In Online Banking, click on ‘Invoicing’ in the main menu. After choosing to ‘Create an invoice’, you’ll need to add some important information to make up your invoice. First you'll need to select a customer, or create a new one. You’ll be able to add an invoice title, Purchase Order (PO) number, due date, supply date, and the line items you’re invoicing for. For each line, you can specify a description, price, quantity and VAT rate (if applicable).

Once you've done this, you can click out of the invoice – it’ll be saved as a draft so you can come back to it later. At this stage, you can also preview the invoice to see what it will look like, make any edits you want, and then once you’re happy, click to finalise. This will move the status of the invoice from ‘Draft’ to ‘Finalised (ready to send)’ and remove the draft watermark. Don’t forget that you still need to send the invoice to your customer.