Autobooks, a fully integrated payments and accounting platform developed for small businesses and delivered through financial institutions, provides an invoicing and payments solution that re-bundles back-office services and provides straight-through processing.
With Autobooks, small business owners can receive payments electronically and send professional invoices directly from an online banking platform. It’s easy to set up additional sales tax rates, recurring invoices, and payment and past due reminders, too!
Enroll today! Download our Reference & Set-Up Guide here.
SEND AN INVOICE
Give your client the ability to easily send professional invoices and get paid electronically
Now your clients can send their customers a professional online invoice right from online banking.
Clients can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.
ACCEPT A PAYMENT
Offer clients that own a small business or manage a nonprofit a way to accept online or in-app payments
Clients can accept payments right within online banking! In addition, the client is provided a unique link to their own secure payment form which can be shared with paying clients or potential donors. Payments links can be shared via text, within social media, or even pasted into a web page.
Questions about the new feature or need assistance with setting it up? Please contact your relationship banker or your local office.