Hi Eric,
Did you know 95% of small businesses that send online invoices get paid within 5 days? Reason being: when it's easy to pay, customers pay faster.
Thankfully, sending invoices through your Your Financial Institution account is easy and fast, too. Here's how to send your first invoice:
- 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
- Add your business details (and logo, if you prefer)
- Preview your invoice and hit 'Send!'
Your customer will get an email containing their invoice, where they can click to pay through a secure webpage. They can use ACH and all major credit and debit cards, including American Express. No matter what card they use, you'll pay 3.49% per card transaction, and 1.00% per ACH transaction (note: ACH approval may take additional time. You should receive email communication if you are approved to accept ACH payments, or if additional information is needed).
Funds go directly into your Your Financial Institution account and are usually deposited within two business days. And boom, you're paid.
Want to see the invoice creation process in action? Here's a short video about creating invoices through your Your Financial Institution account:
Log into your Your Financial Institution account to send your first invoice today. If you don't have anyone to invoice yet, that's OK -- you can try creating a test invoice to send to a friend, a family member, or even yourself (paying it is optional, of course).
Create an Invoice
Invoicing & online payments are provided to you by Your Financial Institution, and powered by Autobooks. Autobooks is a trusted technology partner of Your Financial Institution. Our secure platform is what enables Your Financial Institution to offer invoicing & online payment acceptance.
Still have questions? Contact an Autobooks small business specialist by phone at (866) 617-3122 or reply to this email and we'd be happy to help.
