Send customers a professional invoice or estimate right from your digital banking. For added flexibility, set up recurring invoices, payment/past due reminders, and sales tax rates. Prefer direct payment? Businesses and nonprofits are provided with a unique link to a secure payment form — which can then be shared with paying customers via text, email, or even pasted into a web page. All payments go directly into your checking account.
Autobooks is so much more than just payment acceptance and invoicing. The full suite — available inside your digital banking — also includes financial reporting, payables, and accounting functionality. Best of all, you don’t have to spend endless nights learning how to use Autobooks. The user-friendly interface gives you everything you need to get your business up and running.
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.
Our processing rates will save you money versus expensive app providers — offering you the most reliable and cost-effective way to get paid directly into your checking account. Credit card processing at 2.89%, ACH (bank transfer) processing at 1%, and Check Lockbox processing at 1.99% (capped at $10).