Peoples Savings Bank Business Online Banking User Guide

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10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 1 2 3 4 5 6 7 8 9d A B C D1 E F G1 H1 I1 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a A B C D2 E F G2 H2 I2 J2 10 11 2 3 4 5 6 7 18 19 20 1 2 3 4 5 6 7 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1 2 3 4 5 6 7 8 9a 10b 1b 2 3 4 5 6 7 8b 9b 10c 1c 2 3c 4 5 6c 7c 8c 9c 10d 11a 12a 3 4 15a 16a 17a 18 19a 20a 1 2 3 4 5 6 17b 18 19b 20b J1 J2

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10a 9a 10b 9b 10c 9c 10d 9d 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10 17 18 19 20 27 28 29 30 7 8 9 J Q R S T G H I 19a 20a 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a a 3a 4a 5a 6a 7a 8a 9a 10b b 3b 4b 5b 6b 7b 8b 9b 10c c 3c 4c 5c 6c 7c 8c 9c 10d d 3d 4d 5d 6d 7d 8d 9d J M N O P Q R S T W X Y Z C D E F G H I 10 14 15 16 17 18 19 20 3 24 25 26 27 28 29 30 4 5 6 7 8 9 10a a 4a 5a 6a 7a 8a 9a 10b b 4b 5b 6b 7b 8b 9b 10c c 4c 5c 6c 7c 8c 9c 10d d 4d 5d 6d 7d 8d 9d J M N O P Q R S T W X Y Z D E F G H I 10a a 5a 6a 7a 8a 9a 10b b 5b 6b 7b 8b 9b 10c c 5c 6c 7c 8c 9c 10d d 5d 6d 7d 8d 9d 19b 20b 12a 13a 14a 15a 16a 17a 18a 19a 20a I1 J1 I2 J2 I3 J3 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 12b 13b 14b 15b 16b 17b 18b 19b 20b B1 C1 D1 E1 F1 G1 H1 I1 a 13a 14a 15a 16a 17a 18a 19a 20a B2 C2 D2 E2 F2 G2 H2 I2 b 13b 14b 15b 16b 17b 18b 19b 20b 3a 14a 15a 16a 17a 18a 19a 20a B3 C3 D3 E3 F3 G3 H3 I3 1 C1 D1 E1 F1 G1 H1 I1 b 14b 15b 16b 17b 18b 19b 20b a 15a 16a 17a 18a 19a 20a 10a a 7a 8a 9a 10b b 7b 8b 9b 10c c 7c 8c 9c 10d d 7d 8d 9d 2 C2 D2 E2 F2 G2 H2 I2 1 D1 E1 F1 G1 H1 I1 b 15b 16b 17b 18b 19b 20b 3 C3 D3 E3 F3 G3 H3 I3 2 D2 E2 F2 G2 H2 I2 1 E1 F1 G1 H1 I1 a 17a 18a 19a 20a J S T I

9. (For recurring invoices) Enter either a number of times or an end date. 10. Select a product or service or create a new one. For more information about creating a product or service, go to page 100. 11. Enter a quantity. 12. Enter a price. (The amount field will automatically populate.) 13. (Optional) Enter a description. 14. To add an additional product or service, click the “+ Add line item” link. 15. To add a discount, click the “+ Add Discount” link. Use the drop-down to select a discount type, enter a discount and click the “Apply Discount” link. Discounts are not available for recurring invoices. 16. To enable sales tax, click the “+ Turn on sales tax” link. Click the toggle, enter the sales tax rate and click the “Save changes” link. 17. (Optional) Check the box to apply sales tax. 18. (Optional) Enter a message. 19. After completing an invoice, you have a couple of options: a. Click the Send invoice button to send the invoice. b. Click the “Preview invoice” link to see what your customer will see when receiving this invoice. c. Click the “Save invoice as draft” link to save this invoice as a draft, you can come back and edit this draft later. Not available for recurring invoices. d. Click the “Save to list” link to create the invoice, but not send it. Not available for recurring invoices. J1 J2 J3 J1 J2 J3 J1 J2 J3 J1 J2 J3 J1 J2 J3 1d 2d 3d 4d 5d 6d 7d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3 A1 B1 C1 D1 E1 F1 G1 H1 I1 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

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Autobooks: Send an Invoice

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