6 Export Customers.....................................................................................................108 Edit a Customer........................................................................................................109 Archive a Customer..................................................................................................111 Invoice Balance Details............................................................................................113 New Product/Service................................................................................................114 Edit Product/Service.................................................................................................115 Delete Product/Service............................................................................................117 Invoice Settings.........................................................................................................118 Edit Invoice Reminders and Fees.................................................................................... 119 Payment Form Settings...........................................................................................121 Share Your Payment Form Link..............................................................................122 Email Your Payment Form Link..............................................................................123 Payments................................................................................................................... 124 Refund a Payment....................................................................................................125 Cancel a Payment.....................................................................................................126 Settings...................................................................................................................... 127 Profile.................................................................................................................................. 127 Company. ........................................................................................................................... 128 Administrator Profiles....................................................................................................... 129 Business Bill Pay Bill Pay Overview .....................................................................................................130 Creating a Payee................................................................................................................ 130 Editing a Payee................................................................................................................... 132 Deleting a Payee................................................................................................................ 133 Changing “Pay From” Accounts........................................................................................ 134 Making a Single Payment........................................................................................135 Paying Multiple Bills.................................................................................................136 Payment Activity.......................................................................................................137 Cancel a Pending Payment......................................................................................138 Payments Overview.................................................................................................139 Creating a Payee Overview.....................................................................................140 Creating a Payee.......................................................................................................141 Editing a Payee..........................................................................................................143 Deactivating or Deleting a Payee............................................................................144 Scheduling a Single Payment..................................................................................145 Scheduling Multiple Payments...............................................................................146 Setting Up Autopay..................................................................................................147 Editing a Payment.....................................................................................................148 Deleting a Payment..................................................................................................149 Setting Up E-Bills.......................................................................................................150 Cancelling E-Bills.......................................................................................................151
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