INSBANK Business Guide

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130 Edit Invoice Draft...................................................................................................... Send an Invoice ........................................................................................................ 128 Mark Invoice as Paid................................................................................................ 131 Copy Invoice ............................................................................................................. 132 Email Invoice............................................................................................................. 134 Cancel Invoice........................................................................................................... 135 Edit Recurring Schedule .......................................................................................... 136 Pause Recurring Schedule ...................................................................................... 138 Resume Recurring Schedule................................................................................... 139 Export Invoices......................................................................................................... 141 New Estimate............................................................................................................ 142 Edit an Estimate ....................................................................................................... 144 Email an Estimate .................................................................................................... 146 Create an Invoice from an Estimate ...................................................................... 147 Cancel an Estimate .................................................................................................. 149 Add a Customer ....................................................................................................... 151 Import Customers.................................................................................................... 152 Export Customers .................................................................................................... 153 Edit a Customer........................................................................................................ 154 Archive a Customer ................................................................................................. 156 Invoice Balance Details............................................................................................ 158 New Product/Service ............................................................................................... 159 Delete Product/Service............................................................................................ 162 Invoice Settings ........................................................................................................ 163 Edit Invoice Reminders and Fees .................................................................................... 164 Payment Form Settings........................................................................................... 166 Share Your Payment Form Link ............................................................................. 167 Email Your Payment Form Link.............................................................................. 168 Payments .................................................................................................................. 169 Refund a Payment ................................................................................................... Cancel a Payment .................................................................................................... 171 Add a Vendor............................................................................................................ 172 Import Vendors ........................................................................................................ 173 Export Vendors......................................................................................................... 174 140 Cancel Recurring Schedule ..................................................................................... 150 Export Estimates ...................................................................................................... 160 Edit Product/Service ................................................................................................ 170 Autobooks Overview ................................................................................................................... 127