Summary
Learn how to notify an owner that a bill has been received when approving an invoice in Invoice Automate and, optionally, include the invoice PDF.
This article covers:
About owner notifications in Invoice Automate
Owner notifications let you email the owner a simple confirmation that a bill for their property has been received. The option appears in the invoice’s right‑hand panel under Owner details. When enabled, the notification is sent when the invoice is approved in Invoice Automate.
Note: Including the invoice PDF is off by default. To attach the file, you must also turn on Include Invoice Attachment.
Notify the owner of a single invoice
Use this to notify the owner on a case‑by‑case basis during the approval process.
In Invoice Automate > Open an invoice that is ready for approval
In the Owner Details panel (right-hand side), turn on:
Notify the owner that the bill is received
(Optional) Include invoice attachment (to send the PDF with the email)
Approve the invoice using Approve (or Approve & Next) at the bottom of the screen
Note: If you use Send for PM Approval, the final notification to the owner is typically sent after the invoice receives final approval (not at the pre‑approval stage).
The owner receives an email confirming that a bill has been received for their property. If you enabled Include invoice attachment, the invoice PDF is attached to the email.
Tip: Make sure the Owner email field is present and correct in Owner details before approving; otherwise, no email can be delivered.
Repeat notifications
If you need owners notified every time, you have a few options:
Use a Property Note as a reminder - Add a property note such as “Notify owner when bill is received,” and tick Apply to future invoices so the reminder reappears next time
Note: The invoice Notes feature is available on Invoice Automate Premium plans only and is not supported in Invoice Automate Lite.
There is a backend setting to enable owner notifications by default for all properties. Contact the support team about enabling this setting as a default
What’s next?
Learn how to add a note to an invoice and optionally apply it to future invoices for the same property.