The Callaway Bank Digital Banking Guide

7

Services Locations................................................................................................................... 121 Secure Message Overview ...................................................................................... 122 Sending a Secure Message ..................................................................................... 123 Submit a Form................................................................................................................... 124 Documents ............................................................................................................... 125 Document Enrollment...................................................................................................... 125 Viewing Documents.......................................................................................................... 126 Chat ........................................................................................................................... 127 Stop Payment ........................................................................................................... 128 Single Check ...................................................................................................................... 128 Multiple Checks ................................................................................................................ 130 ACH .................................................................................................................................... 132 Settings Contact Settings ....................................................................................................... 134 Adding a New Phone ........................................................................................................ 134 Editing a Phone ................................................................................................................. 135 Deleting a Phone............................................................................................................... 136 Editing an Email Address ................................................................................................. 137 Autobooks Overview ................................................................................................................... 138 Send an Invoice ........................................................................................................ 139 Send a Recurring Invoice ........................................................................................ 141 Edit Invoice Draft...................................................................................................... 143 Mark Invoice as Paid................................................................................................ 144 Copy Invoice ............................................................................................................. 146 Email Invoice............................................................................................................. 148 Cancel Invoice........................................................................................................... 149 Edit Recurring Schedule .......................................................................................... 150 Pause Recurring Schedule ...................................................................................... 152 Resume Recurring Schedule................................................................................... 153 Cancel Recurring Schedule ..................................................................................... 154 Export Invoices......................................................................................................... 155 New Estimate............................................................................................................ 156 Edit an Estimate ....................................................................................................... 158 Email an Estimate .................................................................................................... 160 Create an Invoice from an Estimate ...................................................................... 161 Cancel an Estimate .................................................................................................. 163 Export Estimates ...................................................................................................... 164