With our new invoicing feature you can quickly create invoices and track payments on the Metro Bank app.
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.
Invoicing has not yet been released for Business Online Banking, but we will be making it available in 2021.
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.
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:
Tap ‘My invoices’ from the business homepage, select ‘Create invoice’, then:
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.
Invoices are listed by creation date, with newer invoices first. You can also view them by ‘status’, where you can see invoices that are:
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:
You can remove a payment from an invoice if it has been reconciled in error. If the invoice is ‘Partially paid’, follow these steps:
If the invoice is fully paid, follow the steps below:
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.