--- title: How to set up rules for invoice and customers? description: Sometimes the finance teams want to set rules for invoices based on reference number, currency or invoice status. Learn how you can set up these rules. --- [Skip to content](https://help.peakflo.co/how-to-set-up-invoice-rules#main-content) [![PEAKFLO LOGO GRAM_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/) - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Open main navigation Close main navigation - [Go to Customer Portal](https://help.peakflo.co/tickets-view) - [Go to peakflo.co](https://peakflo.co/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.peakflo.co/?hsLang=en) 2. [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en) 3. [Getting Started](https://help.peakflo.co/accounts-receivable?hsLang=en#getting-started) # How to set up rules for invoice and customers? ## Sometimes the finance teams want to pre-select and set rules for invoices and customers based on reference number, currency or invoice status. Learn how you can set up these rules. Table of Content  - [Invoice Rule](https://help.peakflo.co/how-to-set-up-invoice-rules#invoice-rule) - [Customer Rule](https://help.peakflo.co/how-to-set-up-invoice-rules#customer-rule) - [Rule Priority](https://help.peakflo.co/how-to-set-up-invoice-rules#priority) --- ### Invoice Rule To set up rule for invoices follow the steps below: 1. From **"Settings"** go to the **"Rules"** section. ![Screenshot 2024-03-15 at 1.53.35 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-03-15%20at%201.53.35%20AM.png?width=450&height=391&name=Screenshot%202024-03-15%20at%201.53.35%20AM.png) 2. Click on the Add New button, you will see few options. Click on the Add Invoice Rule option. ![Screenshot 2024-03-15 at 1.55.16 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-03-15%20at%201.55.16%20AM.png?width=600&height=253&name=Screenshot%202024-03-15%20at%201.55.16%20AM.png) 3. The page to create custom rules will appear. Enter a name to the rule. ![Screenshot 2024-03-15 at 2.09.36 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-03-15%20at%202.09.36%20AM.png?width=600&height=338&name=Screenshot%202024-03-15%20at%202.09.36%20AM.png) 4. You can get creative in the way you use them. For example, you want to pause the reminder for invoices that has the reference value ABC. Then the rule will be: ![Screenshot 2024-03-15 at 2.13.43 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-03-15%20at%202.13.43%20AM.png?width=600&height=203&name=Screenshot%202024-03-15%20at%202.13.43%20AM.png) Another example, IF the the currency is SGD THEN the custom field input will be modified to the value NNW. ![Screenshot 2024-03-15 at 2.16.41 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-03-15%20at%202.16.41%20AM.png?width=600&height=195&name=Screenshot%202024-03-15%20at%202.16.41%20AM.png) For another example, IF the invoice status is approved THEN the reminder for invoices will be unpaused. ![Screenshot 2024-03-15 at 2.20.48 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-03-15%20at%202.20.48%20AM.png?width=600&height=166&name=Screenshot%202024-03-15%20at%202.20.48%20AM.png) 5. Once all the fields are filled, click on the **Save Rule** button to save the rule. --- ### Customer Rule To set up rule for customers follow the steps below: 1. From **"Settings"** go to the **"Rules"** section. ![Screenshot 2024-03-15 at 1.53.35 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-03-15%20at%201.53.35%20AM.png?width=450&height=391&name=Screenshot%202024-03-15%20at%201.53.35%20AM.png) 2. Click on the **Add New** button, you will see few options. Click on the **Add Customer/Vendor Rule** option. ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202025-01-02%20at%203-00-56%E2%80%AFAM-png.png?width=600&height=226&name=Screenshot%202025-01-02%20at%203-00-56%E2%80%AFAM-png.png) 3. The page to create custom rules will appear. Enter a name to the rule. 4. You can get creative in the way you use them. The rules follow a simple IF THEN logic. For example, you want to set reminder workflows for invoices based on location of the customer. Then the rule will be: ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202025-01-02%20at%203-02-51%E2%80%AFAM-png.png?width=600&height=162&name=Screenshot%202025-01-02%20at%203-02-51%E2%80%AFAM-png.png) Another example, IF the tag is Department:HR, THEN the account manager will be Nikhil. ![](https://help.peakflo.co/hs-fs/hubfs/image-png-Jan-01-2025-09-35-11-1934-PM.png?width=600&height=180&name=image-png-Jan-01-2025-09-35-11-1934-PM.png) --- ### Rule Priority If multiple rules exist with the same condition but different values, the first rule listed will take precedence over the others. For example "Marketing Department Approval Rule" will get prioritize over "Marketing approval". ![](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202025-01-02%20at%203-13-34%E2%80%AFAM-png.png?width=600&height=303&name=Screenshot%202025-01-02%20at%203-13-34%E2%80%AFAM-png.png) To