You can add products and services to your catalog to easily use for future invoices.
To upload your product and service catalog in digital banking
- Go to Transfer & Pay.
- Select Send invoices.
- Go to Settings and choose Invoice items.
- Go to the Items tab.
- Select Upload items list.
- Choose a .csv file to upload your catalog of products and services.
Note: A template is available to make sure all items are uploaded correctly.
- Select Submit.
To manually add products and services to your catalog in digital banking
- Go to Transfer & Pay.
- Select Send invoices.
- Go to Settings and choose Invoice items.
- Go to the Items tab.
- Choose Add item.
- Enter the Item Name and Price.
- Choose if the item is Taxable by default using the Yes and No buttons.
- Select Add item.