GNBank Digital Banking Guide

7

Net Worth Overview.......................................................................................................... 122 Spending by Category Overview...................................................................................... 123 Services Stop Payment Request. ........................................................................................... 124 Single Check ...................................................................................................................... 124 Multiple Checks . ............................................................................................................... 126 Documents................................................................................................................ 128 Documents Enrollment..................................................................................................... 128 Viewing eStatements/Notices.......................................................................................... 130 Changing Enrolled Accounts............................................................................................ 131 Email Settings..................................................................................................................... 132 Adding Additional Recipients........................................................................................... 133 Deposit Checks......................................................................................................... 134 Enrollment.......................................................................................................................... 134 Depositing a Check............................................................................................................ 135 Autobooks Overview.................................................................................................................... 137 Send an Invoice......................................................................................................... 138 Edit Invoice Draft...................................................................................................... 140 Mark Invoice as Paid. ............................................................................................... 141 Copy Invoice.............................................................................................................. 142 Email Invoice............................................................................................................. 144 Cancel Invoice........................................................................................................... 145 Edit Recurring Schedule........................................................................................... 146 Pause Recurring Schedule....................................................................................... 148 Resume Recurring Schedule................................................................................... 149 Cancel Recurring Schedule...................................................................................... 150 Export Invoices. ........................................................................................................ 151 New Estimate............................................................................................................ 152 Edit an Estimate........................................................................................................ 154 Email an Estimate..................................................................................................... 156 Create an Invoice from an Estimate....................................................................... 157 Cancel an Estimate................................................................................................... 159 Export Estimates....................................................................................................... 160 Add a Customer........................................................................................................ 161 Import Customers.................................................................................................... 162 Export Customers..................................................................................................... 163 Edit a Customer........................................................................................................ 164 Archive a Customer.................................................................................................. 166 Invoice Balance Details............................................................................................ 168

Made with FlippingBook Digital Publishing Software