Administration setup

These seven steps tell Invunion who you are and how you work. Do them in this order: each step uses what the previous one created.

Everything here belongs to the Entity you are in. Check the Entity name at the top of the menu before you start.

Step 1: Import your internal information

Counterparties and Payment Methods in the menu.

Invunion needs to know which bank accounts are yours. Money moved between your own accounts is an internal transfer, and Invunion keeps it out of invoice matching.

1. Create your Internal counterparty. In Counterparties, select Add and give it the role Internal. It stands for your own company. If your group has several companies, create one for each. See Counterparties.
2. Declare your own bank accounts. In Payment Methods, add each of your accounts with the ownership Company account, then pick the Owning entity: your Internal counterparty. See Payment methods.

With many accounts, use Import on each page to load a CSV file. See Other ways to create counterparties and Other ways to create payment methods.

Accounts that Invunion finds on its own but cannot link land on Own accounts to assign. Move them to the right Internal counterparty. See System counterparties.

Step 2: Enter your Organization and Entity details

Settings > Administration > Organization & Entity.

Fill in the three cards and select Save.

Card	Fields
Name	Organization Name and Entity Name. The Organization identifier is shown too. It cannot be changed.
Primary contact	Name, Surname, Email and Phone of the person Invunion can contact.
Legal address and identity	Address, City, Postal Code, Country, VAT number, Company registration number, Billing email and Billing name / service.

An Organization can hold several Entities, for example one per company or one per country. Each Entity has its own details.

Step 3: Set your rules and match levels

Settings > Administration > Rules.

Rules tell Invunion what to leave out, and who a bank line comes from.

1. Exclusion rules. Keep bank lines that are not customer payments out of matching, and record why: salaries, taxes, bank fees, loans. For example, a rule with the Category payroll and Description contains SALARY marks all your salaries. Money out is already out of scope by default, so rules matter most for money in that is not a customer payment, such as a loan or a tax refund. See The default, Add a rule and the examples for tax payments and bank fees.
2. Identification rules. Link a bank line to a customer when the bank account alone is not enough, for example with a customer number in the text. See Add a rule.
3. Match levels. On the Match levels card, tell Invunion about Your prices (Mostly the same, Mixed or Mostly customized). Then choose whether to Confirm Strong matches on their own, or send them to the Match inbox. See Match levels.

You do not need a rule for transfers between your own accounts. Step 1 already covers them. See Internal transfers.

Step 4: Set your accounting settings

Settings > Finance > Accounting.

1. Choose the month your fiscal year starts. See Fiscal year.
2. Set the default payment term, in days. Invunion uses it for invoices that arrive without a due date. See Default payment term.
3. If your invoices are paid in several transactions, create an invoice schedule, for example 30% then 70%. Invunion then expects each installment and recognizes a payment of exactly one installment. See Invoice schedule.

Step 5: Adjust payer scoring

Settings > Finance > Payer scoring.

Invunion gives every customer a score from 0 to 100 and a label: Good, Watch or Risky. The defaults fit most businesses. Change them if, for example, your customers often pay a little late by habit. See What you can set.

Step 6: Turn on currency conversion

Settings > Finance > Currency conversion.

Do this step only if your customers pay in another currency than the one on the invoice, for example a USD invoice paid into a EUR account. Until you turn it on, Invunion only matches a payment and an invoice in the same currency.

Turn on Allow currency conversion, pick the company account from step 1, and choose the invoice currencies to convert. See Connect it in four steps.

Step 7: Optional: invite members and set notifications

Settings > Administration > Members and Settings > Administration > Notifications.

1. Invite your colleagues and choose what each one can see and do. See Invite a member.
2. Set notifications to be told when something needs you, for example when an invoice is paid. See Add a notification. To receive them in Slack, see Connect Slack to notifications.

Updated 14 October 2026 · View as Markdown