---
title: "Adding an Automation Rule"
slug: "adding-an-automation-rule"
updated: 2026-07-27T11:37:46Z
published: 2026-08-10T20:17:38Z
canonical: "help.idibilling.com/adding-an-automation-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding an Automation Rule

To create an Automation Rule:

1. Open an existing AdvancePay Product.
2. Click the Automation Rules tab. This displays existing Automation Rules.

**(Show picture)**

![AP2AutoRulesTab](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45797(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A17Z&se=2026-11-14T11%3A58%3A17Z&sr=c&sp=r&sig=VUKQMqSmTmrilgD%2BkS9lAJqVYC7uGvVJYDGEjtmFOAM%3D)
3. Right-click in an empty area and select **Add Rule**. This opens the Add Automation Rule window.

**(Show picture)**

![AP2AddAutoRule](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/45800(1).gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A17Z&se=2026-11-14T11%3A58%3A17Z&sr=c&sp=r&sig=VUKQMqSmTmrilgD%2BkS9lAJqVYC7uGvVJYDGEjtmFOAM%3D)

> [!NOTE]
> Note
> 
> Add Rule is also available if the existing Automation Rule does not have an associated child decision or child Automation Rule..
4. Enter the appropriate information.

**(More)**

**Evaluate Level** The Evaluate Level determines whether the system checks the unit balance of the Service or Product.

**Discount Category** The Discount Category is the one being evaluated by this rule.

**Rule Type** An Automation Rule evaluates either Days or Units of the unit balance.

**Rule < Value** The number of Days or Units must be less than the Rule < Value to pass the rule. For example, if the Rule < Value = 5 days for an Auto Renew, four days before the Price Point's expiration date, the Price Point is automatically renewed.

**Include Future Unit Balance Data?** If checked, the rule will only pass if the number of units or days including future data is less than the configured value.
5. Add a child Decision or Automation Rule.
6. **Save** the AdvancePay Product.