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How do I create and send invoices?

You can easily create and send invoices to your customers with digital banking. 

To create and send an invoice using digital banking 

  1. Go to Transfer & pay.
  2. Select Send invoices.
  3. Go to the Invoices tab. 
  4. Choose + Create Invoice
  5. Enter the invoice details, invoice items, and payment options
    Note: If you need to wait to finish creating your invoice, you can select Save as draft.  
  6. Select Create and share
  7. Review the preview of your invoice that pops up.  
  8. Choose which way you’d like to share the invoice.  
  9. Select Share Invoice