Southside Bank Corporate Online Banking Guide

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Edit Invoice Draft...................................................................................................... 173 Mark Invoice as Paid................................................................................................ 174 Copy Invoice ............................................................................................................. 176 Email Invoice............................................................................................................. 178 Cancel Invoice........................................................................................................... 179 Edit Recurring Schedule .......................................................................................... 180 Pause Recurring Schedule ...................................................................................... 182 Resume Recurring Schedule................................................................................... 183 Cancel Recurring Schedule ..................................................................................... 184 Export Invoices......................................................................................................... 185 New Estimate............................................................................................................ 186 Edit an Estimate ....................................................................................................... 188 Email an Estimate .................................................................................................... 190 Create an Invoice from an Estimate ...................................................................... 191 Cancel an Estimate .................................................................................................. 193 Export Estimates ...................................................................................................... 194 Add a Customer ....................................................................................................... 195 Import Customers.................................................................................................... 196 Export Customers .................................................................................................... 197 Edit a Customer........................................................................................................ 198 Archive a Customer ................................................................................................. 200 Invoice Balance Details............................................................................................ 202 New Product/Service ............................................................................................... 203 Edit Product/Service ................................................................................................ 204 Delete Product/Service............................................................................................ 206 Invoice Settings ........................................................................................................ 207 Edit Invoice Reminders and Fees .................................................................................... 208 Payment Form Settings........................................................................................... 210 Share Your Payment Form Link ............................................................................. 211 Email Your Payment Form Link.............................................................................. 212 Payments .................................................................................................................. 213 Refund a Payment ................................................................................................... 214 Cancel a Payment .................................................................................................... 215 Reports...................................................................................................................... 216