NCR Feature Guide Autobooks.pdf
Feature Guide
Invoicing & Payments Autobooks
Overview
NCR has partnered with Autobooks to bring digital invoicing and payments to your DI Business Banking users. Businesses will have the option to subscribe to additional cash flow/accounting reports for a monthly fee.
Entitlements
Business
| Entitlement | Description |
|---|---|
| Invoicing and Payments | Entitles the Primary and Secondary Administrators of each business to access the Invoicing and Payments feature |
Business User
| Entitlement | Description |
|---|---|
| Invoicing and Payments | Entitles the user to access the Invoicing and Payments feature |
Autobooks Service Level
| Entitlement | Description |
|---|---|
| Basic Service | Enable businesses to send digital invoices and accept payments from customers |
| Accounting Function Subscription fee of $9.99 paid by SMB | Allow business customers to upgrade to accounting functions within Autobooks. The upgraded functions will include GL, Accounting, Cash-flow, and reports. |
Admin Platform - Autobooks
Enable Businesses for Invoicing and Payments
To enable a business to access the Invoicing and Payments module
Admin Platform → Business Banking → Dashboard → Choose business to enable → Additional Services → Third Party Vendor Services → ✅ Invoicing and Accounting → Save changes to profile
- Uncheck Invoicing and Accounting to disable service for a business
| Third Party Vendor Services | |
|---|---|
| Bill Pay | |
| Check Reorder | |
| Credit Card Rewards | |
| External Loan Payment | |
| External Transfer | |
| Fraud Prevention | |
| Invoicing and Accounting |
Admin Platform Reporting
When a business is enabled or disabled in Admin Platform for Invoicing and Accounting modules, it will be recorded in the Log Viewer reports.
Admin Platform → Home → Log Viewer → Enter Start and End Date → (Optional) Login ID → Event Type: Update Business → View Logs
- When enabled for a business, "Invoicing and Accounting" will be included in the SSO entitlements. When disabled, it will not be included.
Invoicing & Payments Autobooks
Activity Report
When a business user accesses the Autobooks SSO, it will be recorded in the Activity Report in Admin Platform.
Admin Platform → Reports → Activity Report → Enter date → Activity: Business → Select Event Type: Single Sign on → Display Results
Autobooks Hub
Autobooks Hub offers financial institutions insight into their customers that have enrolled in Autobooks services. A username and password will be issued to your financial institution when Autobooks is enabled. More information can be found at Autobooks Resources
Business Setup
All primary and secondary administrators will be granted access to Autobooks SSO link from the main navigation screen when the business is entitled to Invoicing & Payments. Once the business is enrolled in Autobooks, the primary or secondary administrator can grant access to other business users. Business users with the entitlement of Invoicing and Payments will have access to the SSO link from the main navigation screen. The first time the user accesses this menu item, the user will be prompted to enroll in Autobooks.
Step 1: SMB Customers will be presented with Terms and Conditions
SMB customers will be presented with Autobooks terms and conditions. Customers will choose the account to enroll for payments and accept the terms and conditions.
Step 2: SMB Customer will enter the Autobooks solution within online banking
Information about the SMB transactions will be sent from the financial institution to Autobooks automatically to aid in the underwriting process for Autobooks.
Step 3: SMB will be prompted to enter information required to approve payment and invoice limits
Business information will be used with past account transactions to underwrite and set the limits for the company to use in ACH and card payment transactions.
Step 4: Autobooks will prompt the user though setting up the business profile
Step 5: Within minutes, the business can be approved and ready to process their first digital invoice or payment
Step 6: The SMB will choose to setup an invoice or payment form
Invoicing
Invoices are detailed bills that let the business list the products or service they are requesting payment for. Each invoice has a “Pay Online” button the customer can click to pay the business.
Step 1: The business customer will add individual or company information that the invoice is sent to
Step 2: Add details about the billed item, including adding optional sales tax
Step 3: Review and send the invoice. The business and their customer will both receive an email. An email reminder will automatically be sent to the customer on the due date and reminders if the payment is late.
Payment Form
Payment forms will allow businesses to setup a unique link that can be shared anywhere to let their customer make payments or donations quickly and easily.
Step 1: The business will customize their payment form including their business name, address, phone number, and logo.
Step 2: The business will complete the payment form information with the aid of prompts though the form.
Step 3: Once the payment form is complete, the business can share their payment form though email, link, or embedded link on their website.
Accounting Services (Optional)
Business customers will have the option to upgrade to the Accounting Package from Autobooks by selecting the “Accounting” tab in the navigation menu. When the user chooses to upgrade, they will be presented with a Welcome Screen which describes the accounting functions and contains the pricing disclosures. This feature is optional and will be billed if enrolled.
Mobile
If entitled to the user, Invoicing & Payments will be available in the mobile application under the “More” menu. To change the order of your institution’s mobile menu, a case can be opened with NCR DI Care team to specify menu order.