Peoples Savings Bank Consumer Online Banking User Guide

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Edit Recurring Schedule .............................................................................................86 Pause Recurring Schedule .........................................................................................88 Resume Recurring Schedule......................................................................................89 Cancel Recurring Schedule ........................................................................................90 Export Invoices............................................................................................................91 New Estimate...............................................................................................................92 Edit an Estimate ..........................................................................................................94 Email an Estimate .......................................................................................................96 Create an Invoice from an Estimate .........................................................................97 Cancel an Estimate .....................................................................................................99 Export Estimates ...................................................................................................... 100 Add a Customer ....................................................................................................... 101 Import Customers.................................................................................................... 102 Export Customers .................................................................................................... 103 Edit a Customer........................................................................................................ 104 Archive a Customer ................................................................................................. 106 Invoice Balance Details............................................................................................ 108 New Product/Service ............................................................................................... 109 Edit Product/Service ................................................................................................ 110 Delete Product/Service............................................................................................ 112 Invoice Settings ........................................................................................................ 113 Edit Invoice Reminders and Fees .................................................................................... 114 Payment Form Overview......................................................................................... 116 Payment Form Settings........................................................................................... 117 Share Your Payment Form Link ............................................................................. 118 Email Your Payment Form Link.............................................................................. 119 Payments .................................................................................................................. 120 Refund a Payment ................................................................................................... 121 Cancel a Payment .................................................................................................... 122 Deposit Checks Remote Deposit ....................................................................................................... 123 Manage Cards Turn Card On or Off................................................................................................. 124 Card Name................................................................................................................ 125 Card Alert.................................................................................................................. 126 Temporary Spending Limit Increase ..................................................................... 127 Change PIN ............................................................................................................... 128 Report Lost or Stolen Card ..................................................................................... 129 Travel Notification.................................................................................................... 130 Enable Automatic On/Off........................................................................................ 132