Create a Cadence Assignment Rule

Cadence Assignment rules allow you to automatically assign cadences to invoices or customers that meet a defined set of conditions. Follow these steps to create a cadence assignment rule.

  1. Click the Assignment Rules tab and click Add Rule.

  2. Choose whether the rule should apply to an invoice or customer, and click Next.

  3. Click Add Field.

  4. Select a field from the list of options, such as Date, Type, or Status.

  5. Set the condition for the chosen field.

  6. Add additional fields by repeating steps 3 through 5. When you've finished adding the fields and conditions, click Next.

  7. Select a cadence and click Next.

  8. Preview your rule and click Create.

Now that your rule has been created, any customers or invoices that trigger your rule will have the cadence automatically assigned to them.