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How to generate an invoice in Biz Invoice

1. Click on Biz Invoice tile (desktop & mobile)

2. Select Create an invoice

3. Start typing in Recipient’s name

4. Select from drop down or Create new customer and enter customer details

Tip: Once a customer has been created they will appear in your Customers list for use again

5. Enter Due Date from drop down list options

6. Start typing line item in Add a line item

7. Select existing line item or Select Create new item, Enter item details, click Add. You can edit, delete or add another item as required

Tip: Option to save as draft, preview invoice or send

8. Click Send invoice – view email message, customer email, add additional comments if required and send a copy to yourself

9. Click Send
 

Tip: To navigate back to Westpac Live accounts dashboard select Overview


For more help, watch the video below