Peoples Savings Bank Business Online Banking User Guide
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40 Alerts Alerts Overview ...........................................................................................................39 Custom Alerts....................................................................................................................... Bill Pay Alerts........................................................................................................................ 41 Business Banking Alerts...................................................................................................... 42 Security Alerts ...................................................................................................................... 43 Turning Alerts On and Off................................................................................................... 44 Editing or Deleting Alerts ...........................................................................................45 Previous Alerts ............................................................................................................46 Move Money Move Money Overview...............................................................................................47 Adding a Payee............................................................................................................48 Person to Person Payee...................................................................................................... 48 Bill Pay Payee - Company.................................................................................................... Bill Pay Payee - Individual ................................................................................................... 52 Favoriting a Payee................................................................................................................ 55 Editing a Payee ..................................................................................................................... 56 Deleting a Payee .................................................................................................................. 57 New Transaction .........................................................................................................58 Transferring Money Between Your Accounts................................................................... 58 Making a Loan Payment...................................................................................................... Transferring Money to Another Person (P2P) .................................................................. 62 Making a Bill Pay Payment.................................................................................................. 64 Editing Transfers/Payments ............................................................................................... 66 Skip Transfers/Payments .................................................................................................... 67 Deleting Transfers/Payments............................................................................................. 68 Autobooks Overview ......................................................................................................................69 Send an Invoice ........................................................................................................... Pause Recurring Schedule ......................................................................................... Edit Invoice Draft.........................................................................................................72 Mark Invoice as Paid...................................................................................................73 Copy Invoice ................................................................................................................74 Email Invoice................................................................................................................76 Cancel Invoice..............................................................................................................77 Edit Recurring Schedule .............................................................................................78 Resume Recurring Schedule......................................................................................81 Cancel Recurring Schedule ........................................................................................82 Export Invoices............................................................................................................83 New Estimate...............................................................................................................84 Edit an Estimate ..........................................................................................................86 50 60 70 80
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