Here's a quick run-through of the Invoice Automate general settings:
Email Invoicing Inbox
Within the email invoicing inbox field, you will need to enter in the email address/s that will be forwarding invoices into:
Invoice Automate - invoices@invoiceautomate.com
Please ensure to list all the email addresses that will forward invoices as this is how we determine how to match the invoice to your account. You can separate multiple emails with a comma and there is no need to add a space in between.
NOTE: If you have a designated email address for receiving invoices, you can setup inbox rules to automatically forward them to Invoice Automate. Your IT team should be able to assist you in setting these rules up.
Learn More: Email Invoicing Inbox
Enable the preset tenancy due date
The preset tenancy due date setting allows you to enter the number of days tenants are given by default when a tenancy invoice is created.
Enter the reason to override PM to take action on invoices
When this setting is switched on, any user can still approve an invoice you will just need to put a reason in.
Enable Invoice Approved Date to set as Invoice Due Date
When this setting is switched on, the date the invoice is approved in Invoice Automate will become the due date of the invoice back in your trust accounting software.
Get water meter readings from Inspection Manager
When this setting is switched on, Invoice Automate will sync with the water meter readings reported by the Inspection Manager
