Peoples Savings Bank Consumer Online Banking User Guide

92

Autobooks New Estimate

Easily create, manage, distribute and view the status of estimates for prospective customers. 1

2

15

4

5

3

8

7

6 9

13

In the Business Banking tab, click the Autobooks tab. Then click the Invoicing tab. 1. Click the Estimates tab. 2. Click the + New estimate button. 3. Select a customer or create a new one. For more information about creating a customer, go to page 101. 4. Use the drop-down to select a status. 5. Enter an expiration date. 6. Select a product or service or create a new one. For more information about creating a product or service, go to page 109. 7. Enter a quantity. 8. Enter a price. (The amount field will automatically populate.) 9. (Optional) Enter a description.

Autobooks: New Estimate