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Use the commercial water invoice upload for Property Tree

Learn how to enable the commercial water invoice upload in Invoice Automate. This setting allows IA to separate multiple commercial water charges into individual invoices.

Summary

Learn how to enable the commercial water invoice upload in Invoice Automate. This setting allows IA to separate multiple commercial water charges into individual invoices.

This article covers:


About the commercial water invoice upload

This feature lets Invoice Automate split a multi‑charge commercial water bill into separate invoices. This helps ensure charges are processed correctly and allocated to the right properties.


Before you start

Complete the required setup in Property Tree so Invoice Automate can split multi‑meter commercial water bills into individual invoices.

  • Follow the steps in Property Tree to set up water tags for commercial water invoices

  • When the Property Tree setup is complete, return to Invoice Automate to enable the commercial water invoice upload

Note: If the Property Tree water tags are not configured, Invoice Automate may not create separate invoices from a single commercial water bill.

Tip: If you cannot access the relevant Property Tree settings, ask an administrator to confirm your permissions.


Enable the commercial water invoice upload

To enable the upload feature:

  • In Invoice Automate > Go to: Settings

  • Select General Settings

  • Find Enable the commercial water invoice upload

  • Turn on the toggle

  • In Invoice Tag(s), enter one or more tags that IA should apply to commercial water invoices

    • Tags must be comma‑separated

  • Select Save

Tip: Use consistent tagging if your organisation relies on automation rules or searches that look for specific tags.

How the feature works

When the commercial water invoice upload is enabled, Invoice Automate will:

  • Detect commercial water bills that contain multiple charges

  • Split those charges into separate invoices

  • Apply the invoice tag(s) you set in General Settings

Note: Splitting behaviour depends on how the supplying authority formats the invoice. Most Australian water authorities structure commercial water invoices in a compatible format.

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