Summary
Learn how to manage reminder notifications so only the intended users receive invoice reminders across your agency.
This article covers:
About the Restrict reminders to property manager setting
This agency‑wide setting determines who receives invoice-reminder notifications. Use it to align reminders with your internal responsibility model for invoice follow‑up.
Note: Changes apply to all offices and users in your agency. Only users with access to Settings should change this option.
Turn the setting on or off
To control this setting:
In Invoice Automate > Go to: Settings
Open General Settings
Toggle Restrict reminders to property manager to on or off
On - reminders are restricted according to this setting’s behaviour (see the note below)
Off - reminders follow the default behaviour for your agency
Select Save
After saving, reminder delivery updates are applied to future reminder events. Existing reminders already sent are not recalled.
Note: Reminder delivery timing follows your existing reminder schedules. The setting does not change the schedule frequency.