📘 Invoice Alert Rules Guide (Lunova)

Stay on top of your receivables by setting up custom invoice alerts in Lunova. Below is a full list of rules you can create for Invoice Alerts, along with descriptions and available conditions.

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🔧 Rule Setup Basics

Each rule consists of:

• Attribute – the field on the invoice you're watching
• Condition – how you want to evaluate the field
• Value – the value to compare against

When all rules match, a notification is triggered.

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🧾 Available Invoice Rule Attributes

1. Total Amount

Triggers based on the total amount of the invoice.

Conditions Supported:

• Greater than
• Greater than or equal
• Equal
• Less than
• Less than or equal

Example Use Case:

Notify me when an invoice is greater than $5,000.

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2. Total Amount (Percent Change)

Triggers if the invoice total changes significantly from a previous version.

Conditions Supported:

• Greater than
• Greater than or equal
• Equal
• Less than
• Less than or equal

Example Use Case:

Alert me if an invoice total changes by more than 30%.

ℹ️ Only triggers on "Update" operations.

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3. Due Date

Alerts when the invoice is due within a set number of days.

Conditions Supported:

• Within next X days

Example Use Case:

Alert me when an invoice is due in the next 7 days.

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4. Customer Name

Checks the name of the customer on the invoice.

Conditions Supported:

• Equals
• Does not equal
• Contains
• Does not contain
• Starts with
• Ends with

Example Use Case:

Alert me when an invoice is from a customer whose name starts with "ACME".

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5. Invoice Number

Triggers based on the invoice number.

Conditions Supported:

• Equals
• Does not equal
• Contains
• Does not contain
• Starts with
• Ends with

Example Use Case:

Notify me if the invoice number contains "TEST".

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6. Category

Matches the category assigned to the invoice.

Conditions Supported:

• Equals
• Does not equal
• Contains
• Does not contain
• Starts with
• Ends with

Example Use Case:

Alert me when the category contains "Consulting".

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7. Invoice Status

Watch for changes in invoice payment status.

Available Values:

• Paid
• Unpaid
• Overdue
• Partially Paid

Conditions Supported:

• Equals
• Does not equal

Example Use Case:

Notify me when an invoice becomes Overdue.

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✅ Example Alert Configuration

{
  "name": "High Value Invoice",
  "email": "[email protected]",
  "isActive": true,
  "rules": [
    {
      "attribute": "Total Amount",
      "numericalCondition": "greater_than",
      "amount": 5000
    },
    {
      "attribute": "Invoice Status",
      "textCondition": "equals",
      "invoiceStatus": "Unpaid"
    }
  ]
}

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📩 Notification Types

Currently, alerts support Email notifications.
More types (e.g. Slack, Webhooks) coming soon!

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❓ Need Help?

If you’re unsure how to set up an alert, reach out to
📧 [email protected]
or check the full alert setup guide in the app.