Summary
Learn how reminder rules in Invoice Automate help you follow up on invoices that are not actioned, such as invoices pending approval, nearing due date, or linked to vacant properties.
This article covers:
About reminder rules in Rules & Automations
Reminder rules automate follow‑ups when an invoice meets certain conditions and hasn’t been actioned. You can create rules for common scenarios, like invoices pending a property manager’s approval, invoices for vacant properties, or invoices approaching the due date, then choose how reminders are delivered (for example, by email or on the dashboard).
Where to find reminder rules
Use this path to open the Reminders rules list:
Go to: Settings
Select Rules & Automations
Select Reminders
On this page:
Active shows enabled rules
Inactive shows rules that have been deactivated
You can switch between Active and Inactive tabs to manage enabled vs paused rules
Tip: Deactivate rules you may need later instead of deleting them. This keeps your rule set reusable and reduces rework when requirements change.
What you can build with reminder rules
Reminder rules support several “Create rule for” scenarios. These scenarios determine which filters appear in the rule builder.
Supported rule scenarios (Create rule for)
An invoice pending property manager’s approval
An invoice for a vacant property
An invoice nearing the due date
Note: Filters vary by scenario you select. For example, the vacant property scenario can introduce a tag-based filter (e.g., a “Vacant Property” tag), while the due date scenario includes fields related to due dates.
Reminder rule building blocks
A reminder rule is made up of:
Scenario (what the invoice condition is)
Scope (which creditor type/creditor/property it applies to)
Trigger timing (when it’s considered “not actioned”)
Who to remind (user type)
How often to remind (frequency)
Delivery method (email or dashboard)
What's next?
Learn how to create, edit, deactivate, and delete reminder rules in Invoice Automate to prompt action on invoices that are not actioned, as well as how to create and manage automation rules that automatically approve invoices or send them for property manager approval based on set criteria.