Dieterich Bank Online Mobile Banking Business User Guide

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8. To add an additional product or service, click the “+ Add line item” link. 9. To add a discount, click the “+ Add Discount” link. Use the drop-down to select a discount type, enter a discount and click the Apply Discount button. 10. To enable sales tax, click the “Edit sales tax” link. Click the toggle, enter the sales tax rate and click the Save changes button. 11. (Optional) Enter a message. 12. After completing an invoice, you have a couple of options: a. Click the Send invoice button to send the invoice. b. Click the “Preview invoice” link to see what your customer will see when receiving this invoice. c. Click the “Save to list” link to create the invoice, but not send it.

Autobooks: Send an Invoice