Autobooks Training Resources

Become a Small Business Hero

Check out these short introductions of our invoicing and payment form features to refresh your Autobooks knowledge.


Training Webinar Series

The Basics

Learn about our Invoicing and Payment Features and how they benefit customers with small businesses.

Who should attend:  All FI employees

Session Length: 45 minutes

Register

Training Project Plan and Group Resources

Step 1

Staff Awareness


(Pre go-live)

Getting all of your staff on the same page requires great communication. We'll help you make that easier with announcement email copy. Whether you use our words as inspiration or as the total source material, this step is critical to preparing your teams for change.

Step 2

Customer Support


(Pre go-live)

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

Step 3

All Staff Training


(Post go-live)

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

 

Step 4

Sales Staff Training


(Post go-live)

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

Marketing materials for you to share

Marketing Flyers


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

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. 

Access the Autobooks Video Library

Watch these videos to learn more about how to better drive your small business clients to enroll in Autobooks. 

Customer Email Templates


We've created email copy to help you promote our features to your customers. Simply click on the links below, and copy the text. Paste it into an email to your customer to help drive awareness and start the conversation.

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. 

Access the Autobooks Video Library

Watch these videos to learn more about how to better drive your small business clients to enroll in Autobooks. 


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.  

To learn more, click here.

Try it yourself!

Enter your email address to send yourself a test invoice:
Payment Form

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.

To learn more, click here.

Accounts Balances Bottomline-1
AUTOMATED ACCOUNTING

Real-world accounting that’s designed for your small business customer — not their accountants

Offer your small business customers an alternative to managing their books via pen and paper, spreadsheets, or complicated third-party applications — all available directly inside of digital banking channels. 

Now small business customers can stay on top of things with an easy-to-use accounting product built especially for them. 

ab reports bottomline
FINANCIAL REPORTING

Balances, budgets and bottom lines — give your small business customers much-needed reporting functionality

Give your small business customers immediate visibility into the details that matter — like vendor balances, profit and loss statements, and balance sheetsAll reports automatically update behind the scenes, so owners can focus on the bottom line.

It’s all available in one convenient placeinside your digital banking. 

To learn more, click here.

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. 

Access the Autobooks Video Library

Watch these videos to learn more about how to better drive your small business clients to enroll in Autobooks.