Westpac Live guides
To help you get the most from your online banking, we’ve created some helpful how-to guides that explain some key features.
Opening a new Term Deposit online
Rolling over existing Term Deposit online
- Manage, edit or remove existing Users
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Setting up Westpac Live access times for Users
- Updating business daily limit
- Adding a new user
- How to remove a user
- How to manage who has account access
- How to manage permission and approval settings
- How to set up approvals for payments
- Giving User access to new accounts
- How to change a User's daily payment limit
- How to change your business phone number
- How to change your registered business address
- How to set the number of approvals for administration tasks
- How to update your contact and billing account details
- How to set the number of approvals for a payee task
- Updating third party access
- How to add, view and update your registered business email address
- How to add or update your ABN
- Business Network - how to assign a token to a user
- Business Network – how to switch security devices
- Business Network user - how to activate a token
- How to order a replacement token for expiring or expired tokens
- How to request spare tokens
- How to report a lost or stolen card
- How to lock your card temporarily
- How to switch from token to SMS
- How to set up Biz Invoice in 3 easy steps
- How to manage Biz Invoice set-up settings
- How to generate an invoice in Biz Invoice
- How to change an auto-reconciled invoice in Biz Invoice
- How to manually reconcile an invoice in Biz Invoice
- How to send payment reminder emails automatically in Biz Invoice
- How to resend an invoice in Biz Invoice
- How to cancel an invoice in Biz Invoice
- How to set up and manage your Biz Invoice customer section
- How to set up and manage your Biz Invoice Goods & Services section
- How to create a reconciled payment report in Biz Invoice
- How to set up automatic reminders in Biz Invoice
- How to customise your first Biz Invoice number
- How to backdate manual payments in Biz Invoice
- How to set up BPAY® (sole traders only)
- How to remove BPAY from invoices
- How to manage invoices on your Biz Invoice dashboard
- How to share the URL of a Biz Invoice
Did you know that you can send invoices from your online banking?
Biz Invoice is an easy to use invoicing feature available now with a Business One Low or High transaction account.
Terms and conditions and eligibility criteria apply. Find out more