Send customers a professional invoice or estimate right from digital banking. For added flexibility, set up recurring invoices, payment/past due reminders, and sales tax rates. Digital invoices are delivered directly to your client's inbox, making it easy for them to securely pay online. All payments go directly into your checking account.
Need to accept payments online or directly in-app? Simply select accept payment in-app to key in payment details. You will also receive your own secure payment link to making accepting remote payments simple and secure. Share your payment link via text, email, or even paste into a web page. All payments go directly into your checking account.
Maintaining a healthy cash flow is critical to the success of your small business. Our dashboard keeps you up to date on customer payments — quickly see who’s opened your invoices, who’s made a payment, and who still owes you money. You can also easily access more detailed reports such as vendor balances, profit and loss statements, and balance sheets. All reports automatically update behind the scenes, so you can focus on the bottom line.
Autobooks partners with financial institutions so that getting paid can become part of your standard banking experience. Autobooks features can be accessed directly inside online or mobile banking — eliminating the need to manage multiple payment apps. That means there’s never a need to track funds (or forget them) inside a third-party wallet.