Know which payment
paid which invoice.

Invunion matches bank payments with the invoices you sent and leaves the doubtful cases to your team. See how it works, what it does not do, and where to start.

Everything to do before going live with Invunion: set up your Entity, connect your systems, test with your own past data, then choose how to go live.

Seven steps to set up your Entity before going live: internal information, company details, rules, accounting, payer scoring, currency conversion, members.

Connect your systems before going live: choose your IT architecture, map your invoice and transaction imports, then test them in the sandbox with your past data.

Go live with Invunion: choose how to start, create your production Entity from a copy of your sandbox or empty, and connect your real bank.

Create an account, load a sample setup in your sandbox Entity, or generate sample data that looks like your own files, then watch Invunion match payments with invoices.

Learn what Open Banking is, then connect the UniCredit demo bank from Italy with test credentials to load sample transactions into your sandbox Entity.

The Invunion Dashboard: what each block shows, how the period picklist changes the numbers, and how to open and export the detail behind a number.

Each block of the Invunion Dashboard explained: Match inbox, invoice and transaction matching, overdue invoices, the three cards, the revenue chart and recent activity.

Counterparties in Invunion: what they are, the Counterparties list, how to add or edit one, the roles, the system counterparties, and the ways to create them.

What the Up to date and Late status and the payer score of a counterparty mean, how the score is calculated, with a worked example.

The Overview page of a counterparty in Invunion: the tiles, the customer wallet, payment methods, invoices with their linked transactions, and transactions.

Payment methods in Invunion: the list, ownership, how to add one, bank accounts with or without an IBAN, how account numbers are encrypted, and the defaults.

How to merge duplicate payment methods in Invunion: pick the target that keeps the history, add the duplicates, and merge them into one.

Transactions in Invunion: what they are, the Transactions list with its filters, columns and actions, how to add or edit a transaction, and where transactions come from.

The status of a transaction in Invunion (To process, Unmatched, Partially matched, Matched, Ignored) and the reconciliation scope that decides which lines Invunion tries to match.

Invoices issued in Invunion: the list with its filters, columns and actions, how to add, edit or cancel an invoice or a credit note, and where invoices come from.

The status badges of an invoice issued in Invunion (Unpaid, Partially paid, Paid, Overdue, Cancelled, Credit applied), the life of a credit note, and the customer wallet.

Matching in Invunion: what a match is, how Invunion matches by itself, the rules every match follows, and the places where you can match by hand.

Find the payment of an invoice by hand: Quick match on Invoices issued, the edit panel, the Counterparty overview, credit notes, and how the invoice status changes.

Find the invoice a payment pays: Quick match on Transactions, the edit panel, the Match inbox, one payment for several invoices, and what to check when nothing is offered.

Correct a match in Invunion: remove one match or all of them, choose a reason, fix an allocated amount, and see what changes on the invoice and the transaction.

Where Invunion shows a match: Invoices issued, Transactions, the edit panels, the Counterparty overview, the Dashboard, the Audit log and your integrations.

Members in Invunion: who can access an Entity, how to invite someone, what each permission opens, and how to change, remove or reset a member.

Exclusion and inclusion rules in Invunion: the built-in outbound rule, how to add your own, how conditions combine, and two worked examples.

Identification rules in Invunion: how a value found in a bank line, such as a customer code, attaches the line to the right customer, with a worked example.

How Invunion gives each bank line and invoice pair a level (Certain, Strong or Possible), what happens at each level, and the settings that tune it.

Notification rules in Invunion: what a rule reports, who receives it and when, how to add one, an Invoice paid example, filters, custom wording, tests and history.

Step by step: create a Slack incoming webhook, paste its URL in an Invunion notification rule, send a test message, and fix the usual problems.

Accounting in Invunion: choose when your fiscal year starts and the default payment term, then create an invoice schedule that splits an invoice into several due dates.

Payer scoring in Invunion: a 0 to 100 score that labels each customer Good, Watch or Risky from how late they pay, with a simple mix, thresholds and history rules to adjust.

Currency conversion in Invunion: turn it on in a few clicks to match a payment and an invoice in different currencies, and choose the rate with the pricing mode.

API keys in Invunion: create a key with an access profile or custom permissions, set an expiry, copy the secret once, and read and revoke the keys of an Entity.

Webhooks in Invunion: add an HTTPS endpoint, choose the events and alerts, verify the signature, send a test, read the delivery log, and understand retries.

The Invunion audit log: a read-only record of who or what acted on which record, with filters, a detail view with before and after values, history, and a CSV or JSON export.

Automatic statements in Invunion: receive bank statement and invoice files over SFTP without manual upload, ask support to set it up, sync on demand, and read the recent imports.

Invoice import in Invunion: choose the accepted formats, upload a sample file, map CSV columns or XML tags to invoice fields, set the SFTP prefix, and save the mapping.

Transaction import in Invunion: save a CSV, JSON or CAMT mapping on each company account, set the delimiter, amount mode, date and decimal format, and the SFTP file prefix.

Set up an EBICS contract in Invunion: create and send your keys, sign the initialisation letter, confirm the bank's keys, and schedule statement downloads.

Clear definitions of the bank reconciliation, invoice matching, Open Banking, and Invunion terms used throughout this knowledge base.