Save Your Categorization as a Rule for Next Time, Docs

Every time you correct the document type, vendor category, or product on an invoice, you're teaching DocuClipper how to handle that vendor. The new Save as a rule link below the Document Type dropdown lets you turn that one-time correction into a permanent rule with one click.

Where to find it

Open any invoice in your project. Directly under the Document Type dropdown you'll see a small link:

Save as a rule for {Vendor Name}

The vendor name is filled in automatically based on the current invoice. If DocuClipper doesn't have a vendor extracted yet, the link reads simply "Save as a rule."

What clicking it does

The link opens the existing Invoice Rules modal pre-scoped to the current invoice. From there you:

Pick the field the rule should look at (Vendor, Customer, or Line Item Description).
Pick an operator (Contains, Equals, etc.).
Pick what to set when the rule matches (Category for payables, Product/Service for receivables).
Save.

The rule is stored against your contract and applies automatically going forward. See Setting up invoice rules for the full rule editor walkthrough.

When new invoices are categorized

Once a rule is saved, it runs automatically:

On every newly extracted invoice for the same contract. As soon as DocuClipper finishes pulling fields out of the PDF, the rule engine matches the invoice against your saved rules and fills in the category or product.
When you change the document type on an existing invoice. Switching, say, from Bill to Expense re-runs your rules against the new type so the category re-applies correctly.
When you click "Run rules" manually in the invoice editor (handy after you change a rule and want it to apply to invoices you've already uploaded).

Existing already-processed invoices uploaded before you saved the rule are not re-categorized automatically. Click the Run rules button on those invoices to re-apply, or open the rules editor and trigger a re-run from there.

A practical example

You upload a PDF from "ACME Office Supplies." DocuClipper extracts it but leaves the category blank. You set the line item category to Office Supplies in the editor.

Click Save as a rule for ACME Office Supplies. In the modal, set:

Field: Vendor
Operator: Equals
Set Category: Office Supplies

From now on, every new invoice from ACME Office Supplies in this contract gets the Office Supplies category set automatically, with no clicks required from you.

Tips

Keep rules narrow at first. Vendor equals "ACME Office Supplies" is safer than Line item description contains "office" because the latter can sweep up unrelated vendors.
Use Vendor contains when a vendor's name varies slightly across invoices ("ACME Office", "ACME Office Supplies Inc."), so the rule still matches.
If two rules conflict, the higher-ordered rule wins. Reorder rules in the rules editor if you see unexpected categorizations.
Rules are scoped to the contract (your account). Teammates on the same contract share rules; a separate contract has its own ruleset.

Setting up invoice rules — full rules editor reference
Editing invoice data
Pick "Bills & Receipts" or "Sales Invoices" at upload
Recurring vendor detection — works well together: a recurring vendor is a great candidate for a rule