The Callaway Bank Digital Banking Guide

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Add a Customer ....................................................................................................... 165 Import Customers.................................................................................................... 166 Export Customers .................................................................................................... 167 Edit a Customer........................................................................................................ 168 Archive a Customer ................................................................................................. 170 Invoice Balance Details............................................................................................ 172 New Product/Service ............................................................................................... 173 Edit Product/Service ................................................................................................ 174 Delete Product/Service............................................................................................ 176 Invoice Settings ........................................................................................................ 177 Edit Invoice Reminders and Fees .................................................................................... 178 Payment Form Settings........................................................................................... 180 Share Your Payment Form Link ............................................................................. 181 Email Your Payment Form Link.............................................................................. 182 Payments .................................................................................................................. 183 Refund a Payment ................................................................................................... 184 Cancel a Payment .................................................................................................... 185 Reports...................................................................................................................... 186