AB Basics CompanionDocument 1.pdf

Autobooks Training Guide

The purpose of this document is to be a companion guide for Autobooks Training.

Print this document prior to attending our training, or after, and keep for your own records.

Small business owners are looking for hands-free ways to get paid to meet an increased demand for digital payment processing. 73% of small businesses say that new forms of digital payments are fundamental to their growth. 59% of small businesses plan to shift to using only digital payments within the next two years, or are already cashless.

How to identify customers that could benefit from Autobooks digital payment solutions:

  1. Check Customer Account Opportunities
    • Regular deposits from third-party processors
    • Regular cash and/or check deposit
  2. Assess what services would benefit the business
    • Could they benefit from single or recurring invoices?
    • Do they need to provide estimates to potential customers?
    • Do they run a non-profit or side business?
    • Do they need a better way to track payments and expenses?
  3. Listen for certain customer business challenges
    • Current systems are too complex
    • Negative experiences with third-party payment processors
    • New business owners looking for payment processing solution

Drive conversation with business owners by asking:

  1. How do you get paid by your customers?
    • Discover their current payment collection process (cash/check? Third-party processor?)
    • If using a third-party processor, are they happy with it? (Customer service, how quickly they access money, etc.)
  2. How do you know you were paid?
    • Discover how they track received payments and business expenses
    • Discover how they access funds after payments are made (virtual wallet? Debit card from third-party provider?)

Enrollment in Autobooks is easy and usually takes about five minutes or less! There are only a few steps for a customer to follow.

  1. Log into online banking using normal login credentials
  2. Click on the feature of choice (Send an Invoice or Accept a Payment)
  3. Answer a few basic questions regarding the business
  4. Once completed, the customer’s information is sent to the Autobooks team for a risk assessment on the business and business owner. The customer will be notified once they can start collecting digital payments.

Some notes on enrollment:

Once enrolled, the customer has access to both the Send an Invoice and Accept a Payment tool. Customers can sign up in online banking 24/7 or in the branch if they can access online banking.

Autobooks Features

With all the tools available through Autobooks, here are some of our most popular features:

Send An Invoice

Accept A Payment

Self-Service Upgrade option Available

This upgraded service is optional and available to customers from within either of the payment processing tools. The features for this upgrade include:

How Autobooks supports your customers:

Once a customer enrolls:

Resources available:

Available Monday-Friday 9am - 6pm ET