North State Bank Online Banking Guide

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Editing a Payee ............................................................................................................79 Deleting a Payee .........................................................................................................80 Scheduling Payments .................................................................................................81 Rush Delivery...............................................................................................................82 Recurring Payments ...................................................................................................84 Editing Payments ........................................................................................................86 Skipping Payments .....................................................................................................88 Deleting Payments......................................................................................................89 Setting Up eBills ..........................................................................................................90 Adding an Account......................................................................................................91 Editing an Account ......................................................................................................92 Deleting an Account ...................................................................................................93 Editing Alerts ...............................................................................................................94 Categories ....................................................................................................................95 Editing a Category.......................................................................................................96 Deleting a Category ....................................................................................................97 Autobooks Overview ......................................................................................................................98 Send an Invoice ...........................................................................................................99 Edit Invoice Draft...................................................................................................... 101 Mark Invoice as Paid................................................................................................ 102 Copy Invoice ............................................................................................................. 103 Email Invoice............................................................................................................. 105 Cancel Invoice........................................................................................................... 106 Edit Recurring Schedule .......................................................................................... 107 Pause Recurring Schedule ...................................................................................... 109 Resume Recurring Schedule................................................................................... 110 Cancel Recurring Schedule ..................................................................................... 111 Export Invoices......................................................................................................... 112 New Estimate............................................................................................................ 113 Edit an Estimate ....................................................................................................... 115 Email an Estimate .................................................................................................... 117 Create an Invoice from an Estimate ...................................................................... 118 Cancel an Estimate .................................................................................................. 120 Export Estimates ...................................................................................................... 121 Add a Customer ....................................................................................................... 122 Import Customers.................................................................................................... 123 Export Customers .................................................................................................... 124 Edit a Customer........................................................................................................ 125 Archive a Customer ................................................................................................. 127

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