New: Automated Invoice Chasing for Property Management
We’ve extended Workflow Automations with a powerful new option that helps Property Management teams automatically chase invoices when they fall due or overdue.
This enhancement allows you to send emails, SMS messages or letters automatically to tenants, landlords and contractors, removing a major manual task from day‑to‑day property management.
Available to Property Management (PM) customers only
Why this matters for letting agents
Chasing invoices is time‑consuming, repetitive and easy to miss when teams are busy. This new automation helps you to:
- ✅ Save time by removing manual invoice follow‑ups
- ✅ Improve cash flow with consistent, timely invoice reminders
- ✅ Reduce arrears by contacting the right people at the right time
- ✅ Standardise communication across your PM team
- ✅ Scale your portfolio without increasing admin workload
All communications are sent automatically, logged against the relevant record, and fully auditable.
How it works
New Workflow Automation
- Automation type: Invoice Due / Overdue
- Post Pack type: Existing Invoice Pack
- Triggers automatically based on the invoice due date
You can choose to send communications to:
- Tenants
- Landlords
- Contractors
📌 Important:
To send an invoice to a tenant, the pack must be set up for tenants.
To send an invoice to a landlord, the pack must be set up for landlords.
What gets generated
Any documents produced (letters, invoices, attachments) appear:
- Against the Group / Tenancy, just like all other generated documents
Communication logs are created automatically
- Each log includes a direct link to the Group the communication was sent to
This ensures full visibility for negotiators, property managers and accounts teams.
Additional automation settings
You have full control over when and how invoices are chased:
🔔 Send Days After Due
- 0 days – send on the day the invoice is due
- 1+ days – send after the specified number of days overdue
Ideal for gentle reminders or firmer follow‑ups.
📄 Invoice Sub Type
- Limit the automation to specific invoice types
Useful for targeting:
- Contractor invoices
- Tenant charges
- Management fees
🔄 Include Invoice Reversals
This ensures no invoice is missed after changes are made.
The bigger picture
This update is another step towards making Dezrez a true one‑stop shop for UK estate and letting agents — helping you:
- Automate routine admin
- Reduce manual errors
- Improve operational efficiency
- Deliver a more professional experience to landlords, tenants and contractors
If you’re managing a growing portfolio, this automation helps you do more without adding headcount.