Become a Small Business Hero
We provide the resources you need to earn your cape.
Training Webinar Series
Training Plan and Resources
Getting all of your staff on the same page requires great communication. We'll help you make that easier with this announcement email copy. Whether you use our words as inspiration or as the total source material, this step is critical to training your teams.
Customer Support is the backbone of product success! Your Support team should be trained prior to going live with our online payment features.
Our features allow customers to send digital invoices, get paid and manage cash flow in a unified digital experience.
Give your customer that owns a small business the ability to easily send professional invoices and get paid electronically
Now your customers can send their customers a professional online invoice right from online banking.
For added flexibility, the customer can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.
Download the Send an Invoice doc, or download our video using the Share icon in the video toolbar.
Offer customers that own a small business or manage a nonprofit a way to accept online or in-app payments
Customers are provided with a unique link to their own secure payment form — which can be shared with paying customers or potential donors. Payment links can be shared via text or email, within social media, or even pasted into a web page.
The payment form can also be accessed directly in app — making it fast and convenient to accept a payment on the spot.
Download the Accept a Payment doc, or download our video using the Share icon in the video toolbar.
A complete small business solution, inside your online and mobile banking
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.
Marketing materials for you to share
Customer Email Templates
We've created email copy to help you promote our features to your customers. Simply click on the links, and copy the text to paste it into an email to help drive awareness with your customers and start the conversation.