Invoicing

Send an invoice.
Get paid. Move on.

Create and send professional invoices from your bank’s digital banking. Customers pay online. Money settles to your account. You always know exactly who’s paid and who hasn’t.

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Invoice Payment UI

Invoicing in three steps.

1
Create your invoice.

Add your customer, line items, and due date. Upload your logo, match your brand colors, and add a custom message. It takes seconds, not minutes.

2
Send it their way.

Email it directly or share a link. Your customer sees a clean, branded invoice and pays online with the method that works for them: credit card, debit card, ACH, or Apple Pay.

3
Money in. Status updated.

Payment settles directly to your bank account. The invoice updates from coming due (or past due) to paid. Your cash position reflects the new total alongside every other payment you’ve received.

Everything you need to invoice and get paid.

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Multiple payment methods

Your customers can pay by credit card, debit card, ACH, or Apple Pay, all from the same invoice link. You accept more ways to pay without managing more tools.

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Automated reminders

Set it and forget it. Autobooks sends payment reminders on the schedule you choose: before the due date, on the due date, and after. You follow up less. You get paid sooner.

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Recurring invoices

Bill regular customers automatically. Set the frequency, and Autobooks creates and sends the invoice on schedule. Same client, same amount, no extra work.

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Past due, coming due, paid

Three summary cards above your invoice list show what’s past due, what’s coming due, and what’s already been paid. Click a card to filter the list. No spreadsheets, no math, no second-guessing where you stand.

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Funding when invoices go past due

If you have past-due invoices and qualify for funding, a small alert appears right where you’re tracking them. The same connected view that shows what you’re owed shows what you can borrow against.

Insights Dashboard

Your invoices are never just invoices.

Every invoice payment lands in your connected receivables view alongside your bills and your bank balance. The connected system sees what’s owed, what’s incoming, and what’s outgoing, then surfaces what matters.

When invoices go past due, you can access funding right where you’re tracking the receivable. When Autobooks accounting is enabled, every invoice and payment is categorized and recorded automatically.

Invoicing is one part of the connected system. The more you use, the clearer your picture.
Related Capabilities
Get Paid → Invoicing, Payment Link, Tap to Pay on iPhone, Checkout Pages Pay Bills → Vendor payments, expense management Accounting → The ledger that connects it all Lending → Working capital from real data

Banks choose which Autobooks features they offer. If something on this page isn’t available where you bank, ask your banker about adding it.

Built for how you actually work.

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Consultants & freelancers

Bill clients after a project wraps. Set up recurring invoices for retainers. Track who’s paid and who hasn’t without a spreadsheet.

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Service businesses

Plumbers, electricians, landscapers: send an invoice from your phone before you leave the job site. Payment reminder goes out automatically. Money arrives in your bank account.

 

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Online sellers

Invoice wholesale buyers or B2B customers directly. Pair with checkout pages for retail. Every payment lands in the same connected view, no matter how it comes in.

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Nonprofits

Invoice donors, sponsors, and grant payments. Track receivables against commitments. When Autobooks accounting is enabled, every dollar is categorized and recorded automatically.

Send your first invoice today.

Autobooks invoicing is inside your bank’s digital banking. No new app. No new login.

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Back to Get Paid | Related Payment Links Tap to Pay Checkout Pages Bulk Invoicing | True Cash Balance

Online Invoicing

Professional invoicing that helps your business customers get paid fast. 

Autobooks helps small businesses send professional invoices and estimates directly inside online and mobile banking.

Autobooks in partnership with your financial institution, delivers the tools that help businesses thrive.

When it comes to the health of small businesses, cash flow is at the top of the list. Help them shorten the time it takes to get paid by making it easier for them to get paid: 95% of Autobooks users are paid within five business days after sending an invoice. 

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Sending an invoice shouldn’t be complicated. 

