Quote and Invoice Validation

Set rules that your quotes and invoices must follow, before they can be sent

First things first, let's define validation, in the context of invoicing: Validation is an automatic "check" that Paycove performs to make sure your quotes and invoices meet certain requirements before they can be sent. If it passes, then the quote/invoice is sent as usual. If it fails, then nothing is sent. And you get to set these requirements! Read on to learn how to further automate your invoicing process using validation.

Navigating the Validation Feature

First, log in to your Paycove account and go to https://paycove.io/validation. On the Validation page, you will see that you can build a set of rules for quotes and/or invoices, depending on your needs. Note that these rules will apply to all your quotes and invoices.

To give a brief explanation of each section:

• Property - This is where you will choose what is going to be checked. You'll select a Liquid variable from the dropdown. (For example, the property could be a deal's name, a sent date, or an email address.)
• Rule - Define what you would like to happen here. (For example, "maximum amount," "greater than," or "less than.") 
• Rule Argument - This is where you can define an exact value. This field will be greyed out in cases where it does not apply, such as when the "Rule" is set to Email, Numeric, Valid URL, or Required, for example.

Once you make your selection(s), click Save and then open a quote or invoice to see that the Validation rule(s) has been applied. You'll see that a Validation card has appeared on the right sidebar. You may have multiple validation rules, even for the same property. A green check means that the requirement has been met; a red X means that it has not. A quote/invoice cannot be sent unless all requirements have been met.

Examples

Here are a couple quick examples of how you can use Validation:

- To make sure that an invoice will only be sent out if there is a valid contact email address attached to it, you would use "contact.email > Email."

- To ensure that an invoice will only be sent if its value is 50 or more (dollars, in this case), then you would use "deal.value > Minimum Amount > 50." In our example invoice, both of these conditions have been met, so green checkmarks appear and the invoice can be sent. See images below:

Rule Options - Explained