Signature Bank Arkansas Personal Banking User Guide

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165 Cancel an Estimate .................................................................................................. Create an Invoice from an Estimate ...................................................................... 163 Export Estimates ...................................................................................................... 166 Add a Customer ....................................................................................................... 167 Import Customers.................................................................................................... 168 Export Customers .................................................................................................... 169 170 Edit a Customer........................................................................................................ Archive a Customer ................................................................................................. 172 Invoice Balance Details............................................................................................ 174 Edit Product/Service ................................................................................................ 176 Delete Product/Service............................................................................................ 178 Invoice Settings ........................................................................................................ 179 Edit Invoice Reminders and Fees .................................................................................... Payment Form Settings........................................................................................... 182 Share Your Payment Form Link ............................................................................. 183 Email Your Payment Form Link.............................................................................. 184 Refund a Payment ................................................................................................... 186 Cancel a Payment .................................................................................................... 187 Reports...................................................................................................................... 188 175 New Product/Service ............................................................................................... 180 185 Payments .................................................................................................................. Email an Estimate .................................................................................................... 162