How to invoice customers in minutes from your Your Financial Institution account

Hi Eric,

Eric from Autobooks checking in.

It looks like it's been a while since you have collected a payment into your Your Financial Institution account through Autobooks. Thankfully, creating and sending an invoice from your Your Financial Institution account takes just a few minutes. Simply:

Log into your Your Financial Institution account and click 'Send an invoice' from your dashboard
Enter your customer's name and details
Add your products/services and their prices
Preview your invoice and hit 'Send!'

Have questions on accepting payments through invoices or your payment link?

We've broken down the entire Autobooks platform into helpful step by step guides and resources in our knowledge base:

Here is everything you need to know about creating, sending and managing invoices
Here is everything you need to know about accepting payments through your payment link

You can also reply directly to this email and we're happy to help however we can!

Thanks,

Eric van Doesburg