The Callaway Bank Digital Banking Guide

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Services Locations................................................................................................................... 122 Secure Message Overview ...................................................................................... 123 Sending a Secure Message ..................................................................................... 124 Submit a Form................................................................................................................... 125 Documents ............................................................................................................... 126 Document Enrollment...................................................................................................... 126 Viewing Documents.......................................................................................................... 127 Chat ........................................................................................................................... 128 Stop Payment ........................................................................................................... 129 Single Check ...................................................................................................................... 129 Multiple Checks ................................................................................................................ 131 ACH .................................................................................................................................... 133 Settings Contact Settings ....................................................................................................... 136 Adding a New Phone ........................................................................................................ 136 Editing a Phone ................................................................................................................. 137 Deleting a Phone............................................................................................................... 138 Editing an Email Address ................................................................................................. 139 Autobooks Overview ................................................................................................................... 140 Send an Invoice ........................................................................................................ 141 Send a Recurring Invoice ........................................................................................ 143 Edit Invoice Draft...................................................................................................... 145 Mark Invoice as Paid................................................................................................ 146 Copy Invoice ............................................................................................................. 148 Email Invoice............................................................................................................. 150 Cancel Invoice........................................................................................................... 151 Edit Recurring Schedule .......................................................................................... 152 Pause Recurring Schedule ...................................................................................... 154 Resume Recurring Schedule................................................................................... 155 Cancel Recurring Schedule ..................................................................................... 156 Export Invoices......................................................................................................... 157 New Estimate............................................................................................................ 158 Edit an Estimate ....................................................................................................... 160 Email an Estimate .................................................................................................... 162 Create an Invoice from an Estimate ...................................................................... 163 Cancel an Estimate .................................................................................................. 165 Export Estimates ...................................................................................................... 166