---
title: "Automation Rules Information"
slug: "automation-rules-information"
updated: 2026-08-10T20:22:32Z
published: 2026-08-10T20:22:32Z
canonical: "help.idibilling.com/automation-rules-information"
---

> ## 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.

# Automation Rules Information

**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.