Invoice your customers while you're on the go

Whether you're in between meetings, job sites, on a trip — or just like to run your business from your mobile device — you can send professional invoices to your customers in three easy steps:

Log into your Your Financial Institution online or mobile banking from your mobile device and click Send an invoice.

Input your customer's email address. You can also select from the suggested matches in the dropdown below.

Next, input the dollar amount and click Send invoice. That's it! Your invoice is on the way.

Prefer an invoice with more details?

If you need to add more details to your invoice, you can simply switch to the full invoicing template. Click Go to advanced Invoice Builder on the bottom. Check out the video to learn more (click the image to play).

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

Still have questions? 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.