Signature Bank Arkansas Personal Banking User Guide

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Cancel an Estimate .................................................................................................. 168 Export Estimates ...................................................................................................... 169 Add a Customer ....................................................................................................... 170 Import Customers.................................................................................................... 171 Export Customers .................................................................................................... 172 Edit a Customer........................................................................................................ 173 Archive a Customer ................................................................................................. 175 Invoice Balance Details............................................................................................ 177 New Product/Service ............................................................................................... 178 Edit Product/Service ................................................................................................ 179 Delete Product/Service............................................................................................ 181 Invoice Settings ........................................................................................................ 182 Edit Invoice Reminders and Fees .................................................................................... 183 Payment Form Settings........................................................................................... 185 Share Your Payment Form Link ............................................................................. 186 Email Your Payment Form Link.............................................................................. 187 Payments .................................................................................................................. 188 Refund a Payment ................................................................................................... 189 Cancel a Payment .................................................................................................... 190 Reports...................................................................................................................... 191