Bank of Tennessee Business Online Banking Resource Guide

84 Autobooks: Send an Invoice 10. Select a product or service or create a new one. For more information about creating a product or service, go to page 114. 11. Enter a quantity. 12. Enter a price. (The amount field will automatically populate.) 13. (Optional) Enter a description. 14. To add an additional product or service, click the “+ Add line item” link. 15. To add a discount, click the “+ Add Discount” link. Use the drop-down to select a discount type, enter a discount and click the “Apply Discount” link. Discounts are not available for recurring invoices. 16. To enable sales tax, click the “+ Turn on sales tax” link. Click the toggle, enter the sales tax rate and click the “Save changes” link. 17. (Optional) Check the box to apply sales tax. 18. (Optional) Enter a message. 19. After completing an invoice, you have a couple of options: a. Click the Send invoice button to send the invoice. b. Click the “Preview invoice” link to see what your customer will see when receiving this invoice. c. Click the “Save invoice as draft” link to save this invoice as a draft, you can come back and edit this draft later. Not available for recurring invoices. d. Click the “Save to list” link to create the invoice, but not send it. Not available for recurring invoices. 10 19 20 29 30 9 10a 9a 10b 9b 10c 9c 10d 19a 20a 19b 20b 9d J S T I J1 19c J2 19d I3 J3 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 10a 2a 3a 4a 5a 6a 7a 8a 9a 10b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d 12a 13a 14a 15a 16a 17a 18a 19a 20a 12b 13b 14b 15b 16b 17b 18b 19b 20b 2d 3d 4d 5d 6d 7d 8d 9d J L M N O P Q R S T V W X Y Z B C D E F G H I J1 B1 C1 D1 E1 F1 G1 H1 19c J2 B2 C2 D2 E2 F2 G2 H2 19d J3 B3 C3 D3 E3 F3 G3 H3 I3 10 13 14 15 16 17 18 19 20 23 24 25 26 27 28 29 30 3 4 5 6 7 8 9 10a a3a4a5a6a7a8a9a 10b b3b4b5b6b7b8b9b 10c c3c4c5c6c7c8c9c 10d a 13a 14a 15a 16a 17a 18a 19a 20a b 13b 14b 15b 16b 17b 18b 19b 20b d3d4d5d6d7d8d9d J M N O P Q R S T W X Y Z C D E F G H I J1 1C1D1E1 F1G1H1 19c J2 2C2D2E2 F2G2H2 19d J3 3C3D3E3 F3G3H3 I3 10 14 15 16 17 18 19 20 324 2526 27 28 2930 4 5 6 7 8 9 10a a4a5a6a7a8a9a 10b b4b5b6b7b8b9b 10c c4c5c6c7c8c9c 10d 3a 14a 15a 16a 17a 18a 19a 20a b 14b 15b 16b 17b 18b 19b 20b d4d5d6d7d8d9d J M N O P Q R S T W X Y Z D E F G H I J1 1D1E1 F1G1H1 19c J2 2D2E2 F2G2H2 19d J3 3D3E3 F3G3H3 I3 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 10a a5a6a7a8a9a 10b b5b6b7b8b9b 10c c5c6c7c8c9c 10d a 15a 16a 17a 18a 19a 20a b 15b 16b 17b 18b 19b 20b d5d6d7d8d9d J O P Q R S T Y Z E F G H I J1 1 E1 F1 G1 H1 19c J2 2 E2 F2 G2 H2 19d J3 3E3 F3G3H3 I3 10 17 18 19 20 27 28 29 30 7 8 9 10a a 7a 8a 9a 10b b 7b 8b 9b 10c c 7c 8c 9c 10d a 17a 18a 19a 20a b 17b 18b 19b 20b d 7d 8d 9d J Q R S T G H I J1 1 G1 H1 19c J2 2 G2 H2 19d J3 3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 19c J2 A2 B2 C2 D2 E2 F2 G2 H2 19d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 19c J2 A2 B2 C2 D2 E2 F2 G2 H2 19d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 19c J2 A2 B2 C2 D2 E2 F2 G2 H2 19d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3

RkJQdWJsaXNoZXIy ODcxNDg=