This is where NRTH saves you the most time.
Once a customer's mandate is linked to their accounting contact, you don't need to create payments in NRTH manually. Just raise your invoices in Xero, QuickBooks, or Sage like you always have.
Here's what happens behind the scenes:
1. You send an invoice Raise and send an invoice from your accounting software to a linked customer. Nothing changes about your normal workflow.
2. NRTH detects it NRTH automatically picks up the invoice, identifies the customer, the amount, and the due date.
3. Payment is collected On the due date, NRTH collects the payment via Direct Debit from the customer's bank account. The customer is notified before the collection.
4. You get paid The funds are paid out to your connected bank account.
5. It's reconciled for you The payment is matched to the invoice in your accounting software automatically. The invoice is marked as paid and closed off. No manual reconciliation needed.
This works whether you have 1 invoice due or 100. NRTH collects them all individually, pays you out in bulk, and reconciles every single one back in your accounts.
You don't need to touch NRTH at all. The whole point is that it runs in the background while you work the way you always have.
What if my accounting software is not connected?
Automatic collection only works when NRTH is connected to Xero, QuickBooks, or Sage. If your accounting software is not connected, NRTH cannot pick up invoices and will not collect automatically. You can still collect payments manually using a Payment Link or by creating a one-off payment in NRTH. To enable automatic collection, go to Settings and connect your software under Integrations.
What if a customer is not linked to an accounting contact?
If a NRTH customer is not linked to their matching contact in your accounting software, invoices raised for that contact will not be collected automatically. Go to the Customers page, find the customer, and link them to their accounting contact. Once linked, all future invoices for that contact will be picked up and collected automatically.