Invoice Automate can process the following files:

You need to ensure that each file is one invoice per file. Invoice Automate is not able to process word documents or excel files.

Any invoices in zip files will been to be fully extracted before they are uploaded.

There is no page limit for Invoice Automate Essentials. Please ensure that each file is one invoice per file.

Yes you can email your invoices, please see the Email Invoice Guide link for more details.

Yes you can add any type of invoice that requires you to make a payment on from your property manage trust accounting software.

Yes you can through the Settings: Invoice Description Library Settings. Within this section, you can set up your descriptions for either creditor types or individual creditors. This can be done for both the owner invoice descriptions and tenant invoice descriptions.

Once you have processed an invoice, there is an option on the invoice detail view “Create Tenancy Invoice”, where you can define the tenant, service account invoice amount, and the due date.

Once you have filled in the details, you can simply create the invoice, the system will send the invoice for both the creditor and the tenant service account selected in PT.

If there are similar invoices received and if there are invoices that were uploaded previously, then the system will notify the duplicates matching and show a "Duplicate" tag.

When you select a duplicated invoice under the pending approval section, the system will prompt you with a preview of the invoice and a reference to the duplicated invoice.

You can see the fields that were duplicated via the reason for the duplication. Those fields will be highlighted as well.

Yes, select a duplicated invoice under the pending approval section and click "Delete" for that particular invoice.

Yes, when an invoice is deleted, it will be moved to the recycle bin. The invoice will only be completely removed after 90 days. If within 90 days, you can select and restore the invoice.

Upon restoring the invoice, it will be moved back to the previous state where it was prior to deletion.

When an invoice is approved, this will sync back to your property management trust software for payment. Any tenancy invoices also created will sync back at the same time.

Yes you can within the 'Property Details' section. You can click on the note to edit and also. mark this to save it against future invoices for this property. These notes do not sync back to the trust accounting system.

Yes you can using the 'File Only' function. This will save a copy of the invoice against the owner's documents. It won't send the invoice for payment processing.

Support can be accessed through the messenger icon in the bottom right corner. There are a number of helpful articles, guides, release notes along with our live chat team.

The invoice will be moved to the specific service account of the creditor in Property Tree.

Yes there is a bulk review and approval function. You will be able to see all the key details of the invoice, such as address, creditor and amount. These can then reviewed individually if needed and adjusted, then approved in bulk. You will have options to deselect invoices that you do not wish to approve as well.

Creation and management of invoice instalments is a 'Premium' feature. You will need to upgrade your Invoice Automate to have access to this feature. Please get in touch with us to discuss this further.

Creation and the sending of reminders to both creditors and property managers is a 'Premium' feature. You will need to upgrade your Invoice Automate to have access to this feature. Please get in touch with us to discuss this further.

Yes, the tenant bill created will use the pro-rata amount of days to calculate that new tenants usage.

Yes, the water meter reading from Inspection Manager can be sent to Invoice Automate if you enable the setting under the 'General Settings'.

These pages can't be removed once in the system, Invoice Automate will just scan the relevant details from the document.

Invoice Automate has an extensive Insights section which is a 'Premium' feature. You will need to upgrade your Invoice Automate to have access to this feature. Please get in touch with us to discuss this further.