Free Invoicing and Online Payment Acceptance Plugins for all Banno Clients.
Autobooks has partnered with Banno by Jack Henry Digital to make integrated invoicing and online payment acceptance free features of the Banno Digital Banking Platform.
Have a question? Send us an email.
Launch the new Banno Plugins from Autobooks in three simple steps.
Step 1 - Enable the Plugins and Complete Testing
Follow the steps in our PDF guide to enable the Plugins for your FI and complete testing. During this step you can enable only for your test accounts. Once testing is complete, you are ready to enable for all accounts.
*Engagement tip. When you add the dashboard card, place it in the upper right or left hand corner of the global dashboard configuration. See PDF for more details.
Step 2 - Sign up for Team Training
Register for one of our training sessions to learn more about these features and gain strategies for identifying and engaging customers who can benefit the most from the functionality.
Step 3 - Prepare Your Go-to-market Plan
Marketing to your small businesses is key to driving feature awareness, engagement, and activation. The Autobooks team has created simple to access marketing materials to make go-to-market planning and execution easy.
Send at least two announcement emails
Emails are a great first step to bring awareness to your small businesses. Simply click the links below to copy and paste our announcement email content.
Market the new features on your FI's website
We've created a plug-and-play solution for launching a product page on your FI's website. This page describes the features of the new Banno Plugins, outlines the benefits, and allows a visitor to send themselves a test invoice.
Looking for additional resources?
Support and Training Resources
Autobooks always keeps your frontline staff in mind. So much so that we’ve created an entire resource center dedicated to your team’s success. Click the link below to learn more about the training resources we provide, including scheduling live training for your team.
Revenue Share and Customer Care Form
After you have launched the new Banno Plugins, your FI is eligible to receive revenue share each quarter. Click the link below to provide your FI's revenue share contact details, and to identify your key points of contact for customer support.
Advanced GTM Services
If you're ready to take the next step with your go-to-market plan, we can help. Click the link below to download free digital ads, SMB-facing marketing videos, and to request a marketing package branded specifically for your financial institution.
Autobooks has partnered with Jack Henry Digital to make integrated invoicing and digital payment acceptance free features of Banno Online and Banno Mobile. To see a demo of the Plugins, review the feature capabilities, and see the revenue share model - click the link below.