Summary
Learn how to set up automated reminders in Invoice Automate so you and your creditor are notified when a recurring bill hasn’t arrived.
This article covers:
About automated creditor reminders
Automated reminders help you stay on top of regular bills (e.g., utilities, council rates) by nudging both the assigned property manager and the creditor when the expected invoice has not been received by the next reminder date. This feature is available on the invoice approval screen and can be adjusted at any time.
Add an automated reminder
Use this when you expect the same creditor to send invoices on a regular cycle.
In Invoice Automate > Open the invoice approval screen for the relevant invoice
In the right‑hand panel, scroll to Payment details
Select + Add automated reminders to PM
Choose a Reminder period from the dropdown:
Monthly
Every Two Months
Quarterly
Every Six Months
Annually
Review the next reminder date (defaults to the day based on the period you selected
Select Save
The system schedules the reminder. On that date, if the bill has not been received into the system, the creditor and the assigned PM are emailed a reminder that the bill has not yet arrived.
Tip: Use Quarterly or Every Six Months for rates, water, or insurance cycles to minimise unnecessary emails.
Edit or remove a reminder
If the billing pattern changes, you can quickly update or remove the reminder from the same screen.
Open the invoice approval screen for the invoice/creditor
Under Payment details, select + Add automated reminders to PM
Find the reminder you set
To edit, select the pencil icon, change the period and/or the next reminder date, then click Save
To remove, select the bin (delete) icon and confirm