Simplicity saves time. Businesses can send a quick invoice via email through any mobile device in just a few taps. Tracking payments is just as easy with the at-a-glance dashboard.  

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Payments should be easy to track.

With an at-a-glance screen that includes color coding, businesses can quickly see who’s paid and who’s past due. View invoices, resend, cancel and more with just a few clicks.

 
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Processing fees should be easy to understand. 

Knowing up front what a business will pay to accept payments is important. No matter what card end customers uses, the processing fees are always the same. 

Getting started with online invoicing

 

How it works for your customers

When your business customers are ready to send an invoice that’s easy for their customers to pay, online invoicing through Autobooks and your financial institution is the way to go.

Autobooks invoices.
Easy to send, even easier to pay.

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Send an invoice from anywhere, mobile or desktop. Business customers fill out the basic fields on the invoice inside online or mobile banking, then click send.
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Invoices are delivered via email. Paying customers can click on a link from their email to view and pay.
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They can pay using any major card, including American Express®, or by ACH bank transfer. Business customers 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.

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Funds go directly into the business customer's checking account and are usually deposited within two business days. They’re never tied up or held by another platform.

Set your business customers up for success — offer invoicing that's a basic feature of business banking.

Autobooks offers a simple and trackable way for businesses to get paid — no matter if they're starting out or already have a system in place. 

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Make it easy for your customers to get paid. 

When businesses give customers flexibility in how they pay, it helps to shorten the time it takes to get paid. That’s why 95% of Autobooks users are paid within five business days after sending an invoice.

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Customers send invoices directly inside online or mobile banking. 

Why make your business customers maintain another payment app when they don’t have to? Instead, they can rely on a platform that they already trust, and is always secure and easy to use. Your customers just log in and click ‘Send an invoice’ to get started.

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Customers know how much they will pay for every transaction. 

When your business customers accept an online payment through Autobooks and your financial institution, they'll see a single processing fee. Good news: our fee is the same no matter what card their customer uses.

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Customizable invoices to fit your customer's business. 

It’s a snap to make it professional with our template. Your business customers can upload a logo, change the colors to match branding, and create custom messages. 

Send yourself an invoice now and see how easy it is to get paid. 

Frequently asked questions

How does the integration between Autobooks and my financial institution work?

We’ve partnered with the industry’s leading digital banking providers to integrate our product suite into their existing platforms. That means that when your customers log into their account, the payment acceptance features powered by Autobooks will be available from the main dashboard or navigation, like bill pay and mobile deposit are today.

How would Autobooks complement our existing merchant services program?

Not all businesses operate in traditional retail environments. Many businesses and non-profits need to accept card payments in app and on the move, such as through an online link shared online or by text message, or through a digital invoice. Autobooks enables your financial institution to offer these capabilities so that you can serve customer segments that are not fit for traditional merchant services and treasury products. 

What’s the benefit when our customers get paid through Autobooks, versus a third-party payment acceptance app?

When businesses utilize Autobooks for receiving payments, it's akin to solidifying the direct deposit relationship of a consumer account. When the business gets paid through a service you offer, funds are deposited directly into your customers' accounts. Ensuring you lock in the full deposit relationship. This is not always the case when a customer uses a third-party app. In fact, most third-party apps compete with you for the customer deposit, transaction processing revenue, and lending opportunity. 

How much do you charge for Autobooks?

There are two types of fees associated with Autobooks: processing fees and monthly subscription fees. When a customer incurs either type of fee, a portion of the revenue is shared back with the financial institution.  

Processing fees are charged on a per transaction basis when a customer accepts a payment through Autobooks invoicing, payment links, or Tap to Pay on iPhone. Refer to our fees page for pricing details. 

Subscription fees are charged on a monthly basis only for customers that opt for the full Autobooks product suite that includes accounting, financial reporting, and payment acceptance functionality. The monthly subscription fee for the full Autobooks product suite is $9.99 a month. 

Explore other Autobooks features, in-depth.