Peoples Savings Bank Business Online Banking User Guide

100

Autobooks Invoice Balance Details

View a list of payments and invoices associated with a particular customer.

1

2

3

4

5

6

In the Business Banking tab, click the Autobooks tab. Then click the Invoicing tab. 1. Click the Customers tab.

2. Click the customer you would like to view. 3. Click the “Invoice balance details” link. 4. Use the drop-down to switch customers. 5. Filter the list of invoices by inputing a date range. 6. Click the Export button to export this report as a CSV file. Autobooks: Invoice Balance Details