Invoice

Manage and send invoices to your clients.

Total

Sent

Paid

Overdue

Total paid

Outstanding

Invoices by status

Revenue collected

→

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No invoices yet

Use Bulk Upload or create your first invoice manually.

Invoice #	Client	Amount	Issue date	Due date	Paid date	Status	Actions
						Partial: of	Sure? Sure? ✓ Paid Undo?

Supported banks

Commonwealth Bank (CBA) ANZ NAB Westpac Macquarie

Export a CSV from your online banking and drop it here. Only credit transactions (money in) are matched against your outstanding invoices.

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Drop your bank CSV here

or click to browse · .csv files only

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🏦

✅Auto-matched — high confidence (≥85%) All pre-selected · uncheck to exclude

⚠️Review needed — moderate confidence (40–84%) Tick those you want to confirm

❌No matching invoice found These will not be marked paid

invoices selected to mark as paid

✅

Reconciliation complete!

Invoices marked as paid. Transactions saved for your records.

Invoices marked paid

Total amount

Skipped / no match

👤

No customers yet

Add manually or upload an Excel to create them automatically.

Name	Email	Phone	Company	Address

📝

No saved descriptions yet

Add ones you use often — they'll show up as suggestions when you're creating an invoice, and new ones you type there get saved here automatically.

Description

📋 Columns: Customer Name · Email · Phone · Address · Company Name · Notes · Description · Qty · Unit Price · Due Date · Invoice Group — amounts ex-GST. Phone, Address, Company Name and Notes are optional.

📋 Columns: Customer Name · Email · Phone · Address · Company Name · Notes · Description · Amount · Due Date · Invoice Group — amounts ex-GST. Phone, Address, Company Name and Notes are optional.

🆕 New customer detection: a row is matched to an existing customer by Name + Email + Company (case-insensitive, ignoring extra spaces). If Company is left blank, matching falls back to Name + Email against customers who also have no company. Any row that doesn't match creates a brand new customer automatically.

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Drag & drop your Excel file here

or click to browse

↓ Download template (.xlsx)

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Column mapping

Customer name col

Email col

Phone col (optional)

Address col (optional)

Company col (optional)

Notes col (optional)

Description col

Due date col

Invoice group col

GST (whole batch)

Issue date (whole batch) (optional)

Leave blank to use today for every invoice in this batch, or set one date to backdate the whole batch (e.g. importing last month's work).

Client

Client can't be changed on an existing invoice — cancel this one and create a new one if it's for someone else.

New client

Name *

Email *

Phone

Company

Customer reference ? If "Use each client's Customer reference for numbering" is on in Settings → Document numbering, this client's invoices are numbered from this reference instead of the shared Invoice sequence. Leave blank to always use the shared sequence.

Address

Invoice details

Invoice #

Issue date

Can be backdated. Locks once the invoice is sent.

Due date

Notes

Description	Qty	Unit price	Amount
No saved descriptions yet

Description	Amount
No saved descriptions yet

Subtotal (ex-GST)

GST (10%)

Total (inc-GST)

Pricing format

GST

Email subject

Tip: keep {invoice_number} and {business_name} if you want those filled in automatically.

CC (optional)

Extra people to loop in on this invoice's emails — separate multiple addresses with commas.