When you need to send an invoice and get paid, all you need to do is log into your Your Financial Institution account.

Save these four resources any time you have a question about Invoicing

How to Create and Send an Invoice

Check out our support center to learn the steps to create and send an invoice.

Get Started with Recurring Invoicing

A breakdown of how to save time and support your membership sales or ongoing services with less manual work.

A Breakdown of Your Invoicing Action Menu

Read our blog post about how to put your Invoicing Action Menu to work.

How to include Service Charges on Invoices

Don't get stuck absorbing all the costs of doing business. Learn how to add Service Charges to your invoices.

Sending invoices is simple — paying them is even easier.

Your customers can securely pay from their desktop or mobile device, using a card or bank transfer (ACH).

Get paid today
Your processing rates
Credit card payments: 3.49%
ACH payments: 1.00%
Tap to Pay on iPhone payments: 2.75%
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.

Need other ways to get paid?

Create a Checkout Page in minutes to sell single items, offer quantity purchases, or build a packaged offering. Access your Autobooks account inside online or mobile banking, click the Checkout Pages tab, and click Create new Checkout Page to get started.

Share a payment link or QR code with customers from just about anywhere — they can pay in person or online. Just log into your Your Financial Institution online or mobile banking and click Payment Link / Accept a Payment from the dashboard (or if that’s not available, select Autobooks from the menu).

You can also accept all types of in-person, contactless payments with Tap to Pay on iPhone. Log into your Your Financial Institution mobile app to get started.

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.

Tap to Pay on iPhone requires a supported payment app and the latest version of iOS. Update to the latest version by going to Settings > General > Software update. Tap Download and Install. Some contactless cards may not be accepted by your payment app. Transaction limits may apply. The contactless Symbol is a trademark owned by and used with permission of EMVCo, LLC. Tap to Pay on iPhone is not available in all markets. For Tap to Pay on iPhone countries and regions, see: https://developer.apple.com/tap-to-pay/regions/. Apple Pay is a service provided by Apple Payments Services LLC, a subsidiary of Apple Inc. Neither Apple Inc. nor Apple Payments Services LLC is a bank. Any card used in Apple Pay is offered by the card issuer.