North State Bank Online Banking Guide

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Invoice Balance Details............................................................................................ 129 New Product/Service ............................................................................................... 130 Edit Product/Service ................................................................................................ 131 Delete Product/Service............................................................................................ 133 Invoice Settings ........................................................................................................ 134 Edit Invoice Reminders and Fees .................................................................................... 135 Payments Overview................................................................................................. 137 Payment Form Settings........................................................................................... 138 Share Your Payment Form Link ............................................................................. 139 Email Your Payment Form Link.............................................................................. 140 Payments .................................................................................................................. 141 Refund a Payment ................................................................................................... 142 Cancel a Payment .................................................................................................... 143 Financial Tools Initial Setup............................................................................................................... 144 Linking an Account............................................................................................................ 144 Unlinking an Account ....................................................................................................... 145 Categorizing Transactions ............................................................................................... 146 Splitting a Transaction...................................................................................................... 147 Online Banking Home Page.................................................................................... 148 Net Worth Overview ......................................................................................................... 149 Budgets Overview............................................................................................................. 150 Auto-generated Budgets.................................................................................................. 151 Budgets From Scratch ...................................................................................................... 151 Editing or Deleting a Budget............................................................................................ 152 Managing Budgets............................................................................................................ 153 Spending Overview........................................................................................................... 154 Spending: Recategorizing a Transaction........................................................................ 155 Trends Overview ............................................................................................................... 157 Debts Overview................................................................................................................. 158 Services Stop Payment Request............................................................................................ 159 Single Check ...................................................................................................................... 159 Multiple Checks ................................................................................................................ 160 Check Reorder.......................................................................................................... 161 Mobile Deposits ....................................................................................................... 162 CardSwap.................................................................................................................. 163 Getting Started .................................................................................................................. 163 Overview ............................................................................................................................ 165