How to create a Reconciled Invoices Reports in Biz Invoice

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We are currently not accepting applications for new Biz Invoice1 customers. This service is only available if you are currently using Biz Invoice. Existing Biz Invoice customers will not be able to edit their settings at this time. 

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How do I calculate total sales?

1. Download the reconciled payments summary by clicking on ‘Reports’ and then ‘Download CSV’

2. Sum the amounts in column K (11th column) titled ‘Total Reconciled Payments’. More help on summing cells in Excel

How much GST have I collected?

Only available for Biz Invoice profiles linked to a Business One Low or High Plan account.

1. Download the reconciled payments summary by clicking on ‘Reports’ and then ‘Download CSV’

2. Sum the amounts in column J (10th column) titled ‘GST on Reconciled Amount’. More help on summing cells in Excel

What is the total $ of Biz Invoices sent?

1. Download the reconciled payments summary by clicking on ‘Reports’ and then ‘Download CSV’

2. Sum the amounts in column E (5th column) titled ‘Invoice Total’. More help on summing cells in Excel

Note: This is the total value of Biz Invoices sent which is different to total income received from Biz Invoice (column K).

Limitations of the Reconciled Invoices Report

The ‘Reconciliation Date’ in the reconciled payment summary (column H) reflects the date on which a payment was reconciled in Biz Invoice (either automatically or manually). This may not be the date on which a payment was received into your bank account.

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Things you should know
1. Only existing Biz Invoice users are eligible to use Biz Invoice. In addition, these customers must continue to be registered for Online Banking and hold a Westpac Business One Low Plan or Business One High Plan or Foreign Currency Account (excluding the Chinese Yuan RMB foreign currency account). Terms and conditions, fees and charges apply in relation to the above accounts. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement for  Westpac's Online Banking facility,  Business transaction accounts and  Foreign currency account (PDF 291KB), before deciding. 

2. Each BPAY transaction will incur a transaction fee. Read the disclosure documents for your selected product or service, including the  Biz Invoice BPAY Sub-Biller Agreement Terms and Conditions (PDF 248KB) and  Direct Debit Request including the Direct Debit Request Service Agreement (PDF 36KB), before deciding. Terms, conditions, fees, charges and eligibility apply. Full details are available on application and subject to approval.

BPAY® is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.​