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Use sample setup

Every new account starts in a sandbox Entity, with a test bank and sample data and nothing real connected. To see Invunion reconcile payments with invoices, choose Create a sample setup for me, then open the Match inbox.

Steps

  1. Create an account. Sign up and confirm your email from the link Invunion sends. You land on the Entity setup screen.
  2. Choose Create a sample setup for me.
  3. Wait for “Your sandbox is ready”. Invunion lists what it created.
  4. Select Open the match inbox.
  5. Open one suggested match. Check the amount, currency, date, reference and customer, then confirm it.

What the sample setup creates

ItemCount
Internal counterparty with your own bank accounts1, with 2 accounts
Customers10
Invoices20
Credit notes4
Bank transactions, sent to matching33

It also adds rules that identify who paid, rules that keep payroll, tax, bank fees, loans and some incoming transfers out of invoice matching, and auto match for exact references, installments and customers that can be identified on their own. Some payments cover several invoices and some invoices are paid in installments.

Generate your own sample data

Want sample data that looks like your own files? Answer the questions below and download a zip of invoices, counterparties and bank lines to import into your sandbox Entity. Nothing is uploaded to Invunion. Use Open Banking demo connection shows Open Banking at work.

Generate your pack

Can you link your invoices to a customer number?
Would you rather migrate your customers and invoices at the same time, or migrate your customers first and then your invoices?
In the transactions that you receive, do you usually know the IBAN of your customer?

IBANs are never placed on invoices. Issuer IBAN sends the money. Recipient IBAN receives it.

How is your payment process?

Credit notes travel with the invoices. Each refund is a separate transaction file.

Do invoice amounts differ a lot from one customer to another?
If a credit note happens, will you emit a credit to the customer for their next invoices, or will it be a refund?
How do customer payments split?

Use 10% steps. The three values must sum to 100%.

Invunion will not split one payment across invoices. Those lines go to Match inbox.

How do you want to simulate the invoices?

This chooses the invoice format you will import.

How do you want to simulate the transactions?

This chooses the bank format you will import.

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