Invoicing for business

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

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.

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.

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.

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

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.

1. Open the invoice via ’My invoices’
2. Click 'More' on the top right of the screen
3. Select 'Void invoice’

1. Open the invoice via ‘My invoices’
2. Click 'More' on the top right of the screen
3. Select 'Write off invoice'

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’.

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.

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.

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

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

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.