Support Center

Back to home

Support Center

Invoicing

Invoicing

Send a professional online invoice or estimate right from online banking.

View invoice payments

View and print an invoice

Manually mark an outstanding invoice as paid

Why don't I receive past due/ delinquent invoice email notifications ?

Add a discount or a credit to an invoice

Create a copy of an Invoice

QR Codes for Invoice payments

Simplified Invoicing for Mobile users

Resend an existing invoice to your customer

Create and send an invoice

Cancel an Invoice

Estimates

Create an estimate for your potential customer

Edit, Resend, or Cancel existing estimates

Converting estimates to invoices

Recurring Invoices

Create a Recurring Invoice

Edit, pause or cancel a recurring invoice

Customer List

Edit your customer's contact record

Adding a new customer record

View your customer's invoice payment history

Products/Services

Pricing your product to account for processing fees

Add a product or service to an invoice

Invoice Settings

Automate payment reminder emails, late fees, and sales tax

Set a universal sales tax rate for your invoice template

Customize your Invoice template