Receivables

From eLearning on demand to downloads and helpful links, we've got your covered.

eLearning

The Basics of Autobooks Payment Tools
Learn about Invoicing, Payment Link, Checkout Page and Tap to Pay features and gain strategies for identifying and engaging customers who can benefit the most.
May 6, 2026
Watch Now

Training Materials

• Training Kit The Basics of Autobooks Receivables
  Teach live classroom sessions using our training kit.
• Training Kit Construction/Skilled Trades Training Kit
  Download our kit to train your staff on the needs of your construction/skilled trades SMBs.

Helpful Documents

• Download Now Autobooks Learning Guide
  Our Learning Guide can be printed and distributed to your team for easy reference.
• Download Now Autobooks Learning Guide w/Tap to Pay
  Our Learning Guide can be printed and distributed to your team for easy reference.
• View Now Sales Talking Points
  Our Sales Talking Points are a great coaching tool for your frontline bankers.
• View Now Sales Conversation Starter
  Our Conversation Starter helps your frontline introduce Autobooks to business customers.
• View Now Comparison Chart
  Our Comparison Chart helps your frontline staff to understand the competition.
• Try It Product Recommendation Quiz
  Our Product Recommendation Quiz helps staff know which Autobooks feature is best for the customer.

Feature Info

• View Invoicing Help Articles
  Search our knowledge base for Invoicing help.
• View Payment Link Help Articles
  Search our knowledge base for Payment Link help.
• View Checkout Page Help Articles
  Search our knowledge base for Checkout Page help.
• View Tap to Pay Help Articles
  Search our knowledge base for Tap to Pay help.
• View Customer Video Library
  Share our Feature Video Library with customers.
• View Now Enrollment Guide
  Share our enrollment guide with your SMB today.