Peoples Savings Bank Consumer Online Banking User Guide

78

Autobooks Send an Invoice

Create and send invoices in minutes. Your customers can pay you with their debit card, credit card or an electronic bank transfer. Payments are deposited directly into your PSB account in two business days.

1

19a

19b

I1

3

I2

4

2

6

5

9

7

8

In the Business Banking tab, click the Autobooks tab. Then click the Invoicing tab. 1. Click the + New invoice button. 2. Select a customer or create a new one. For more information about creating a customer, go to page 101. 3. (For single invoices) Enter a due date. 4. (For recurring invoices) Click the “Make recurring” toggle. 5. (For recurring invoices) Use the drop-down to select a frequency. 6. (For recurring invoices) Enter a start date and days until due. 7. (For recurring invoices) Use the drop-down to select a day of the week. 8. (For recurring invoices) Use the drop down to select a frequency option. 9. (For recurring invoices) Enter either a number of times or an end date.

Autobooks: Send an Invoice