Independence Bank Digital Customer Guide

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Services Locations................................................................................................................... 125 Secure Message Overview ...................................................................................... 126 Sending a Secure Message ..................................................................................... 127 Submit a Form................................................................................................................... 128 Statements, Notices & Tax Forms.......................................................................... 129 Document Enrollment...................................................................................................... 129 Stop Payment ........................................................................................................... 131 Single Check ...................................................................................................................... 131 Multiple Checks ................................................................................................................ 134 ACH .................................................................................................................................... 136 Settings Contact Settings ....................................................................................................... 139 Adding a New Phone ........................................................................................................ 139 Editing a Phone ................................................................................................................. 140 Deleting a Phone............................................................................................................... 141 Editing an Email Address ................................................................................................. 142 Sub-Users Sub-Users Overview ................................................................................................ 143 Sub-Users Overview ......................................................................................................... 144 Adding a New Sub-User .................................................................................................. 145 Editing a Sub-User ................................................................................................... 147 Part 1: Editing Sub-User Access....................................................................................... 148 Part 2: Editing Sub-User Limits........................................................................................ 149 Part 3: Editing Sub-User Authentication ........................................................................ 150 Deleting a Sub-User................................................................................................. 151 Autobooks Overview ................................................................................................................... 152 Send an Invoice ........................................................................................................ 153 Send a Recurring Invoice ........................................................................................ 155 Edit Invoice Draft...................................................................................................... 157 Mark Invoice as Paid................................................................................................ 158 Copy Invoice ............................................................................................................. 160 Email Invoice............................................................................................................. 162 Cancel Invoice........................................................................................................... 163 Edit Recurring Schedule .......................................................................................... 164 Pause Recurring Schedule ...................................................................................... 166 Resume Recurring Schedule................................................................................... 167 Cancel Recurring Schedule ..................................................................................... 168