Manage Invoicing Rules by institution

Explanation

In order to avoid using wrong or unknown Invoicing Rule in a specific institution, you can define which invoicing rules is active in which institution.

Assign a Rule to an institution

Use Tell me and search for invoicing rules institution and select Invoicing Rules by Institution. Now you can move left/right to find your institution or use the Filters section on the top.

Put the activation flag for the desired rules row under the correct institution column.

note

If you set a Institution Filter, you can affect ALL rules to that institution using the menu Actions | Function | Affect All rules to institution.