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Autobooks

Treasury Management

Invoicing

Send a professional invoice and get paid — all in the same place

Customized invoices

Create a professional‑looking invoice with your business logo and colors in just a few minutes. Your financial institution’s logo is included at the bottom for added credibility.

Payment Options

Let customers easily pay you online with any major credit card (including American Express®), debit card, or via ACH electronic bank transfer.

Automatic Deposits

Get paid directly into your checking account within two business days – no need to transfer your money from external payment acceptance apps.

Invoice automation & Tracking

Always know exactly who’s paid and who’s due. Set up recurring invoices so you can automate your process and automatically add late fees for past due invoices.

A mockup of an invoice with a due button and a pay online button
A man on the phone at a table in his flower shop

Send Yourself an Invoice

Experience the ease of receiving an invoice and making a payment. Send a test invoice to yourself right now!

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    A man and woman working in a shop
     

    Secure Payment Link

    Share a secure payment link by text or place it on a web page.

    Secure Payment
    When you enroll, you’re assigned your own unique URL to a secure payment form. This link can be shared by text (SMS) and email or added to any web page or social media profile.

    Detail History
    Payments are listed chronologically, with the most recent at the top. Filter the list to find specific payments. Generate a spreadsheet if you need it, and export with one click.

    Tailored Messaging
    If you run a church or nonprofit, there’s no need to alienate members – quickly update verbiage to take donations or contributions instead.

    Automatic Deposits
    Get paid directly into your checking account within two business days – no need to transfer your money from external payment acceptance apps.

    A woman using her smartphone in her cafe
     

    In-App Payment Acceptance

    Take customer payments on the spot or over the phone.

    In-App Terminal
    When you’re ready to take a digital payment, just access your payment form inside online or mobile banking and enter the payment details yourself.

    Free Mobile App
    Download the free Autobooks app via the App Store® or Google Play™, and access your unique payment form anytime you need to collect a payment.

    Transparent Processing Fees
    When you’re a small business, you need to know exactly what you’re paying. Our rates are comparable to popular payment apps, but there are never any hidden fees.

    Automatic Deposits
    Get paid directly into your checking account within two business days – no need to transfer your money from external payment acceptance apps.

    QR Code Payments

    Display your unique QR code to make it easier for customers to pay.

    Reusable QR Code
    Access a reusable QR code inside online or mobile banking. Download and store in your device for easy retrieval or just print it and display in a prominent location.

    Great for Events
    QR codes are ideal for in-person events where you plan to meet with multiple customers or donors – farmers’ markets, fundraisers, you name it.

    Invoices
    If you send PDF invoices and other billing communications to customers, don’t forget your Autobooks QR code. It doesn’t make a difference if it’s a paper or email invoice.

    A man scanning a QR code with his smartphone
    A woman using her smartphone to deposit a check remotely

    Accounting & Reporting

    Add on full financial management functionality when you’re ready.

    Simplified Accounting Tools
    Keep track of your business directly inside online banking and mobile banking. Stop having to rely on pen and paper, spreadsheets or overly complex accounting software.

    Automated Reporting
    When you get paid or pay a bill, let Autobooks update your business reports automatically. Also get profit and loss reporting that tracks your income and expenses, balance sheet and more.

    Cash Flow Management
    Track your account balance right alongside your incoming and outgoing payment information. Includes scheduled payments, coming due and past due payments.

    Pay Bills
    Manage all your bills in one place. You can create, track and schedule. Simply create a list of vendors, set up and schedule payments and track past and upcoming payments.

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