Somerset Trust Company Online Banking Guide for Businesses

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Autobooks Overview ......................................................................................................................82 Send an Invoice ...........................................................................................................83 Edit Invoice Draft.........................................................................................................85 Mark Invoice as Paid...................................................................................................86 Copy Invoice ................................................................................................................87 Email Invoice................................................................................................................89 Cancel Invoice..............................................................................................................90 Edit Recurring Schedule .............................................................................................91 Pause Recurring Schedule .........................................................................................93 Resume Recurring Schedule......................................................................................94 Cancel Recurring Schedule ........................................................................................95 Export Invoices............................................................................................................96 New Estimate...............................................................................................................97 Edit an Estimate ..........................................................................................................99 Email an Estimate .................................................................................................... 101 Create an Invoice from an Estimate ...................................................................... 102 Cancel an Estimate .................................................................................................. 104 Export Estimates ...................................................................................................... 105 Add a Customer ....................................................................................................... 106 Import Customers.................................................................................................... 107 Export Customers .................................................................................................... 108 Edit a Customer........................................................................................................ 109 Archive a Customer ................................................................................................. 111 Invoice Balance Details............................................................................................ 113 New Product/Service ............................................................................................... 114 Edit Product/Service ................................................................................................ 115 Delete Product/Service............................................................................................ 117 Invoice Settings ........................................................................................................ 118 Edit Invoice Reminders and Fees .................................................................................... 119 Payment Form Settings........................................................................................... 121 Share Your Payment Form Link ............................................................................. 122 Email Your Payment Form Link.............................................................................. 123 Payments .................................................................................................................. 124 Refund a Payment ................................................................................................... 125 Cancel a Payment .................................................................................................... 126

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