SelfService Enrollment Standard 24.pdf
Autobooks Standard
Self-Service Enrollment
Autobooks offers simple, self-service enrollment online. To get started, a
user simply navigates to the Autobooks portion of their online banking.
Businesses can self-service online, 24 hours a day, 365 days a year.
Follow the step-by-step enrollment process for Autobooks below:
- The new user will click on Autobooks from their online
banking platform. The Terms and Conditions modal
will display and allow the user to select which checking
account they wish to deposit funds (if user has more than
one checking account with the financial institution).
Once terms and conditions have been accepted, the
user is presented with the modal to complete any
missing information in order to request payment
approval through Autobooks.
The missing information needed could include full
name, phone number, the business address, EIN, and
revenue information about the business.
NOTE: The user does have the option to exit out of
the modal when submitting missing information. If
they choose to exit out, they will see a small pop-up
at the bottom in which they can click on to continue
through enrollment, and submit missing information
at any time.
There is the possibility that the team may need to
validate some of this information before we can finish
payment enablement. Please be on the lookout for a
call or email from a member of our Customer Success
team to review the information you provided.
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- One completed, the user will see a confirmation that the key data
has been entered and submitted.
Our onboarding team begins reviewing the information about
your business we received when you enrolled in order to
approve your business for accepting payments digitally.
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- Once information has been verified, you can expect two separate automated emails from
Autobooks:
The first email will let you know that your ability to collect online bank account payments (ACH) has been
successfully enabled.
The second email will let you know that your ability to collect card-based payments (credit and debit
cards) has been enabled.
After receiving both emails, your account will be fully configured and you’ll be able to start accepting online
payments!
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Once complete, you have the option to upgrade your Autobooks experience with additional features!
To add Account, Reporting, and other features the business owner must click the tab labeled
‘Accounting’. This tab will provide the business owner with clear subscription and processing
rate information, with a call to action to Activate Autobooks**.**