FCB Heartland Personal Online Banking User Guide

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Change PIN...................................................................................................................80 Report Lost or Stolen Card.........................................................................................81 Travel Notification.......................................................................................................82 Enable Automatic On/Off...........................................................................................84 Reports Creating a New Report................................................................................................86 Account Activity Report........................................................................................................ 86 Sub-User Account Access Report....................................................................................... 87 Running an Existing Report........................................................................................88 Editing a Report...........................................................................................................89 Deleting a Report.........................................................................................................90 Autobooks Overview.......................................................................................................................91 Send an Invoice............................................................................................................92 Edit Invoice Draft.........................................................................................................94 Mark Invoice as Paid...................................................................................................95 Copy Invoice.................................................................................................................96 Email Invoice................................................................................................................98 Cancel Invoice..............................................................................................................99 Edit Recurring Schedule...........................................................................................100 Pause Recurring Schedule.......................................................................................102 Resume Recurring Schedule...................................................................................103 Cancel Recurring Schedule......................................................................................104 Export Invoices.........................................................................................................105 New Estimate............................................................................................................106 Edit an Estimate........................................................................................................108 Email an Estimate.....................................................................................................110 Create an Invoice from an Estimate.......................................................................111 Cancel an Estimate...................................................................................................113 Export Estimates.......................................................................................................114 Add a Customer........................................................................................................115 Import Customers....................................................................................................116 Export Customers.....................................................................................................117 Edit a Customer........................................................................................................118 Archive a Customer..................................................................................................120 Invoice Balance Details............................................................................................122 New Product/Service................................................................................................123 Edit Product/Service.................................................................................................124 Delete Product/Service............................................................................................126