Learning Spotlight Pages NoCapital.pdf
LEARNING SPOTLIGHT : AUTOBOOKS
Enable small businesses to accept digital payments, manage cash flow, automate accounting and access financial reporting directly from online and mobile banking.
Autobooks On-Demand Learning
Our product suite seamlessly integrates into your existing digital banking channels making it easy for small businesses to get paid and directly manage their finances with you. The following pages will introduce you to the features of Autobooks, guiding you through what you need to know to get started. In addition, each section has quick link access and QR Codes to make learning easy!
READY
TO LEARN
MORE?
Scan the QR Code or visit the Autobooks
Knowledge Base: https://help.autobooks.co
ONLINE INVOICES
Gives businesses the
ability to easily send
professional invoices
that are payable online.
REPORTING & ACCOUNTING
Provides basic
bookkeeping and
financial reports to
track spending and
earnings.
Offers businesses
and nonprofits a
way to accept payments
online or in-app, via
payment link or QR
code.
PAYMENT LINK
CHECKOUT PAGES
Designed to help
businesses and
nonprofits sell single
items, quantity
purchases, or collect
deposit fees and
streamline donations.
LEARNING SPOTLIGHT : INVOICING
CREATE AND SEND PROFESSIONAL INVOICES DIRECTLY INSIDE ONLINE AND MOBILE BANKING.
Make it easy for customers to pay invoices.
By giving customers flexibility in how they pay, it shortens the time it takes to get paid. That’s why 95% of Autobooks users are paid within five business days after sending an invoice.
Customize invoices to fit any business or organization.
Send an invoice directly inside online or mobile banking.
It’s a snap to make it professional with our template. Upload logos, change the colors to match branding, and create custom messages.
HOW IT WORKS
Complete the invoice inside online banking.
•
Once completed, an invoice is sent directly to the payor via email.
The payor will click the link in their email to
•
view their invoice in a secure web browser.
Invoices can be paid using any major card,
•
including American Express®, or even by ACH bank transfer.
Funds go directly into a business’ or nonprofit’s
•
checking account and are usually deposited within two business days. They’re never tied
up or held by another platform.
LEARNING SPOTLIGHT : PAYMENT LINK
OFFER SMALL BUSINESS AND NONPROFITS AN EASY WAY TO COLLECT ONLINE OR IN-APP PAYMENTS FROM CUSTOMERS.
Accept payments directly inside online and mobile banking.
Easily take a card or ACH payment over the phone or on the spot. Just click Payment Link inside online or mobile banking to access your unique Autobooks link.
Share a secure link or QR Code to accept payments online.
When enrolled in Autobooks, a business or nonprofit is assigned a unique URL for the Autobooks Payment Link. This link can be shared by text, email, or added to any web page. Autobooks also provides a QR code that can be displayed or printed on materials.
HOW IT WORKS
Take a customer payment on the spot — just enter
•
payment details into the payment form inside online or mobile banking.
Prefer to have a customer pay from their own
•
device? Text or email a secure payment link, where they can complete the transaction themselves.
Access a QR code that’s connected to your
•
Payment Link. Display it anywhere to accept payments (stickers, pamphlets, business cards, and more!).
Funds go directly into the checking account and are
•
usually deposited within two business days. They’re never tied up or held by another platform.
LEARNING SPOTLIGHT : CHECKOUT PAGES
CHECKOUT PAGES CAN BE CREATED IN MINUTES TO SELL PRODUCTS AND SERVICES OR QUANTITY PACKAGES, ASSESS MEMBERSHIP FEES, OR COLLECT DONATIONS.
Sell single items, offer quantity purchases, or build a packaged offering.
Easily setup Checkout Pages to offer a single item or have quantity selection. Build a package offering with detailed descriptions that payors can easily select and purchase.
Manage Checkout Page information and sales in one place inside online or mobile banking.
All sales are organized for easy viewing and can be exported in an easy to read spreadsheet with just a click. Additional payor information collected through a Checkout Page can be found easily inside the sales tab.
HOW IT WORKS
Create a Checkout Page for a product, service,
•
cause, or event in a few clicks.
Add a detailed description or choose to collect additional customer information during the transaction.
When a payment is made, funds go directly into the
•
organization’s checking account and usually deposited within two business days. They’re never tied up or held by another platform.
LEARNING SPOTLIGHT : ACCOUNTING AND FINANCIAL REPORTING
AN OPTIONAL UPGRADE TO OUR PREMIUM PLAN ADDS ACCOUNTING AND REPORTING FEATURES INSIDE ONLINE BANKING.
Home base for all business finances.
Every transaction inside a business’ checking account is automatically synced within Autobooks. In addition, other accounts and credit cards can be linked from other financial institutions to an Autobooks account. This means that every transaction will be accounted for.
Features include:
- Connected to your bank account - bank transactions import automatically.
- Import additional transaction data from other bank accounts and credit cards.
- Track income, expenses, sales, and sales tax.
- Create rules to automate bookkeeping.
- Manage tax deductions.
- Share your books with an accountant.
- Manage vendors and vendor payments.
- Create multiple users.
Stay up to date with built-in reporting.
Reports to track business income and expenses make tax time simple. Our budgeting tool is a great way to keep on top of spending and business health.
Enhanced reports include:
- Payment management
- Sales and Sales Tax
- Profit/Loss
- Budget
- Expense/Fee management
- Balance sheets and more!
VISIT OUR KNOWLEDGE BASE FOR ALL ACCOUNTING AND REPORTING INFORMATION!
ACCOUNTING
REPORTING