Peoples Savings Bank Business Online Banking User Guide

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Alerts Alerts Overview............................................................................................................38 Custom Alerts. ...................................................................................................................... 39 Bill Pay Alerts. ....................................................................................................................... 40 Business Banking Alerts. ..................................................................................................... 41 Security Alerts....................................................................................................................... 42 Turning Alerts On and Off................................................................................................... 43 Editing or Deleting Alerts............................................................................................44 Previous Alerts.............................................................................................................45 Move Money Move Money Overview...............................................................................................46 Adding a Payee............................................................................................................47 Person to Person Payee. ..................................................................................................... 47 Bill Pay Payee - Company.................................................................................................... 49 Bill Pay Payee - Individual.................................................................................................... 51 Favoriting a Payee................................................................................................................ 54 Editing a Payee...................................................................................................................... 55 Deleting a Payee................................................................................................................... 56 New Transaction..........................................................................................................57 Transferring Money Between Your Accounts................................................................... 57 Making a Loan Payment...................................................................................................... 59 Transferring Money to Another Person (P2P)................................................................... 61 Making a Bill Pay Payment.................................................................................................. 63 Editing Transfers/Payments................................................................................................ 65 Skip Transfers/Payments..................................................................................................... 66 Deleting Transfers/Payments. ............................................................................................ 67 Autobooks Overview.......................................................................................................................68 Send an Invoice............................................................................................................69 Edit Invoice Draft.........................................................................................................71 Mark Invoice as Paid. ..................................................................................................72 Copy Invoice.................................................................................................................73 Email Invoice................................................................................................................75 Cancel Invoice..............................................................................................................76 Edit Recurring Schedule..............................................................................................77 Pause Recurring Schedule..........................................................................................79 Resume Recurring Schedule......................................................................................80 Cancel Recurring Schedule.........................................................................................81 Export Invoices. ...........................................................................................................82 New Estimate...............................................................................................................83 Edit an Estimate...........................................................................................................85