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How do I add products and services to my catalog for invoicing?

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 

  1. Go to Transfer & Pay
  2. Select Send invoices
  3. Go to Settings and choose Invoice items
  4. Go to the Items tab. 
  5. Select Upload items list. 
  6. 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.  
  7. Select Submit

To manually add products and services to your catalog in digital banking 

  1. Go to Transfer & Pay
  2. Select Send invoices
  3. Go to Settings and choose Invoice items
  4. Go to the Items tab. 
  5. Choose Add item
  6. Enter the Item Name and Price
  7. Choose if the item is Taxable by default using the Yes and No buttons. 
  8. Select Add item