Autobooks Training Resources for Q2

Become a Small Business Hero

We provide the resources you need to earn your cape.

Training Webinar Series

The Basics


Learn about our Invoicing and Payment features and how they benefit customers that own small businesses.

Who should attend: All FI Employees

Session length: 45 minutes

Register

Training Plan and Resources

Step 1

Staff Awareness


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.

Step 2

Customer Service


Customer Support is the backbone of product success! Your Support team should be trained prior to going live with our online payment features.

Step 3

All Staff Training


Arm your staff with the information they need to answer questions and promote these exciting features.

Step 4

Sales Staff Training


Lastly, help your Sales drivers become Small Business Super Heroes!


Download Full Autobooks Product Tour

In this overview, we cover all of the important features and functionality of the Autobooks small business solution.

Download Now

Access the Autobooks Starter Kit Video Library

Watch these videos to learn more about how your customer can send an invoice or accept a payment electronically, with funds deposited to their bank account within two business days.

Download Now

Download Full Autobooks Product Tour

In this overview, we cover all of the important features and functionality of the Autobooks small business solution.

Download Now

Access the Autobooks Starter Kit Video Library

Watch these videos to learn more about how your customer can send an invoice or accept a payment electronically, with funds deposited to their bank account within two business days.

Download Now

Our features allow customers to send digital invoices, get paid and manage cash flow in a unified digital experience.

Send an Invoice

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.

Accept a Payment

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.

Autobooks Product Suite

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.

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Marketing materials for you to share

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Marketing Flyers

Making your customers aware of our new features is the key to driving adoption. Download our flyers to help promote adoption and increase deposit activity for your team.

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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.

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Feature Enrollment Guide

Are your customers ready to sign up and give the new features a try? Download this guide to help them navigate enrollment.

Need help for your customer?

Direct your customer to contact Autobooks at (866) 617-3122 or email us at Support@autobooks.co