Accept a payment in-app, directly in your Your Financial Institution account

No matter if your customer wants to pay you with a card or with a bank transfer (ACH), it only takes a few minutes to accept a payment. For situations when you need to enter your customer's payment details, follow these simple steps:

Log into your Your Financial Institution online or mobile banking and click Payment Link / Accept a Payment from the dashboard (or just select Autobooks from the menu).

Select the Payment Link tab and click Enter payment details.

In the payment form, complete the fields marked with an asterisk, such as your customer's name, card number, and expiration date. Important tip: when entering an email address under Email for receipt, be sure to add your customer's and not your own! You'll still receive a payment receipt.

Once your customer understands you're going to process payment, click the terms and conditions checkbox and click pay!

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.

Send an invoice to your customer, payable online with a card or bank transfer. Just log into your Your Financial Institution online or mobile banking and click Send an invoice 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.