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If you answer "YES" to any of these questions, Autobooks might be a good fit for you.
- Do you send invoices to your customers?
- Do you provide potential customers with written estimates?
- Are you looking for ways to accept electronic payments?
- Are you looking for payment and expense tracking solutions?
- Are you a non-profit organization?
- Are you a social or booster club?
- Are you a freelancer or consultant?
- Do you own a small business that does not require the use of a POS system such as a daycare or tutoring service?
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The Autobooks tools make it easy to send an invoice to a customer's email address.
- Navigate to the "Accept Online Payments" portion of your online banking.
- Next, click on "Send an Invoice."
- Click "New Invoice."
- Enter the customer's email address.
- Enter the amount of money the customer owes for services.
- Enter service description in the "messages" section (optional).
- Click "Send Invoice."
- For more invoicing options, click on "Advanced Invoice Builder" located on the initial details screen. (This prompt can be found right above the "Send Invoice" icon.)
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Easily collect card or ACH payments by using the Autobooks features inside your online banking.
- Navigate to the "Accept Online Payments" portion of your online banking.
- Next, click "Accept a Payment."
- Click "Enter Payment Details."
- Enter the customer's information.
- Indicate whether it is a one-time payment or recurring payment.
- Enter the customer's card or banking information.
- Accept the terms and conditions.
- Click "Send Payment."
You also have the option to share a payment link with your customers.
- Navigate to the "Accept Online Payments" portion of your online banking.
- Next, click "Accept Payments Now."
- Scroll down to "Share your Payment Form link"
- Click "Copy link."
- Paste the link in a text message and send to your customer.
OR
- Navigate to the "Accept Online Payments" portion of your online banking.
- Next, click "Accept Payments Now."
- Scroll down to "Email your Payment Form link"
- Enter the required information.
- Click "Send Email."
What are the costs associated with accepting payments through Autobooks?
- There are no monthly fees associated with Autobooks.
- Fees are transaction-based.
- Debit/Credit Card Transactions: 3.49% per transaction
- ACH (Using account and routing number): 1% per transaction
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Upgrade to the Autobooks Account/Reporting Tools for $9.99 per month
- Navigate to the "Accept Online Payments" portion of your online banking.
- Next, click on either "Send an Invoice" or "Accept a Payment."
- At the top of either of these pages, choose Reporting/Accounting.
- Click "Activate Autobooks."
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Autobooks has Support Specialists available Monday - Friday from 8 a.m. - 5 p.m.
- Phone: 866-617-3122
- Email: support@autobooks.co