How do Invoice Payments work?
NorthOne’s Invoice Payments feature allows you to upload and store vendor/supplier invoices, as well as pay those invoices directly from your NorthOne Account. And with our convenient scheduling functionality, you can schedule future payments to go out on the invoice due date.
How do I add an invoice?
You can add an invoice by one of three ways:
1. Selecting ‘Scan’ invoice. This will prompt you to upload it, and NorthOne will automatically ingest the invoice details and create a draft upload for you to review.
2. Selecting ‘Manually Create’ invoice. This will prompt you to manually enter in the details of the invoice.
3. Emailing your invoice to ‘[email protected].’ NorthOne will automatically ingest the invoice details and create a draft upload for you to review.
Note: Only email addresses associated with your account will be able to send invoices. Contact our Customer Care team from the ‘Support’ tab if you would like to whitelist another email address.
To scan an invoice:
Login to your NorthOne Account on your desktop (Note: Invoice Payments is currently only available on desktop).
From the top menu, select ‘Invoice Payments’
Select ‘Add Invoice’
Upload Invoice in the side panel, follow the prompts to save your invoice once it’s been uploaded. The following file formats are acceptable: JPEG, PNG, PDF or TIFF.
Select ‘Scan Invoice’
You can manually edit the upload, should you need to. You can also pay your invoice once it’s uploaded. For more details on how to pay an invoice, see the below section titled “How do I pay an invoice?”
To manually create an invoice:
Login to your NorthOne Account on your desktop (Note: Invoice Payments is currently only available on desktop).
From the top menu, select ‘Invoice Payments’
Select ‘Add Invoice’
Upload a file copy of your invoice. The following file formats are acceptable: JPEG, PNG, PDF or TIFF. Choose ‘Manually Fill Out’ when prompted
Enter in the required fields on the screen (for example: vendor name, invoice total, invoice due date, etc).
Follow the prompts to save your invoice once the required fields have been entered. You can also pay your invoice once it’s uploaded. For more details on how to pay an invoice, see the below section titled “How do I pay an invoice?”
To upload an invoice by email:
1. Send the invoice you’d like to upload to [email protected]. The following file formats are acceptable: JPEG, PNG, PDF or TIFF. NorthOne will automatically ingest and upload the invoice file.
2. Login to your NorthOne Account on your desktop (Note: Invoice Payments is currently only available on desktop).
3. From the top menu, select ‘Invoice Payments’
4. Select the uploaded invoice from your invoice list. Follow the prompts to save your invoice once the required fields have been entered. You can also pay your invoice once it’s uploaded. For more details on how to pay an invoice, see the below section titled “How do I pay an invoice?”
How do I pay an invoice?
Once an invoice has been uploaded, you can choose to pay an invoice, or schedule a payment for later, by following these steps:
1. Select the ‘Pay Invoice’ button on the uploaded invoice
2. Enter the required payment details:
a. Method of payment (e.g. Standard ACH, Same-Day ACH*, wire transfer**, etc).
b. Choose where you’d like the money to come from (e.g. Deposit Account, or one of your envelopes***)
c. Choose the date you’d like to pay the invoice (i.e. today, or a date in the future)
d. Choose whether or not you’d like to pay the full amount, or a portion of the amount owed. Note: any remaining balance will be indicated in your ‘Unpaid Bills’ section of the ‘Invoice Payments’ tab.
3. Select ‘Review Payment’
4. Review the payment details and, if correct, select “schedule payment” (or “make payment” if the payment is to be made immediately).
5. If paid immediately, the invoice will move from your ‘Unpaid’ to ‘Paid’ section. If the invoice payment is scheduled, the invoice will remain in your ‘Unpaid’ section until the payment date, and the status of the invoice will be set to ‘Scheduled.’
What happens if my balance at the time of a scheduled payment is below the payment amount?
If the balance required to make your scheduled payment is lower than the scheduled payment, then your scheduled payment will fail. You will receive an email and push notification letting you know that your scheduled payment has failed, and the status of your unpaid invoice will be set to ‘Payment Failed.’ You can re-attempt payment by following the steps above for ‘How do I pay an invoice?’
How do I cancel a scheduled payment?
To cancel a scheduled payment, select the invoice from your ‘Unpaid Invoices’ section and click the ‘Cancel Payment’ button on the bottom right.
—
NorthOne is a financial technology company, and not a bank. Banking services are provided by The Bancorp Bank, N.A., Member FDIC.
*Same-day ACH payments subject to fee. Timing of transfer depends on when the payment is scheduled. See the Deposit Account Agreement for cut-off times and more information.
**Domestic wire payments subject to $15 fee. See our Deposit Account Agreement. Transfer requests are initiated as late as 3:30PM ET.
***NorthOne Envelopes let you designate a portion of your balance for certain purposes, and you can view them on the mobile app or website to help you stay organized. For more information, see our Deposit Account Agreement.