Freedom Bank Business Online Banking User Guide

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Edit Recurring Schedule...........................................................................................163 Pause Recurring Schedule.......................................................................................165 Resume Recurring Schedule...................................................................................166 Cancel Recurring Schedule......................................................................................167 Export Invoices.........................................................................................................168 New Estimate............................................................................................................169 Edit an Estimate........................................................................................................171 Email an Estimate.....................................................................................................173 Create an Invoice from an Estimate.......................................................................174 Cancel an Estimate...................................................................................................176 Export Estimates.......................................................................................................177 Add a Customer........................................................................................................178 Import Customers....................................................................................................179 Export Customers.....................................................................................................180 Edit a Customer........................................................................................................181 Archive a Customer..................................................................................................183 Invoice Balance Details............................................................................................185 New Product/Service................................................................................................186 Edit Product/Service.................................................................................................187 Delete Product/Service............................................................................................189 Invoice Settings.........................................................................................................190 Edit Invoice Reminders and Fees.................................................................................... 191 Payments Overview.................................................................................................193 Payment Form Settings...........................................................................................194 Share Your Payment Form Link..............................................................................195 Email Your Payment Form Link..............................................................................196 Payments................................................................................................................... 197 Refund a Payment....................................................................................................198 Cancel a Payment.....................................................................................................199 Autobooks Accounting Overview...........................................................................200 Vendors. .................................................................................................................... 201 Add a Vendor............................................................................................................202 Import Vendors.........................................................................................................203 Edit a Vendor.............................................................................................................204 Archive a Vendor......................................................................................................205 Export Vendors.........................................................................................................206 Vendor Invoices........................................................................................................207 Paying a Vendor Invoices.........................................................................................209 Canceling a Vendor Invoices...................................................................................211 Create a Vendor Check............................................................................................212 Canceling a Check....................................................................................................214