adjust the priority of the rules, simply click and drag one rule to position it above or below another rule. Check out the video below. ![](https://help.peakflo.co/hs-fs/hubfs/Screen%20Recording%202025-01-02%20at%203-19-41%E2%80%AFAM-gif-1.gif?width=600&height=304&name=Screen%20Recording%202025-01-02%20at%203-19-41%E2%80%AFAM-gif-1.gif)   - [New to Peakflo?](https://help.peakflo.co/new-to-peakflo?hsLang=en) - [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-payable?hsLang=en#getting-started) - [Rules](https://help.peakflo.co/accounts-payable?hsLang=en#rules) - [Approval Workflow](https://help.peakflo.co/accounts-payable?hsLang=en#approval-workflow) - [Custom Fields](https://help.peakflo.co/accounts-payable?hsLang=en#custom-fields) - [Vendors](https://help.peakflo.co/accounts-payable?hsLang=en#vendors) - [Purchase Requests](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-requests) - [Purchase Quotes](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-quotes) - [Purchase Orders](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-orders) - [OCR](https://help.peakflo.co/accounts-payable?hsLang=en#ocr) - [Bill Management](https://help.peakflo.co/accounts-payable?hsLang=en#bill-management) - [My Approvals](https://help.peakflo.co/accounts-payable?hsLang=en#my-approvals) - [Goods Receipt Notes & Service Receipt Notess](https://help.peakflo.co/accounts-payable?hsLang=en#goods-receipt-notes-service-receipt-notess) - [Budget](https://help.peakflo.co/accounts-payable?hsLang=en#budget) - [Reconciliation](https://help.peakflo.co/accounts-payable?hsLang=en#reconciliation) - [Reports](https://help.peakflo.co/accounts-payable?hsLang=en#reports) - [Wallet & Transactions](https://help.peakflo.co/accounts-payable?hsLang=en#wallet-transactions) - [Payments](https://help.peakflo.co/accounts-payable?hsLang=en#payments) - [Vendor Onboarding Management](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-onboarding-management) - [Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-portal) - [WhatsApp Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#whatsapp-vendor-portal) - [Three-way Matching](https://help.peakflo.co/accounts-payable?hsLang=en#three-way-matching) - [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en#main-content) - [Getting Started](https://help.peakflo.co/accounts-receivable?hsLang=en#getting-started) - [Invoice Management](https://help.peakflo.co/accounts-receivable?hsLang=en#invoice-management) - [Workflow Management](https://help.peakflo.co/accounts-receivable?hsLang=en#workflow-management) - [Actions](https://help.peakflo.co/accounts-receivable?hsLang=en#actions) - [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management) - [Customer Portal](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-portal) - [Collections](https://help.peakflo.co/accounts-receivable?hsLang=en#collections) - [Reports](https://help.peakflo.co/accounts-receivable?hsLang=en#reports) - [Credit Notes](https://help.peakflo.co/accounts-receivable?hsLang=en#credit-notes) - [Integrations Page](https://help.peakflo.co/integrations-page?hsLang=en#main-content) - [Basics](https://help.peakflo.co/integrations-page?hsLang=en#basics) - [Peakflo API](https://help.peakflo.co/integrations-page?hsLang=en#peakflo-api) - [Xero](https://help.peakflo.co/integrations-page?hsLang=en#xero) - [NetSuite](https://help.peakflo.co/integrations-page?hsLang=en#netsuite) - [Jurnal](https://help.peakflo.co/integrations-page?hsLang=en#jurnal) - [Quickbooks](https://help.peakflo.co/integrations-page?hsLang=en#quickbooks) - [Microsoft Dynamics 365 Business Central](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-business-central) - [Microsoft Dynamics 365 Finance & Operations](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-finance-operations) - [Zalo](https://help.peakflo.co/integrations-page?hsLang=en#zalo) - [SFTP](https://help.peakflo.co/integrations-page?hsLang=en#sftp) - [SAP](https://help.peakflo.co/integrations-page?hsLang=en#sap) - [Travel & Expense Management](https://help.peakflo.co/travel-expense-management?hsLang=en) - [Payment Automation](https://help.peakflo.co/payment-automation?hsLang=en) - [Reports](https://help.peakflo.co/reports?hsLang=en) - [Legal Notes](https://help.peakflo.co/legal-notes?hsLang=en) - [General Questions](https://help.peakflo.co/general-questions?hsLang=en) - [Guides for Partners](https://help.peakflo.co/guides-for-partners?hsLang=en) - [Latest Releases](https://help.peakflo.co/latest-releases?hsLang=en) - [Offboarding](https://help.peakflo.co/offboarding?hsLang=en) - [Peakflo Ticket Portal](https://help.peakflo.co/peakflo-ticket-portal?hsLang=en) - [Peakflo 20X](https://help.peakflo.co/peakflo-20x?hsLang=en) [![Chill listening crop-3](https://help.peakflo.co/hs-fs/hubfs/Gmail-ads_Logo1-min.png?width=55&height=55&name=Gmail-ads_Logo1-min.png "Chill listening crop-3")](http://peakflo.co) peakflo.co Help Center Copyright © 2026, Peakflo