Dieterich Bank Online Mobile Banking Business User Guide

130 Resume Recurring Schedule................................................................................... Edit Recurring Schedule .......................................................................................... 127 Pause Recurring Schedule ...................................................................................... 129 Cancel Recurring Schedule ..................................................................................... 131 Export Invoices......................................................................................................... 132 New Estimate............................................................................................................ 133 135 Edit an Estimate ....................................................................................................... Email an Estimate .................................................................................................... 137 Create an Invoice from an Estimate ...................................................................... 138 Export Estimates ...................................................................................................... 141 Add a Customer ....................................................................................................... 142 Import Customers.................................................................................................... 143 Export Customers .................................................................................................... 144 140 Cancel an Estimate .................................................................................................. 145 Edit a Customer........................................................................................................ Archive a Customer ................................................................................................. 147 Invoice Balance Details............................................................................................ 149 Edit Product/Service ................................................................................................ 151 Delete Product/Service............................................................................................ 153 Invoice Settings ........................................................................................................ 154 Edit Invoice Reminders and Fees .................................................................................... Payment Form Settings........................................................................................... 157 Share Your Payment Form Link ............................................................................. 158 Email Your Payment Form Link.............................................................................. 159 Refund a Payment ................................................................................................... 161 Cancel a Payment .................................................................................................... 162 Reports...................................................................................................................... 163 150 New Product/Service ............................................................................................... 155 160 Payments .................................................................................................................. Cancel Invoice........................................................................................................... 126