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Invoicing for business

With our new invoicing feature you can quickly create invoices and track payments on the Metro Bank app.

How to access invoicing

Mobile banking

Business customers can now access invoicing in our mobile app on iOS and Android devices.

If you’re not already registered for mobile banking, please download our app to get started.

Online banking

Invoicing has not yet been released for Business Online Banking, but we will be making it available in 2021.

Invoicing benefits

  • Create and track invoices and payments from anywhere, anytime, on your mobile
  • Payments into your account reconcile automatically to invoices, saving you time

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Get started

Select ‘My invoices’ on the mobile app business homepage. Follow the steps to confirm your company details, the account you'd like to receive payments in, and your company logo (optional). Once this is done, you can start using the feature to create invoices.

Questions and answers

How do I choose my default account?

The accounts below cannot currently accept invoice payments. Please make sure you do not choose any of these as your default account for receiving invoice payments:

  • Business Credit Card
  • Trust Bank Account Variable Business Deposits
  • Client Premium Deposit Account Variable Business Deposits
  • Trust Instant Access Account Variable Business Deposits
  • Notice Accounts Variable Business Deposits
  • Business Fixed Term Deposit
  • Flexible Client Term Deposit
  • Trust Fixed Term Deposit Account
  • Community 1 Year Fixed Rate
  • Flexible Client Term Deposit Variant
How do I create an invoice?

Tap ‘My invoices’ from the business homepage, select ‘Create invoice’, then:

  1. Select or search for a customer that you have already set up, or tap ‘Add a customer’ to set up a new one
  2. Use the 'Issue date' field to choose a date to issue the invoice
  3. Complete the ‘Due date’ field to set a deadline for payment
  4. Select 'Next'
  5. Click ‘Add a product / service to specify the product(s) or service(s) you are invoicing for
  6. Choose your preferred payment method: Bacs, bank transfer, cash, cheque or PayPal
  7. Tap ‘Notes & terms’ if you want to add any further information
  8. Select ‘Invoice preview’ to check everything is correct
  9. Select ‘Create PDF invoice’ to generate the invoice now, or 'Save draft' to save it for later

We give each invoice a unique reference number so you can easily keep track of it.

How do I send an invoice to my customer?

You need to download the PDF invoice and share it with your customer yourself – e.g. via email or WhatsApp. You can also download multiple invoices as an Excel or CSV document.

How do I see a list of all my invoices?

This can be done via ‘My invoices’, accessible from the business homepage screen. Here you can filter, sort or export your invoices – including any draft versions.

Can I issue an invoice to a customer outside the UK?

No. You can only create invoices in GBP, for customers based at a UK address.

Can I delete an invoice?

You can’t delete an invoice. You can mark an invoice as ‘void’ (if you made it by mistake or want to cancel it) or ‘written off’ (if you won’t receive payment on it). Void and written off invoices will be moved to the archives folder which is accessible from the top right menu within ‘My invoices’.

You can delete draft invoices.

How do I mark an invoice as void?
  1. Open the invoice via ’My invoices’
  2. Click 'More' on the top right of the screen
  3. Select 'Void invoice’
How do I write off an invoice?
  1. Open the invoice via ‘My invoices’
  2. Click 'More' on the top right of the screen
  3. Select 'Write off invoice'
How are my invoices organised?

Invoices are listed by creation date, with newer invoices first. You can also view them by ‘status’, where you can see invoices that are:

  • Drafts
  • Unpaid
  • Overdue
  • Partially paid

Invoices that are ‘void’ or ‘written off’ can be viewed by selecting ‘archive’ from the menu on the top right in ’My invoices’.

How do I add or change my company logo on invoices?

A company logo can be added along with your company details when you set up invoicing. You can either take a picture of the logo or upload it from your photos.

Want to change your company logo? Go to the menu on the top right in ‘My invoices’, select ‘Your business details’, then ‘Confirm details’, and upload the new logo.

Will payments into my account reconcile automatically to invoices?

If a payment into your account is recognised as a match for an invoice it will be automatically reconciled. You can remove payments from invoices if they have reconciled incorrectly – see ‘What if a payment is reconciled to the wrong invoice?’ below.

How do I reconcile a cash payment to an invoice?

Currently we do not offer the option to reconcile cash payments or payments made to another bank. However, you can mark your invoice as ‘Paid’ or ‘Partially paid’ if it was paid via another bank account or in cash. Just follow the steps below:

  1. Select ‘View invoices’ from ‘’ on the accounts screen
  2. Select the invoice in question
  3. Tap ‘More’
  4. Tap ‘Record payment’
  5. Tap ‘Other’
  6. If the full invoice amount was received tap ‘Yes’
  7. If only part of the invoice amount was received tap ‘No’ and type in the amount received
  8. Tap ‘Save payment record’
  9. The invoice will be changed to the ‘Partially paid’ or ‘Paid’ Status



What if a payment is reconciled to the wrong invoice?

You can remove a payment from an invoice if it has been reconciled in error. If the invoice is ‘Partially paid’, follow these steps:

  1. Select the invoice from ’My invoices’
  2. Click 'More' on the top right of the screen
  3. Select 'Edit payment record' and then use the check boxes to mark the transactions you would like to remove from the invoice

If the invoice is fully paid, follow the steps below:

  1. Select the invoice from ‘My invoices’
  2. Click 'More' on the top right of the screen
  3. Select ‘Revert to unpaid’. Please note: this will remove all payments linked to this invoice
How can I edit my customers or products and services?

Go to ‘My invoices’, tap the menu in the top right hand corner and then to select ‘Customer management’ or ‘Products and services’.

Please note that changing details here will not update the customer or product/service details on invoices that have already been created.