InFirst Bank Business Digital Banking Guide

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90 Copy Invoice ................................................................................................................ Mark Invoice as Paid...................................................................................................88 Email Invoice................................................................................................................92 Cancel Invoice..............................................................................................................93 Edit Recurring Schedule .............................................................................................94 Pause Recurring Schedule .........................................................................................96 Resume Recurring Schedule......................................................................................97 Cancel Recurring Schedule ........................................................................................98 Export Invoices............................................................................................................99 Edit an Estimate ....................................................................................................... 102 Email an Estimate .................................................................................................... 104 Create an Invoice from an Estimate ...................................................................... 105 Cancel an Estimate .................................................................................................. 107 Export Estimates ...................................................................................................... 108 Add a Customer ....................................................................................................... 109 Export Customers .................................................................................................... 111 Edit a Customer........................................................................................................ 112 Archive a Customer ................................................................................................. 114 Invoice Balance Details............................................................................................ 116 New Product/Service ............................................................................................... 117 Edit Product/Service ................................................................................................ 118 Invoice Settings ........................................................................................................ 121 Edit Invoice Reminders and Fees .................................................................................... 122 Payment Form Settings........................................................................................... 124 Share Your Payment Form Link ............................................................................. 125 Email Your Payment Form Link.............................................................................. 126 Payments .................................................................................................................. 127 Refund a Payment ................................................................................................... 128 Cancel a Payment .................................................................................................... 129 Reports ...................................................................................................................... 100 New Estimate............................................................................................................ 110 Import Customers.................................................................................................... 120 Delete Product/Service............................................................................................ 130 Edit Invoice Draft.........................................................................................................87