New to using Monzo business. Great to see some of the suggestions made here have already been implemented like company logos. Thanks!
These features have already been suggested but there are the must haves I would love to see added:
Must have the option to attach invoices as PDFs
It’s the first thing I noticed missing and the first thing a client requested on invoice no.1 lol. For now, we have to email to ourselves, screen grab, crop and convert Tiff to PDF, then send. Little janky.
Adding a note is essential (especially given the limited invoice capabilities)
There’s a custom field marked “reference” but whatever I type there disappears and doesn’t appear on the invoice or previews. Really need somewhere to type what the context of the invoice is. We resorted to an all-CAPS item with 0.00 cost, which just looks unprofessional IMO.
Must be able to control invoice numbers fully
The invoicing system adds a clunky 6 digit reference number to the invoice for no apparent reason. Train of thought: What is this number? Is it different for each client? Why isn’t that number showed anywhere until you send your first invoice? As this info has no value to the client, why can’t it be turned off on the client-facing invoice?
Also, as a new business, you’re unlikely to want to issue “invoice no.1” to a client. Sad tho it is, even as a startup, people expect you to have done a lot of work before working with them. Starting a custom number would be important IMO and essential if you’re already established at the point of opening the account! For now, you have to issue a few 0 invoices to yourself to get the numbers up a bit before issuing to real clients. Again, a bit janky UX.*
I appreciate invoicing features are just to sweeten the deal of the core offering of a bank account. But I look forward to these essentials being added in the near future, to make the basic perk more flexible and therefor more valuable to new and established businesses.
Keep up the great work Business Banking team!
Shout out to Ella in customer service for all their help getting the ball rolling.