FCB Heartland Personal Online Banking User Guide

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Invoice Settings.........................................................................................................127 Edit Invoice Reminders and Fees.................................................................................... 128 Payment Form Settings...........................................................................................130 Share Your Payment Form Link..............................................................................131 Email Your Payment Form Link..............................................................................132 Payments................................................................................................................... 133 Refund a Payment....................................................................................................134 Cancel a Payment.....................................................................................................135 Create a New Vendor...............................................................................................136 Individual............................................................................................. 137 Company.............................................................................................. 138 Import Vendors.........................................................................................................139 Edit Vendor................................................................................................................140 Archive Vendor.........................................................................................................141 New Vendor Invoice.................................................................................................142 Pay Vendor Invoice...................................................................................................144 Cancel Vendor Invoice.............................................................................................147 Reports. ..................................................................................................................... 148 Settings...................................................................................................................... 149 Profile.................................................................................................................................. 149 Company. ........................................................................................................................... 150 Administrator Profiles....................................................................................................... 151 Services Locations. .................................................................................................................. 152 Secure Message Overview......................................................................................153 Sending a Secure Message......................................................................................154 Submit a Form................................................................................................................... 155 Documents................................................................................................................ 156 Statements Enrollment..................................................................................................... 156 Viewing Statements........................................................................................................... 157 Viewing Tax Forms............................................................................................................ 158 Viewing Notices................................................................................................................. 159 Stop Payment............................................................................................................160 Single Check ...................................................................................................................... 160 Multiple Checks ................................................................................................................ 162 ACH .................................................................................................................................... 164

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