The Callaway Bank Digital Banking Guide Business

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130 Edit Invoice Draft...................................................................................................... Mark Invoice as Paid................................................................................................ 131 Copy Invoice ............................................................................................................. 133 Cancel Invoice........................................................................................................... 136 Edit Recurring Schedule .......................................................................................... 137 Pause Recurring Schedule ...................................................................................... 139 Cancel Recurring Schedule ..................................................................................... 141 Export Invoices......................................................................................................... 142 New Estimate............................................................................................................ 143 135 Email Invoice............................................................................................................. 140 Resume Recurring Schedule................................................................................... 145 Edit an Estimate ....................................................................................................... Email an Estimate .................................................................................................... 147 Create an Invoice from an Estimate ...................................................................... 148 Export Estimates ...................................................................................................... 151 Add a Customer ....................................................................................................... 152 Import Customers.................................................................................................... 153 Export Customers .................................................................................................... 154 150 Cancel an Estimate .................................................................................................. 155 Edit a Customer........................................................................................................ Archive a Customer ................................................................................................. 157 Invoice Balance Details............................................................................................ 159 Edit Product/Service ................................................................................................ 161 Delete Product/Service............................................................................................ 163 Invoice Settings ........................................................................................................ 164 Edit Invoice Reminders and Fees .................................................................................... Payment Form Settings........................................................................................... 167 Share Your Payment Form Link ............................................................................. 168 Email Your Payment Form Link.............................................................................. 169 Refund a Payment ................................................................................................... 171 Cancel a Payment .................................................................................................... 172 Reports...................................................................................................................... 173 160 New Product/Service ............................................................................................... 165 170 Payments ..................................................................................................................