How to handle credit invoices and overpayments?

At the moment, Notch doesn't handle credit invoices or overpayments directly. However, you can still upload them to the Notch dashboard for visibility and record-keeping. Just keep in mind they won’t be automatically matched to open invoices or included in the payment process.

Regardless of which invoice ingestion method you are using (via integration, Batch Invoice Processing, or Document Intelligence), you can manage credit invoices directly from your ERP or accounting software. If they are imported into the Notch system, you can mark them as "Do not charge". If you're using Document Intelligence with auto-publish enabled, the Notch OCR system will recognize credit invoices and prevent them from being automatically published as regular invoices.

Similarly, if a customer accidentally pays more than the invoice amount, you have the flexibility to either retain the overpayment as a credit on their account for future invoices or handle it according to your internal procedures.