Invoicing

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

• Create and send an invoice
• Send additional invoice payment receipts
• Send overdue invoice reminders
• Optimize your Invoice tool setup
• Why don't I receive past due/ delinquent invoice email notifications?
• Understanding Service Charges

Invoice Basics

• Understanding your Invoice Summary cards
• View and print an invoice
• View invoice payments
• Manually mark an outstanding invoice as paid
• Create a copy of an Invoice
• How to Add a Service Charge to an Invoice
• Add a discount or a credit to an invoice
• Resend an existing invoice to your customer
• Cancel an Invoice
• QR Codes for Invoice payments
• Create invoices in bulk
• Simplified Invoicing for Mobile users

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