Recurring invoice schedules take the manual work out of billing

Bill your regular customers automatically from your Your Financial Institution account — no manual follow-ups, no recreating the same invoice every cycle.

Autobooks Invoicing makes it simple to manage ongoing work with recurring invoice schedules

Save time and set your customers on a recurring schedule in just a few clicks. You can avoid manual follow-ups for your ongoing services, and customers can pay from their mobile device or desktop with a card, through ACH, or Apple Pay, with payments depositing directly into your Your Financial Institution account.

Choose the schedule that fits your business

• Annually: Send once a year on a date you set
• Quarterly: Send invoices every 3 months, with the flexibility to choose the months and a specific day.
• Monthly: Send invoices every month on the day you choose
• Bi-weekly: Send invoices every 2 weeks, on the day you choose
• Weekly: Send invoices every week, on the day of the week you choose

Log into your Your Financial Institution account, access Autobooks, click the Invoices tab and select New recurring invoice to get started.

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

There's more than one way to get paid with Autobooks. Learn more about Tap to Pay on iPhone, your Payment Link and Checkout Pages in your Your Financial Institution online and mobile banking.

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.

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: Apple Developer. 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.