Online Invoicing

Create and send professional invoices in the same place you do your banking. 

Keep things simple and affordable — and get paid faster. Invoice and accept payments through your trusted financial institution and Autobooks. 

Autobooks and your financial institution, giving you the power to manage a steady cash flow. 

When it comes to the health of your small business, cash flow is at the top of the list. Shorten the time it takes to get paid by making it easier to pay you: 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. Send a quick invoice via email through any mobile device in just a few taps. Tracking payments is just as easy with our at-a-glance dashboard.  

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Customer payments shouldn’t take weeks. 

Customers love how simple it is to pay. Whether you’re invoicing businesses or consumers, you’ll shorten the time it takes to get paid by empowering them with fast ways to pay. 

 
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Processing fees should be easy to understand. 

Knowing up front what you will pay to accept payments from your customers is important. No matter what card your customer uses, you will pay the same processing fee.

Start invoicing your customers

 

How it works 

When you’re ready to send an invoice that’s easy for a customer to pay, online invoicing through Autobooks and your financial institution is the way to go.

When you make it easy for customers to pay, you get paid faster. 

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Send an invoice from anywhere, mobile or desktop. Just fill out the basic fields on your invoice inside online or mobile banking, then click send.
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Your invoice is delivered to your customer via email. 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. You'll 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 your checking account and are usually deposited within two business days. They’re never tied up or held by another platform. 

Set your business up for success by ensuring that your invoices are paid on time.

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

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Make it easy for customers to pay your invoices. 

By giving customers flexibility in how they pay, you’re helping 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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Send an invoice directly inside online or mobile banking. 

Why maintain another payment app when you don’t have to? Instead, rely on a platform that you already trust, and is always secure and easy to use. Just log in and click ‘Send an invoice’ to get started.

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Know how much you will pay for every transaction. 

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

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Customize invoices to fit your business. 

It’s a snap to make it professional with our template. Upload your logo, change the colors to match branding, and create custom messages. 

Frequently asked questions

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

Autobooks is built to be part of your everyday digital banking experience. That means that when you log into your 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. 

Find a bank or credit union

How do I get started with accepting card payments from my customers?

After opening your checking account, you can enroll in Autobooks in minutes inside online or mobile banking. For most users, that means you can just click Accept a payment or Send an invoice on the main banking dashboard. 

What forms of payment are available to paying customers?

Customers who receive an invoice sent through Autobooks can pay it immediately upon receiving it electronically using all major credit/debit cards (including American Express®), or by ACH bank transfer.

How soon can I expect to receive funds after a customer pays?

Funds are usually deposited within two business days of the payment submission, and go directly into your checking account held at your financial institution. 

How much do you charge to accept online payments?

When you accept a card not present payment, you will incur a 3.49% transaction fee. This fee is competitive when compared to online card-not-present solutions offered in market. For ACH-based payments, you will incur a 1% transaction fee. This fee is competitive when compared to online card-not-present solutions offered in market.

*These are typical rates, but may vary based on the partnering financial institution. Please contact your bank or credit union to learn more.

See how else Autobooks can help you manage your cash flow.