Include supporting documents with your invoices

Include time logs, service details, or supporting documents so customers have everything they need to pay, all from your Your Financial Institution online banking.

Attach documents while creating invoices — no separate emails or follow-ups needed.

Upload the documents your customers need — or simply drag and drop them — while creating an invoice after entering your customer and other billing details. Everything your customer needs arrives together without the need to follow up from a different system.

Create an Invoice
Your processing rates
Credit card payments: 3.49%
ACH payments: 1.00%
Typical settlement time
2 business days

Share the documents customers need with your invoices.

Use invoice attachments to include time breakdowns and hours worked, before-and-after photos, or detailed documentation for services rendered, all while creating your invoice in your Your Financial Institution online banking.

Send an Invoice Today
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.