Step 1
Invoice Automate: General Settings
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.
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Learn More: Email Invoicing Inbox
Step 2
Settings specific to your integrated software
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A quick overview of how to set up the property tree in terms of configuration for Bricks + Agent.
To find the Authorised Creditors:
Under the Property account, click on the 'Financials' tab and scroll down to the 'Authorised Creditors' section to see a list of authorised creditors for that property. Each creditor you are paying through Invoice Automate, must be listed with reference numbers under that particular property.
You can also see the various payment types for each creditor, such as BPAY or EFT payments.
A quick overview of how to set up the property tree in terms of configuration for Bricks + Agent.
To find the Authorised Creditors:
Under the Property account, click on the 'Financials' tab and scroll down to the 'Authorised Creditors' section to see a list of authorised creditors for that property. Each creditor you are paying through Invoice Automate, must be listed with reference numbers under that particular property.
You can also see the various payment types for each creditor, such as BPAY or EFT payments.
A quick overview of how to set up the property tree in terms of configuration for Bricks + Agent.
To find the Authorised Creditors:
Under the Property account, click on the 'Financials' tab and scroll down to the 'Authorised Creditors' section to see a list of authorised creditors for that property. Each creditor you are paying through Invoice Automate, must be listed with reference numbers under that particular property.
You can also see the various payment types for each creditor, such as BPAY or EFT payments.
Step 3
Setting up your email forwarding
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A quick overview of how to set up the property tree in terms of configuration for Bricks + Agent.
To find the Authorised Creditors:
Under the Property account, click on the 'Financials' tab and scroll down to the 'Authorised Creditors' section to see a list of authorised creditors for that property. Each creditor you are paying through Invoice Automate, must be listed with reference numbers under that particular property.
You can also see the various payment types for each creditor, such as BPAY or EFT payments.
Invoice Automate: Outlook Auto-forwarding
Please ensure you review the email forwarding article accessible below:
Email Invoicing InboxInvoice Automate: Outlook Auto-forwarding
Setting up your email inbox to automatically forward your invoices to Invoice Automate is done within your email Outlook client itself.
Below are some useful guides on how to setup auto-forwarding rules in your email inbox to automatically send your invoices to Invoice Automate - invoices@invoiceautomate.com
For Outlook for instance, to create an inbox rule from a creditor email, right click on the email and click rules > create rule.
Step 4
Using Invoice Automate in your Office
The Basics
Create Invoice
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Edit Invoice
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Pay Invoice
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Reporting an Invoice Issue
How to report an invoice issue?
If you have any issues with the invoice while reviewing it, you can report this to the Invoice Automate support team. They will receive a your name and agency details, a copy of the invoice document, all the details on the right side, and your note provided.
When you should report an invoice?
If you have uploaded multiple invoices from the same creditor and all of them have failed to scan out the details correctly. There could be an issue with the format of the invoice which our support team can assist with.
If you see a red error message tag saying 'failed to scan'
If you approve an invoice, and it doesn't approve and goes back into your dashbaord to review again.
If some pre-filled data from the invoice hasn't extracted correctly.
If no pre-filled data has extracted but you were expecting it to. For instance it's not the first EFT invoice from that creditor for that property.
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