More ways to schedule recurring invoices and save time on billing

Quarterly and annual recurring invoicing schedules are now available

More schedule options are now available when setting up recurring invoices in your Your Financial Institution account.

Set invoicing on autopilot by automatically sending invoices on a set schedule — and spend less time managing billing.

Annual and quarterly recurring invoice schedules are now available, making it easier to support memberships and ongoing services with less manual work.
Create a new recurring invoice by accessing Autobooks in your Your Financial Institution online banking, then head to the Invoicing tab and click New recurring invoice.

Create a recurring invoice
Your processing rates
Credit card payments: 3.49%
ACH payments: 1.00%
Typical settlement time: 2 business days

Automatically send invoices on a set schedule and avoid manual follow-ups for ongoing services

Annual recurring invoices

Choose a specific day and month to have an invoice send each year.

Quarterly recurring invoices

Send invoices every 3 months, with the flexibility to choose the months and a specific day.

Monthly recurring invoices

Send invoices every month, on the day you choose.

Bi-weekly recurring invoices

Send invoices every 2 weeks, on the day of the week you choose.

Weekly recurring invoices

Send an invoice every week, on the day of the week you choose.

Save time by simplifying ongoing billing with flexible recurring invoice schedules, right from your Your Financial Institution online banking.

Set up a recurring invoice
Your processing rates
Credit card payments: 3.49%
ACH payments: 1.00%
Typical settlement time: 2 business days

Have questions or need some help?

We're here for you — visit the Autobooks Support Center to view step by step breakdowns of Autobooks features, or submit a support ticket.

Invoicing and online payments are provided to you by Your Financial Institution, and powered by Autobooks. Autobooks is a trusted technology partner of Your Financial Institution. Our secure platform is what enables your Your Financial Institution to offer invoicing and online payment acceptance.
The ability to accept specific card brands can vary. Please check with Your Financial Institution to confirm which types of cards are supported.