Biz Invoice guides and FAQs
How to guides
There is no need to apply for Biz Invoice. The tool will be visible in Westpac Live Online Banking, provided a customer has access to a Westpac Business One Low or High account.
Biz Invoice comes with Westpac Business One High and Business One Low accounts for existing and new customers. In order to use Biz Invoice, customers or Users in a Business Network will need to have completed a Westpac identity check and the owner of the account must have an Australian address registered on their Westpac Live Online Banking profile.
No. The Biz Invoice profile set up in a particular Business One account will be specific to that specific account ONLY. You cannot transfer invoices to another Business One account, and the Biz Invoice profile cannot be set up include another account details as a default payment setting.
If the account Biz Invoice was set up with is closed, you will no longer have access to any of the invoices generated in Biz Invoice via Westpac Live Online Banking.
It is recommended to download all the invoices generated in Biz Invoice as PDFs before closing the account to avoid losing historical invoicing data.
Biz Invoice will always remain available, as long as you have an eligible Business One account and access to Westpac Live Online Banking. However, you can remove the tile from your overview dashboard (via desktop only) by: selecting the cog on the tile; and following the steps to remove.
If a member of a network has access to a Business One account via Westpac Live Online Banking, they will see the Biz Invoice tool and can use it. You can either inform network members not to use the tool, remove the icon from the dashboard, or revoke account access to members of their network.
Biz Invoice will match the Invoice ID used in the customer’s payment description field back to the invoice. Invoices are only auto-reconciled if the proper Invoice ID is included; the Invoice ID included is complete and correct; and the amount paid does not exceed the total unpaid on the invoice. Invoices cannot be matched by customer name or amount.
No, this payment won’t auto-reconcile. You will need to manually reconcile the invoice and payment.
You can un-link the payment to the invoice by accessing the invoice and clicking ‘Un-link Payment’. This will not return or cancel the payment made to your account. It will only de-link the payment from the invoice. You can then manually reconcile that payment to the correct invoice if required.
Customers can update their registered business address via Westpac Live. Note: Address must be an Australian address. Biz Invoice will not operate if the account linked to the Biz Invoice profile has an overseas address.
If they are using:
- Westpac Live Personal Banking - navigate to Services & Preference > Preferences
- Westpac Live for Business (Organisation Network) - navigate to Administration > Business Contact Details.
To change the ABN displayed on the invoice you will need to contact Westpac and update the ABN on the account linked to the Biz Invoice profile.
BizInvoice will use the ABN provided in Westpac Live. There are no validity checks conducted on your ABN at the time of setting up an invoice template, or issuing an invoice to a customer.
You can optionally enter the recipient’s ABN when creating a customer. In this case we only check that the ABN is in a valid format, not that it belongs to the recipient that is being created.
There is no limit on the number of customers or goods and service items that can be added to the profile.
The name that appears on invoices and email signature is the name of the owner of the account linked to the Biz Invoice profile when the Biz Invoice profile was set up. This cannot be manually changed in the tool. However, you can amend the business logo to align to your brand or trading as name.
The email address that is used to set up Biz Invoice and can be managed in Settings, is the email address used to send the invoice.
There is currently no ability to provide a discount to the overall invoice. You can change the amount of an item when you are adding it to the invoice, and then state in the comments of the email to your customer that you have applied a discount to that item (or items).
Yes, this can be done each time the invoice is sent out via the Comments section in the email confirmation. For example, including a link to the website with your returns policy.
Yes, if the Business One account is jointly owned, Biz Invoice is available for both owners to access and use via Westpac Live. Anything done in Biz Invoice by one business partner will be visible by the other.
Currently, Biz Invoice only provides you with the last 30 days snapshot of total amounts paid and cannot be amended to reflect longer periods.
Currently, Biz Invoice only provides set payment terms of 1 day;7 days; 14 days; and 30 days , which cannot be amended to reflect different periods.
Currently, Biz Invoice only allows invoices to be sent to a single address for your customer – invoices cannot be sent to multiple email addresses from within Biz Invoice. If your customer does not receive the invoice, you have the option to resend the invoice to a different email address.