# Autobooks Standard

# Self-Service Enrollment

**Autobooks offers simple, self-service enrollment online. To get started, a**  
**user simply navigates to the Autobooks portion of their online banking.**  
**Businesses can self-service online, 24 hours a day, 365 days a year.**

## Follow the step-by-step enrollment process for Autobooks below:

1. The new user will click on Autobooks from their online  
banking platform. The Terms and Conditions modal  
will display and allow the user to select which checking  
account they wish to deposit funds (if user has more than  
one checking account with the financial institution).

Once terms and conditions have been accepted, the  
user is presented with the modal to complete any  
missing information in order to request payment  
approval through Autobooks.

The missing information needed could include full  
name, phone number, the business address, EIN, and  
revenue information about the business.

NOTE: The user does have the option to exit out of  
the modal when submitting missing information. If  
they choose to exit out, they will see a small pop-up  
at the bottom in which they can click on to continue  
through enrollment, and submit missing information  
at any time.

There is the possibility that the team may need to  
validate some of this information before we can finish  
payment enablement. Please be on the lookout for a  
call or email from a member of our Customer Success  
team to review the information you provided.

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2. One completed, the user will see a confirmation that the key data  
has been entered and submitted.

Our onboarding team begins reviewing the information about  
your business we received when you enrolled in order to  
approve your business for accepting payments digitally.

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3. Once information has been verified, you can expect two separate automated emails from  
Autobooks:

The first email will let you know that your ability to collect online bank account payments (ACH) has been  
successfully enabled

The second email will let you know that your ability to collect card-based payments (credit and debit  
cards) has been enabled

After receiving both emails, your account will be fully configured and you’ll be able to start accepting online  
payments!

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# Once complete, you have the option to upgrade your Autobooks experience with additional features!

**To add Account, Reporting, and other features the business owner must click the tab labeled**  
**‘Accounting’. This tab will provide the business owner with clear subscription and processing**  
**rate information, with a call to action to** Activate Autobooks**.**

## Once activated, the business owner will see the full Autobooks view!