# 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
- Send single or recurring invoices  
- Create and manage estimates  
- Add and manage customers  
- Track and manage all payments taken through digital invoices  
- Add and manage products and services to track current pricing  
- Customize invoice templates with business logo and branding  
- Automated payment reminder emails and automated late fee setup available

## Accept A Payment
- Accept payments directly inside of online banking  
- Share a unique payment form link via email, text message, QR Code for scanning, embedded into social media pages, or into business websites  
- Track and manage all payment form payments received  
- Customize the payment form with a business logo and contact information

## 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:
- Automatic transaction categorization  
- Financial reporting  
- Advanced journal entry tool  
- Budgeting tools  
- Link third-party accounts to track expenses holistically  
- QuickBooks import options

### How Autobooks supports your customers:
Once a customer enrolls:
- They will receive a welcome email which details the Autobooks Support phone number and email address so they can get support when they need it.
- They will also receive a few educational emails regarding Autobooks technology to ensure all enrollees have the most updated information.

### Resources available:
Available Monday-Friday 9am - 6pm ET

- Phone Support: 866-617-3122  
- Email Support: support@autobooks.co  
- In-Application Knowledge Base: [https://help.autobooks.co](https://help.autobooks.co)  
- Additional resources for you, our Financial Institution partner: [https://banking-help.autobooks.co](https://banking-help.autobooks.co)