Step 2
Customer Support Teams
Customer Support is the backbone of product success! Your Support team should be trained prior to going live with our online payment features.
Attend or view The Basics webinar
The resources you need to coach your in-branch teams and guide your customers.
Customer Support is the backbone of product success! Your Support team should be trained prior to going live with our online payment features.
Attend or view The Basics webinar
Arm your staff with the information they need to answer questions and promote these exciting features.
Attend or view The Basics webinar
Lastly, help your Sales drivers become Small Business Super Heroes!
Attend or view our Driving Enrollments webinar
Now your customers can send their customers a professional online invoice right from online banking.
Customers can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.
To learn more, download our Send an Invoice doc or download the video by clicking the Share icon in the video toolbar.
Customers can accept payments right within online banking! In addition, the customer is provided a unique link to their own secure payment form which can be shared with paying customers or potential donors. Payments links can be shared via text, within social media, or even pasted into a web page.
To learn more, download the Accept a Payment doc or download the video using the Share icon in the video toolbar.
Autobooks is so much more than just payments and invoicing. The full suite — available with digital banking — also includes financial reporting, payables, and accounting functionality.
Empower your small business customers to fully manage their business directly from your existing digital banking channels
Download the Autobooks Upgrade - Accounting and Reporting page
Enrolling in Autobooks technology is easy, and is completed in about 5 minutes!
To learn more, download our Enrollment Guide or download the video using the Share icon in the video toolbar.
Download this guide to help them navigate enrollment. We've also included a FAQ to help answer their most common questions.
Send us a message at FISEmbedded@autobooks.co
Direct your customer to contact Autobooks:
(866) 617-3122
support@autobooks.co