Moody Business Online Banking User Guide

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Export Estimates....................................................................................................... 135 Add a Customer........................................................................................................ 136 Import Customers.................................................................................................... 137 Export Customers..................................................................................................... 138 Edit a Customer........................................................................................................ 139 Archive a Customer.................................................................................................. 141 Invoice Balance Details............................................................................................ 143 New Product/Service................................................................................................ 144 Edit Product/Service................................................................................................. 145 Delete Product/Service............................................................................................ 147 Invoice Settings......................................................................................................... 148 Edit Invoice Reminders and Fees. ................................................................................... 149 Payments Overview. ................................................................................................ 151 Payment Form Settings. .......................................................................................... 152 Share Your Payment Form Link.............................................................................. 153 Email Your Payment Form Link. ............................................................................. 154 Payments................................................................................................................... 155 Refund a Payment.................................................................................................... 156 Cancel a Payment..................................................................................................... 157 Remote Deposits Commercial Remote Deposit.................................................................................. 158

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