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To discover and understand our smart rules logic and behavior, we invite you to read Smart rules first. Invoice smart rules apply to any invoice on Upflow.

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Triggers

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Filters

You can then add the specific filters/conditions this rule should follow to be applied. You can add as many conditions as you want, and those conditions will be additive (Condition 1 AND Condition 2).
  • If Status contains Overdue And Outstanding amount is greater than $5k, THEN…
    Capture D’écran 2026 06 02 À 10 12 37
Within the same field, multiple values will not be complementary*, but independent from each other:
  • If Status contains Due Or Overdue, then… Capture D’écran 2026 06 02 À 10 13 20

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Available filters

  • Customer
  • Status
  • Due date
  • Outstanding amount
  • Paid amount
  • Total amount
  • Aging bucket
  • Currency
  • Issue date
  • Payment date
  • Workflow name
  • Invoice visibility
  • Custom fields
→ Filters related to the promise to pay status are not supported.

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Actions

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Delete or Deactivate a rule

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Apply the rule to existing invoices

The rule you created will only apply to invoices matching the rule’s trigger as detailed above. For existing invoices, you must ensure to use the option “Apply to all existing objects matching the rule’s conditions” when activating or reactivating the rule. For more detailed examples, check Smart Rules - Assignment Best Practice.