Morgantown Bank & Trust Digital Banking User Guide

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Export Customers.....................................................................................................176 Edit a Customer........................................................................................................177 Archive a Customer..................................................................................................179 Invoice Balance Details............................................................................................181 New Product/Service................................................................................................182 Edit Product/Service.................................................................................................183 Delete Product/Service............................................................................................185 Invoice Settings.........................................................................................................186 Edit Invoice Reminders and Fees.................................................................................... 187 Payment Form Settings...........................................................................................189 Share Your Payment Form Link..............................................................................190 Email Your Payment Form Link..............................................................................191 Payments................................................................................................................... 192 Refund a Payment....................................................................................................193 Cancel a Payment.....................................................................................................194 Add a Vendor............................................................................................................195 Import Vendors.........................................................................................................196 Export Vendors.........................................................................................................197 Edit a Vendor.............................................................................................................198 Archive a Vendor......................................................................................................200 Pay Vendor Invoice...................................................................................................202 New Vendor Invoices...............................................................................................204 Cancel Invoice...........................................................................................................206 Print a Check.............................................................................................................207 Cancel a Check..........................................................................................................208 Reports. ..................................................................................................................... 209 Reports Creating a New Report.............................................................................................210 Account Activity Report..................................................................................................... 210 Sub-User Account Access Report.................................................................................... 211 Running an Existing Report.....................................................................................212 Editing a Report........................................................................................................213 Deleting a Report......................................................................................................214 Services Locations. .................................................................................................................. 215 Secure Message Overview......................................................................................216 Sending a Secure Message......................................................................................217 Submit a Form................................................................................................................... 218