Invoice Automate

Training Course

This initial self-paced training course will give you an understanding of the invoicing process and simplify and remove as much of the manual and mundane from invoicing as possible.

Let's get to it! 🎉

Course Curriculum

Getting to Know Invoice Automate

Available in days

days after you enroll

Dashboard Overview (1:07)
Search Bar & Organisation View (0:59)
Invoice Categories (1:07)

Uploading and Processing Invoices

Available in days

days after you enroll

Uploading Invoice Documents (1:20)
Processing a BPAY Invoice (2:33)
Property Manager Approval Process (1:12)
Bulk Review & Approval (2:01)
Duplicate Invoices (1:51)
Invoices with Issues (2:38)
Page Count Exceeded (2:13)
Editing Invoice Details (1:03)

Understanding Different Invoice Workflows

Available in days

days after you enroll

Setting up Instalments (1:43)
Creating Tenancy Invoices (1:12)
Deleting an Invoice & Recycle Bin (1:22)

Communications

Available in days

days after you enroll

Owner Notifications (1:19)
Emailing an External User (1:02)
Creditor Reminders (0:56)

Configuration & Setup

Available in days

days after you enroll

General Settings (2:57)
Invoice Description Library (2:20)
Creditor Settings (2:31)
Water Authority Settings (if applicable) (1:26)
Property Tree Set Up (1:43)

Frequently Asked Questions

When does the course start and finish?

It is a completely self-paced online course - you decide when you start and when you finish.

How long do I have access to the course?

After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.