Peoples Savings Bank Consumer Online Banking User Guide

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Edit Recurring Schedule..............................................................................................85 Pause Recurring Schedule..........................................................................................87 Resume Recurring Schedule......................................................................................88 Cancel Recurring Schedule.........................................................................................89 Export Invoices. ...........................................................................................................90 New Estimate...............................................................................................................91 Edit an Estimate...........................................................................................................93 Email an Estimate........................................................................................................95 Create an Invoice from an Estimate..........................................................................96 Cancel an Estimate......................................................................................................98 Export Estimates..........................................................................................................99 Add a Customer........................................................................................................ 100 Import Customers.................................................................................................... 101 Export Customers..................................................................................................... 102 Edit a Customer........................................................................................................ 103 Archive a Customer.................................................................................................. 105 Invoice Balance Details............................................................................................ 107 New Product/Service................................................................................................ 108 Edit Product/Service................................................................................................. 109 Delete Product/Service............................................................................................ 111 Invoice Settings......................................................................................................... 112 Edit Invoice Reminders and Fees. ................................................................................... 113 Payment Form Overview......................................................................................... 115 Payment Form Settings. .......................................................................................... 116 Share Your Payment Form Link.............................................................................. 117 Email Your Payment Form Link. ............................................................................. 118 Payments................................................................................................................... 119 Refund a Payment.................................................................................................... 120 Cancel a Payment..................................................................................................... 121 Deposit Checks Remote Deposit........................................................................................................ 122 Manage Cards Turn Card On or Off................................................................................................. 123 Card Name................................................................................................................ 124 Card Alert. ................................................................................................................. 125 Temporary Spending Limit Increase...................................................................... 126 Change PIN................................................................................................................ 127 Report Lost or Stolen Card...................................................................................... 128 Travel Notification.................................................................................................... 129 Enable Automatic On/Off........................................................................................ 131

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