The Callaway Bank Digital Banking Guide

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Add a Customer ....................................................................................................... 167 Import Customers.................................................................................................... 168 Export Customers .................................................................................................... 169 Edit a Customer........................................................................................................ 170 Archive a Customer ................................................................................................. 172 Invoice Balance Details............................................................................................ 174 New Product/Service ............................................................................................... 175 Edit Product/Service ................................................................................................ 176 Delete Product/Service............................................................................................ 178 Invoice Settings ........................................................................................................ 179 Edit Invoice Reminders and Fees .................................................................................... 180 Payment Form Settings........................................................................................... 182 Share Your Payment Form Link ............................................................................. 183 Email Your Payment Form Link.............................................................................. 184 Payments .................................................................................................................. 185 Refund a Payment ................................................................................................... 186 Cancel a Payment .................................................................................................... 187 Reports...................................................................................................................... 188