Independence Bank Digital Customer Guide

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Export Invoices......................................................................................................... 169 New Estimate............................................................................................................ 170 Edit an Estimate ....................................................................................................... 172 Email an Estimate .................................................................................................... 174 Create an Invoice from an Estimate ...................................................................... 175 Cancel an Estimate .................................................................................................. 177 Export Estimates ...................................................................................................... 178 Add a Customer ....................................................................................................... 179 Import Customers.................................................................................................... 180 Export Customers .................................................................................................... 181 Edit a Customer........................................................................................................ 182 Archive a Customer ................................................................................................. 184 Invoice Balance Details............................................................................................ 186 New Product/Service ............................................................................................... 187 Edit Product/Service ................................................................................................ 188 Delete Product/Service............................................................................................ 190 Invoice Settings ........................................................................................................ 191 Edit Invoice Reminders and Fees .................................................................................... 192 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 Reports...................................................................................................................... 200

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