Peoples Savings Bank Business Online Banking User Guide

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Email an Estimate........................................................................................................87 Create an Invoice from an Estimate..........................................................................88 Cancel an Estimate......................................................................................................90 Export Estimates..........................................................................................................91 Add a Customer...........................................................................................................92 Import Customers.......................................................................................................93 Export Customers........................................................................................................94 Edit a Customer...........................................................................................................95 Archive a Customer.....................................................................................................97 Invoice Balance Details...............................................................................................99 New Product/Service................................................................................................ 100 Edit Product/Service................................................................................................. 101 Delete Product/Service............................................................................................ 103 Invoice Settings......................................................................................................... 104 Edit Invoice Reminders and Fees. ................................................................................... 105 Payment Form Overview......................................................................................... 107 Payment Form Settings. .......................................................................................... 108 Share Your Payment Form Link.............................................................................. 109 Email Your Payment Form Link. ............................................................................. 110 Payments................................................................................................................... 111 Refund a Payment.................................................................................................... 112 Cancel a Payment..................................................................................................... 113 Deposit Checks Remote Deposit........................................................................................................ 114 Manage Cards Turn Card On or Off................................................................................................. 115 Card Name................................................................................................................ 116 Card Alert. ................................................................................................................. 117 Temporary Spending Limit Increase...................................................................... 118 Change PIN................................................................................................................ 119 Report Lost or Stolen Card...................................................................................... 120 Travel Notification.................................................................................................... 121 Enable Automatic On/Off........................................................................................ 123 Services Locations. .................................................................................................................. 125 Secure Message Overview. ..................................................................................... 126 Sending a Secure Message...................................................................................... 127 Submit a Form. .................................................................................................................. 128 Documents................................................................................................................ 129 Viewing Documents. ......................................................................................................... 129