Send digital invoices, accept electronic payments

Send customers a professional invoice or estimate right from digital banking. For added flexibility, set up recurring invoices, payment/past due reminders, and sales tax rates. Digital invoices are delivered directly to your client's inbox, making it easy for them to securely pay online. All payments go directly into your checking account.

Get paid online or in-app

Need to accept payments online or directly in-app? Simply select accept payment in-app to key in payment details. You will also receive your own secure payment link to making accepting remote payments simple and secure. Share your payment link via text, email, or even paste into a web page. All payments go directly into your checking account.

Get paid through an app that your bank trusts

Autobooks partners with financial institutions so that getting paid can become part of your standard banking experience. Autobooks features can be accessed directly inside online or mobile banking — eliminating the need to manage multiple payment apps. That means there’s never a need to track funds (or forget them) inside a third-party wallet.

Keep track of who has and has not paid

Small businesses that use Autobooks stay on top of their receivables with Autobooks' automatic reconciliation. When an invoice is created and sent, a receivable is automatically created. When that customer clicks the email with the invoice and pays that invoice, the invoice is automatically marked as paid, the receivable relieved, and a receipt generated for both the end customer and the small business.

Additionally, with this functionality, the customer can generate a customer aging report to get a high level view of which customers are up to date, and which ones they should follow up with.

Through this feature, small business owners and operators can stay on top of their cash flow and ensure their customers are paying on time.