Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Invoice ingestion: Batch Invoice Processing

To simplify the integration process, Notch's Batch Invoice Processing offers an excellent solution for modernizing your technology infrastructure. This invoice ingestion option is compatible with any software capable of exporting CSV files.

 

How does it work?

  • Export a CSV file containing invoice details, customer information, and line item data from your ERP or accounting software.

  • Reformat the CSV using the Notch template and upload it to your Notch dashboard.

  • Notch's system will convert the data into individual records and generate payment links to be sent to your customers via email.

  • Once the invoice data is imported into Notch, you can start collecting payments!
  • To sync the invoice status back to your ERP or accounting software, you’ll receive a report from Notch at your preferred frequency. You can then import this report into your system for bookkeeping and reconciliation. 

Batch is easy! But to ensure accurate data processing, there are a few things to watch out for:

  • Make sure customer emails, addresses, and other details in your ERP or accounting software are up to date.

  • Every customer in the CSV report must have a valid email address to receive invoices and avoid manual updates.

  • Each customer should have a complete and current address to prevent errors during payment processing.

Best practices: 

  • Ensure "INVOICE_DATE" and "DUE_DATE" are in YYYY-MM-DD format.
  • The "TOTAL" column should include "OTHER_CHARGE" and "ITEM_TAX".
  • If an invoice is paid outside of Notch, add the paid amount to "OFFLINE_PAID_AMOUNT" and update the "Total" column accordingly.
  • If you have a credit, ensure it has it's own separate row with "TRANSACTION_TYPE" = credit or "CREDIT_MEMO_NUMBER" = number or string.
  • Ensure there is no comma

Something to keep in mind:

  • Once a credit is uploaded to an invoice, it can't be removed from that invoice; to remedy this, we can do a second import to update the credit amount to $0. 
  • On an invoice with a credit, $0 the “Partially Paid” Flag cannot be removed.
  • For invoice reminders, the "On invoice issue date" notification won't work as expected if the issue date is before the import date. To remedy this, you can manually send a reminder to your customer from the Notch dashboard. 
  • An error will occur if you are uploading a CSV that includes a customer that's not already created in Notch; ensure you have synced the latest customer information prior to the batch import.