invoices that trigger match the rule.
Updated 4 months ago