The Autobooks Blog for Small Businesses

Get Paid. Grow Faster.

Let’s start by getting you paid.

It’s the lifeblood of your business: cash flow. Autobooks was built to help you streamline this process with one payment acceptance solution (versus multiple apps). All payments go to the same place: your business checking account. 

To get started, log into online or mobile banking and access Autobooks from the menu. For some institutions, simply click Send an invoice or Accept a payment from the main dashboard.

Learn how it works

Invoice Your Customers

Get paid fast.
Send your customer an invoice with Autobooks.

Fill out your first invoice

Complete your invoice inside online or mobile banking. It’s up to you how detailed you need it to be. 

Click Send

Your invoice is delivered to your customer via email. Customers can click on aa link from their email to view and pay. 

Customers have options

Customers can pay using any major card, including American Express®, or by ACH bank transfer. You'll only pay 3.49% per card transaction, and 1.00% per ACH transaction.* 

*These are typical rates, but may vary based on the partnering financial institution. Please contact your bank or credit union to learn more. 

Payments go directly into checking

Your funds are usually deposited within two business days. You can access them from business checking and track them just as easily. 

Don’t have Autobooks yet? No problem. 

We’ve partnered with over 1,000 banks and credit unions. Find a financial institution that offers Autobooks in your area. 

Search Now

Digital Payment Acceptance

Get paid on the spot.
Accept a payment with Autobooks.

Take a payment from just about anywhere

Just enter the payment details into your Autobooks payment form inside online or mobile banking. (This really comes in handy over a phone call.) 

Share a payment link with your customer

Prefer to have a customer pay from their own device? Text or email them a secure payment link, where they can complete the transaction themselves.

Use a QR code for added convenience

You can even access a QR code that links directly to your Payment Form. Display it anywhere you'd like to accept payments (stickers, pamphlets, business cards — anywhere!).

Payments go directly into checking

Your funds are usually deposited within two business days. You can access them from business checking and track them just as easily. 

Contactless Payments

Tap to Pay on iPhone.
Accept contactless payments with only an iPhone.

Enable Tap to Pay on iPhone

Open your mobile banking app on your iPhone and enable Tap to Pay on iPhone.

Enter payment details

Enter the amount to be paid, then present your iPhone to the customer.

Receive a contactless payment

Your customer holds their card horizontally at the top of your iPhone over the contactless symbol, or holds their device near the top of the iPhone for Apple Pay and other digital wallet payments.

The transaction is complete

When you see the “done” checkmark, the transaction is complete.

Ensure that you have an internet or cellular connection and an iPhone. 

Requires iPhone Xs or later with iOS 15.5 or later. The Contactless Symbol is a trademark owned by and used with permission of EMVCo, LLC. 

Remember, when you make it easy to get paid, you get paid faster. 

If you’ve received your first payment with Autobooks, congratulations!
We see good things in your future.
 

Before we move on, we need to ask...  

Are processing fees taking a toll on your profitability? Learn how to minimize the impact of processing fees on your business. 

Product Pricing Tool

Accounting, Bookkeeping, and Reporting

Next Level:
Manage your business finances with Autobooks.

Need more than invoicing and digital payment acceptance? Add on full financial management functionality — when you’re ready to do it all. 

Sign up for Autobooks

If you’re not already enrolled, first sign up for Autobooks inside your financial institution’s online or mobile banking. 

Add on accounting functionality

Once you’re enrolled in Autobooks, you can add on accounting functionality. Inside Autobooks, select Reporting/Accounting, then click Activate Autobooks

Manage your finances with Autobooks

Now you’re ready to take advantage of all the Autobooks features available inside online and mobile banking, including automated reporting. 

Way to go!

You’re ready to make Autobooks your small business hub. 

Learn more in our blog. 

Whether you’re just getting started, or want to go deeper, our blog will give you some new ideas and inspiration. 

Visit our Blog

Still have questions? We’re here for you. 

Turn to the Autobooks Support Center any time you’re looking for a quick answer, or need assistance from a real person. You can browse by topic, or search for specific features. 

Visit our Support Center

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