You can easily create and send invoices to your customers with digital banking.
To create and send an invoice using digital banking
- Go to Transfer & pay.
- Select Send invoices.
- Go to the Invoices tab.
- Choose + Create Invoice.
- 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.
- Select Create and share.
- Review the preview of your invoice that pops up.
- Choose which way you’d like to share the invoice.
- Select Share Invoice.