Bank of Hillsboro Business Online Banking Guide

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Add an Allowed Company................................................................................................... 90 Manage Allowed Companies.............................................................................................. 91 Actions for Unlisted Companies......................................................................................... 92 Block an ACH Item................................................................................................................ 93 Manage Blocked Items........................................................................................................ 94 Manage Watch List............................................................................................................... 95 Manage Watch List............................................................................................................... 96 Reports Creating a New Report................................................................................................97 Running an Existing Report........................................................................................98 Editing a Report...........................................................................................................99 Deleting a Report......................................................................................................100 Alerts Alerts Overview.........................................................................................................101 Custom Alerts.................................................................................................................... 102 Business Banking Alerts................................................................................................... 103 Security Alerts.................................................................................................................... 104 Turning Alerts On and Off................................................................................................ 105 Autobooks Overview.................................................................................................................... 106 Send an Invoice.........................................................................................................107 Send a Recurring Invoice.........................................................................................109 Edit Invoice Draft......................................................................................................111 Mark Invoice as Paid................................................................................................112 Copy Invoice..............................................................................................................114 Email Invoice.............................................................................................................116 Cancel Invoice...........................................................................................................117 Edit Recurring Schedule...........................................................................................118 Pause Recurring Schedule.......................................................................................120 Resume Recurring Schedule...................................................................................121 Cancel Recurring Schedule......................................................................................122 Export Invoices.........................................................................................................123 New Estimate............................................................................................................124 Edit an Estimate........................................................................................................126 Email an Estimate.....................................................................................................128 Create an Invoice from an Estimate.......................................................................129 Cancel an Estimate...................................................................................................131 Export Estimates.......................................................................................................132 Add a Customer........................................................................................................133

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