Constitution Bank Business Online Banking Guide

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100 Alerts Overview ........................................................................................................ Custom Alerts.................................................................................................................... 101 Business Banking Alerts................................................................................................... 102 Security Alerts ................................................................................................................... 103 Turning Alerts On and Off................................................................................................ 104 Autobooks Overview ................................................................................................................... 105 Send an Invoice ........................................................................................................ 106 Send a Recurring Invoice ........................................................................................ 108 Mark Invoice as Paid................................................................................................ 111 Copy Invoice ............................................................................................................. 113 Email Invoice............................................................................................................. 115 Cancel Invoice........................................................................................................... 116 Edit Recurring Schedule .......................................................................................... 117 Pause Recurring Schedule ...................................................................................... 119 Cancel Recurring Schedule ..................................................................................... 121 Export Invoices......................................................................................................... 122 New Estimate............................................................................................................ 123 Edit an Estimate ....................................................................................................... 125 Email an Estimate .................................................................................................... 127 Create an Invoice from an Estimate ...................................................................... 128 Export Estimates ...................................................................................................... 131 Add a Customer ....................................................................................................... 132 Import Customers.................................................................................................... 133 Export Customers .................................................................................................... 134 Edit a Customer........................................................................................................ 135 Archive a Customer ................................................................................................. 137 Invoice Balance Details............................................................................................ 139 110 Edit Invoice Draft...................................................................................................... 120 Resume Recurring Schedule................................................................................... 130 Cancel an Estimate .................................................................................................. 140 New Product/Service ............................................................................................... Edit Product/Service ................................................................................................ 141 Reports Creating a New Report ...............................................................................................96 Running an Existing Report .......................................................................................97 Editing a Report...........................................................................................................98 Deleting a Report ........................................................................................................99 Alerts