Digital One Business Mobile Autobooks Feature Guide

Published: August 08, 2025

Contents

Overview of Autobooks..............................................................................4
Audience.........................................................................................4
Enabling Autobooks Features in Digital One Business Mobile......................5
Enable Features of Autobooks at the Company Level......................................................5
Assign Autobooks Features to Accounts at the Company Level..........................................6
Assign the Autobooks Service to Company Users........................................................7
Accessing the Autobook Features..............................................................8
Enroll in Autobooks Features........................................................................8
Send an Invoice Through Autobooks....................................................................9
Accept Payment Through Autobooks..................................................................13

Overview of Autobooks

The Autobooks service is a secure platform designed for small businesses to send invoices and accept payments. It streamlines Account Payable (AP) workflows, providing significant cost-savings.

Autobooks features have been integrated in Digital One™ Business Mobile 6.0 which enables you to send invoices and accept payments seamlessly.

You can access Autobooks feature through the More > Get Paid module of Digital One Business Mobile.

Audience

This guide is intended for Digital One Business Mobile 6.0 administrators and users, providing instructions for enabling and using Autobooks features.

Enabling Autobooks Features in Digital One Business Mobile

To enable Autobooks features in Digital One Business Mobile 6.0, your financial institution must complete setup tasks at the bank and company levels.

• A user with access to Digital One Business Service Tool (Digital One BST) must enable the Autobooks services and assign the Autobooks features to user accounts at the company level.

• A primary user with administrative privileges in Digital One Business must then assign the Autobooks service to other users within the company.

Enable Features of Autobooks at the Company Level

To enable the Autobooks feature at the company level, you must select the AUTOBOOKS SSO service in Digital One BST.

Before you begin

You must have the following roles and entitlements to complete this task:

Procedure

1. Sign in to DAT.

2. Select the Digital One Business Service Tool (BST) link.

3. Set the working company bank.

a. Select the Company ID link.

b. Enter the company ID in the Company Name or ID field and then select the Set Working Company !.

4. Select Company Setup > Maintain Company > Package & Company Service Enablements.

5. Select the AUTOBOOKS SSO checkbox.

!

6. Select Save Changes.

Results

The Autobooks features have been enabled for your company.

Assign Autobooks Features to Accounts at the Company Level

Before you begin

You must have the following roles and entitlements to complete this task:

Procedure

1. Sign in to DAT.

2. Select the Digital One Business Service Tool (BST) link.

3. Set the working company bank.

a. Select the Company ID link.

b. Enter the company ID in the Company Name or ID field and then select the Set Working Company !.

4. Select Company Setup > Maintain Company > Accounts > Account Maintenance > Account Service Maintenance.

5. Select Autobooks from the list of services.

Figure 1: Account Service Maintenance Page

6. Select the checkbox beside the eligible accounts to assign them the Autobooks service.

Figure 2: Selecting the Account for Autobooks

7. Select Save Changes.

Assign the Autobooks Service to Company Users

Before you begin

To assign the Autobooks service, a company user must have the following roles and entitlements:

Procedure

1. Sign in to Digital One Business Online.

2. Select Administration > Company Administration.

3. In the User ID column, select the link for the user to whom you want to assign the Autobooks service.

Figure 3: User Administration Section

4. Select the Edit Services & Accounts ! icon.

5. Select the add service ! icon beside the Autobooks service.

6. Select the checkboxes for the accounts you want to entitle for that user for the Autobooks service.

7. Select Save Changes.

Accessing the Autobook Features

The Autobooks service, integrated into Digital One Business Mobile, enables you to easily manage payments and invoices.

You can access Autobooks through the More > Get Paid module in Digital One Business Mobile.

The following features are available:

• Send an Invoice: Create and send customizable digital invoices to your customers.

• Accept a Payment: Receive digital payments via card or Automated Clearing House (ACH) transfers.

Figure 4: The Get Paid Page in Digital One Business Mobile

Enroll in Autobooks Features

Before you begin

If you are a new user to Autobooks, you must complete the enrollment process before accessing Autobooks services.

1. Sign in to Digital One Business Mobile.

Procedure

2. Select the More menu from the navigation bar..

3. Under INVOICING, ONLINE & IN-APP PAYMENTS, select Get Paid.

Figure 5: Get Paid Option in More

4. Select either Accept a Payment or Send an Invoice.

You will be redirected to the Autobooks application to review and accept the terms and conditions.

5. On the Autobooks Terms of Use and End User License page, select the account you wish to link with Autobooks.

Note: You can link either a Checking or Savings accounts. Only one account can be designated as the primary account. This account will receive processed payments and be used for transaction fees deductions.

6. Select Accept Terms and Continue.

7. Follow the prompts to create your business profile with Autobooks.

Note: After submitting profile, the Autobooks team will review your request and notify you via email.

For more information on enrolling in Autobooks services, refer Autobooks Enrollment for FIS mobile users.

Send an Invoice Through Autobooks

For users entitled to send an invoice, the Send an Invoice option will be enabled in the Get Paid module of Digital One Business Mobile.

Procedure

1. Sign in to Digital One Business Mobile.

2. Select the More menu from the navigation bar.

3. Under INVOICING, ONLINE & IN-APP PAYMENTS, select Get Paid.

Figure 6: Get Paid Option in More

4. Select Send an Invoice.

Figure 7: Get Paid Page in Digital One Business Mobile

5. If your profile is associated with multiple companies, select the appropriate company to proceed.

Figure 8: Company Selection Page

You will be redirected to the Invoices page of Autobooks.

6. On the Invoices page, select the Create your first invoice or Set up an invoice schedule button.

Figure 9: Invoices Page of Autobooks

7. Follow the prompts and enter the required details to generate the invoice.

For more information on creating and sending invoices, refer Create and send an invoice in Autobooks.

Accept Payment Through Autobooks

For users entitled to accept a payment, the Accept a Payment option will be enabled in the Get Paid module of Digital One Business Mobile.

Procedure

1. Sign in to Digital One Business Mobile.

2. Select the More menu from the navigation bar.

3. Under INVOICING, ONLINE & IN-APP PAYMENTS, select Get Paid.

Figure 10: Get Paid Option in More

4. On the Get Paid page, select Accept a Payment.

Figure 11: Get Paid Page in Digital One Business Mobile

5. If your profile is associated with multiple companies, select the appropriate company to proceed.

Figure 12: Company Selection Page

You will be redirected to the Payment Link page in Autobooks.

6. On the Payment Link page, select the required payment option.