Peoples Savings Bank Business Online Banking User Guide

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Email an Estimate .......................................................................................................88 Create an Invoice from an Estimate .........................................................................89 Cancel an Estimate .....................................................................................................91 Export Estimates .........................................................................................................92 Add a Customer ..........................................................................................................93 Import Customers.......................................................................................................94 Export Customers .......................................................................................................95 Edit a Customer...........................................................................................................96 Archive a Customer ....................................................................................................98 Invoice Balance Details............................................................................................ 100 New Product/Service ............................................................................................... 101 Edit Product/Service ................................................................................................ 102 Delete Product/Service............................................................................................ 104 Invoice Settings ........................................................................................................ 105 Edit Invoice Reminders and Fees .................................................................................... 106 Payment Form Overview......................................................................................... 108 Payment Form Settings........................................................................................... 109 Share Your Payment Form Link ............................................................................. 110 Email Your Payment Form Link.............................................................................. 111 Payments .................................................................................................................. 112 Refund a Payment ................................................................................................... 113 Cancel a Payment .................................................................................................... 114 Deposit Checks Remote Deposit ....................................................................................................... 115 Manage Cards Turn Card On or Off................................................................................................. 116 Card Name................................................................................................................ 117 Card Alert.................................................................................................................. 118 Temporary Spending Limit Increase ..................................................................... 119 Change PIN ............................................................................................................... 120 Report Lost or Stolen Card ..................................................................................... 121 Travel Notification.................................................................................................... 122 Enable Automatic On/Off........................................................................................ 124 Services Locations................................................................................................................... 126 Secure Message Overview ...................................................................................... 127 Sending a Secure Message ..................................................................................... 128 Submit a Form................................................................................................................... 129 Documents ............................................................................................................... 130 Viewing Documents.......................................................................................................... 130