Hi Eric,
You recently signed up to send invoices and accept electronic payments right from your Your Financial Institution online dashboard.
If you've been using (or considering) third-party tools like PayPal or QuickBooks, here's how Your Financial Institution can serve you even better:
Manage your invoices and your money, all in the same place. Why use yet another tool to send invoices and get paid when you can do it all from your Your Financial Institution account? There's no separate login, and no need to keep transferring funds from elsewhere.
Transparent pricing. Knowing up front what you will pay to accept payments from your customers is important. No matter what card your customer uses, the processing fees are:
- 3.49% per credit or debit card transaction
- 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)
Payments go directly into your bank account typically within 2 business days. Never lose track of funds stored inside other apps or virtual wallets again -- or get stuck paying even more fees to transfer them into your bank account.
Streamlined admin work. Right inside your Your Financial Institution account, you get an organized view of:
- All sent and in-draft invoices
- Invoices color coded by status: overdue, paid, or pending
- Which invoices have been opened or viewed by your customers
- Plus, you can instantly check your balance, confirm payments in seconds, and even issue refunds in a single click
Fast customer service and expertise from a real person over the phone when you have an issue or get stuck.
Send an invoice or accept payment from a customer today.
Accept a payment by sharing your secure payment link or sending an invoice to your customers at any time by logging into your Your Financial Institution account and following the prompts. It's that simple.
Send an invoice or accept a payment
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.
