Onboarding

Bank of America

• ★ Bank Customers FAQs
• Banker Frequently Asked Questions
• Bank of America Logging In

Viewpost Information

• Browsers Supported
• Viewpost Cost and Fees
• International
• Viewpost email delivery

Bills

• What Does My Customer See?
• Pay My Statements
• Viewpost Inbox
• Why Would I Create a Bill?
• Routing and Approval on Bills

My Company

• ★ Independent Contractors
• Portal or Corporate Account
• Registration
• Shared Banking Information
• Email Templates to Explain What You are Using Viewpost For
• Connect, Edit, Disconnect, Delete Address Book Entries

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Invoices

• ★ Recurring Invoices
• Late Fees
• How Do I Void an Invoice?
• Resending, Invoice Reminders, Share via Email
• What Does the Invoice Status Mean?
• Can I Attach Files to Invoices?

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Payments

• ★ Where is My Money?
• ★ Direct Deposit, Wires, Transfer Funds
• ★ Auto Pay
• ★ Sending Payments
• Beneficial Ownership
• Registration Work Flow

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