AR Dashboard Quick Start Guide

This article gives you a quick rundown of the Notch AR dashboard features, making it easier to collect payments and keep track of your payouts.

Notch’s account receivable dashboard helps you increase on-time payments with scheduled pull payments, reduce costs with competitive payment processing fees, and limit manual work with automated invoice follow-ups.

What can Notch AR automation do for you?

Integrate with your ERP or accounting system
Send invoices & embedded payment links to your payors
Auto-collect scheduled payments online
Sync AR Payments with your accounting system

Send automated payment reminders

The "Invoices" tab

Upon logging into your Notch dashboard, you will notice the menu panel located on the left side of the screen. Let’s begin by exploring the "Invoices" tab.

You can view all invoices from this tab and manually charge an invoice by selecting one or multiple invoices and clicking "Charge", provided that the customer(s) have a payment method attached (the action bar will appear once invoices are selected).

If a customer does not have a payment method on file, you can opt to send them an invoice that includes a payment link. This link will direct the customer to enter their payment details, enabling them to complete the payment seamlessly.

You will have filter options to search for invoices using payment statuses, invoice numbers, invoice dates, due dates, and customers.

Each line of information provides insights into the remaining amount owed, payment method, and sync status. By clicking into an invoice and going to the "Events" section, you will find a list of activities, including details such as credit applications, refunds, and off-platform payments. Credit and offline payment amounts will only be displayed if they have been applied to an invoice in your accounting system.

The "Payouts" tab

Each payout has an arrival date, amount, fees, and refunds. You’ll also be able to see the amount of invoices included in the payout.

You can view all payout details from this view. By clicking on a line, you can see a breakdown of each payout, which lists the transactions and invoice numbers attached to it, including processing fees and customer details. (Payouts may take up to 24 hours to appear.)

You’ll know when you are getting paid! (You can opt in to enable email notifications.) This provides an overview of the amount collected from your customers and the amount you should expect to receive shortly.

There are 2 places for you to download the payout report and here is how:

From the "Payout" tab - click the "Export" button on the upper right corner - you'll get an aggregated payout report with all the payouts sorted by date.
To access a detailed breakdown report, click into one of the Payout line on the Payout page - then click the "Export" button on the upper right corner - you'll get a detailed breakdown of the payout that shows the transaction category, customer name, payment method and etc.

The "Customers" tab

The "Customers" view reflects the customer data in your accounting system and provides a snapshot of your customers, the amounts owed, and whether a payment method is attached.

You will find all your customers and their information here.

You can search for specific customers using the filters.

You can edit customer details, such as adding a payment method, enabling automated payment notifications, and setting the customer to auto-collect. You can set up unique payment reminder notifications for individual customers, and these customers will be the "Exceptions".

The sub-tab "Notifications" allows you to manage global email notification settings for your customers, helping you to get the invoices paid on time. The "Exceptions" tab shows customers with unique notification settings.

Definition of Different Payment Statuses

Payment status	Meaning
Open	The invoice has not been processed yet. All invoices default will be "Pending" until an action is made on the invoice, such as a charge to the card, refund, credit, marked as "do not charge", etc.
Processing	The payment is still being processed. If the default payment method is Pre-Authorized Debit (PAD), the processing time might take a few days once the transaction has been initiated.
Paid	The payment has been processed successfully.
Partially Paid	The invoice has been partially paid. The partial payment is always from payments coming online or from credits assigned to the payment in your accounting software.
Refunded	The payment has been refunded. The refund may take 5-10 business days to be processed.
Partially Refund	There was a partial refund on this invoice.
Failed	If the last attempt to collect the payment is unsuccessful, hover over the failed status. The tooltip will provide more information about the error, such as insufficient funds or an expired card. Please contact the customer if this occurs and charge the invoice manually.
Do Not Charge	This status indicate the invoice is not going to be processed for payment. This is especially important for users who are set to auto-collect to avoid charging them unintentionally.
Paid Offline	The full amount of the invoice has been paid outside of the Notch platform, such as payment collected via E-Transfer, Cash-on-delivery, etc.
Action Required	Hover over the "Action Required" tag to see the tooltip with instructions and proceed to the next step. You may reach out to the payor for more details.
Scheduled	When the payor has a valid payment method, they can schedule a future date for the payment to be processed.

Notification Setting and Details

Setting	How to enable	Result
Payment Link	Under "Settings" → Payment Links (Default: Off)	When enabled, invoices that are sent to the payor will contain a payment link allowing them to enter their payment information to pay for an invoice. This payment information will be saved moving forward. If this setting is turned off, no payment links will be included in invoice emails.
Payment Reminder	Under "Customers" → "Notifications" → "Payments" (Default: Off)	If an invoice is unpaid, the system will send a reminder at the specified interval with a payment reminder.
Invoices (Global setting)	Under "Customers" → "Notifications" → "Invoices" (Default: Off)	When an invoice is issued, the customer will automatically be sent an email notification with the invoice to be paid attached. If payment links are turned on, invoice will include a payment link. If a customer has a saved payment method, payment links will not be included. Note: Turning this on enables invoices to be send globally. Invoices notifications must also be turned on for each individual customer on their profile as well in order to receive an email.
Invoices (Individual customer)	Under "Customers" Select the Customer Name → Edit Details → Notifications (Default: Off)	When enabled, individual customers will receive notifications, or not receive notifications.
Charge / Refund Completed	Default: On	Customer will be notified that their charge has successfully been completed once a payment is processed.
Charge Failed	Default: On	Customer will be notified that their charge was unsuccessful and has not been completed when attempted.
Card Expiring	Default: On	Customer will be notified that their saved payment method will be expiring soon.