How to generate an invoice in Biz Invoice
Sign in to Biz Invoice from your mobile or desktop.
1. Sign in to Biz Invoice (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 your online banking, select the Westpac logo on the top right corner.