BECOME A SMALL BUSINESS HERO

The resources you need to coach your in-branch teams and guide your customers.

Invoicing and Payment Link by Autobooks

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Training Webinar Series


  The Basics  

 

Learn about our Invoicing and Payment features and how they benefit Small Business customers.

Who should attend: All FI Employees

Session length: 45 minutes

 

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   Driving Enrollments   

 

After attending The Basics, join this session to learn how to target the right customer and how to drive enrollments.   

Who should attend: Those that are responsible for sales and/or enrollments

Session length: 30 minutes

  

Register Now

Training Project Plan and Resources


 

STEP 1

Staff Awareness

Getting all of your staff on the same page requires great communication.  We'll help you make that easier with this announcement email copy. Whether you use our words as inspiration or as the total source material, this step is critical to training your teams.

Internal Announcement Email

 

 

STEP 2

Customer Support Teams

Customer Support is the backbone of product success! Your Support team should be trained prior to going live with our online payment features.

Attend or view The Basics webinar

Common Consumer Questions

Autobooks Customer Care Team Information


 

STEP 3

All Staff Training

Arm your staff with the information they need to answer questions and promote these exciting features.

Attend or view The Basics webinar

Send an Invoice Doc

Accept a Payment Doc

Autobooks Upgrade - Accounting and Reporting Doc

Enrollment Guide

Elavon Self Enrollment Guide

 

STEP 4

Sales Training

Lastly, help your Sales drivers become Small Business Super Heroes!

Attend or view our Driving Enrollments webinar

Starting the Conversation

Comparison Chart

 

 

Our features allow customers to send digital invoices, get paid and manage cash flow in a unified digital experience.


SEND AN INVOICE

Give your customer the ability to easily send professional invoices and get paid electronically

Now your customers can send their customers a professional online invoice right from online banking.

Customers can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.

To learn more:  

Download our Send an Invoice doc or download the video by clicking the Share icon in the video toolbar.

Try it yourself! Enter your email address to send yourself a test invoice:


ACCEPT A PAYMENT

Offer customers that own a small business or manage a nonprofit a way to accept online or in-app payments

Customers can accept payments right within online banking! In addition, the customer is provided a unique link to their own secure payment form which can be shared with paying customers or potential donors. Payments links can be shared via text, within social media, or even pasted into a web page.

To learn more:

Download the Accept a Payment doc or download the video using the Share icon in the video toolbar.

AUTOBOOKS PRODUCT SUITE

A complete small business solution, inside your online and mobile banking

Autobooks is so much more than just payments and invoicing. The full suite — available with digital banking — also includes financial reporting, payables, and accounting functionality.

Empower your small business customers to fully manage their business directly from your existing digital banking channels

Download the Autobooks Upgrade - Accounting and Reporting page

FIS-Dashbopard

CUSTOMER ENROLLMENT

Signing up is fast and simple

Enrolling in Autobooks technology is easy, and is completed in about 5 minutes!

To learn more:

Download our Enrollment Guide or download the video using the Share icon in the video toolbar.

 

Marketing materials for you to share


 

1. Marketing Flyers

Making your customers aware of our new features is the key to driving adoption. Download our flyers to help promote adoption and increase deposit activity for your team.

Online Payments Features Flyer

Send an Invoice Feature Flyer

Accept a Payment Feature Flyer

 

2. Customer Email Templates

We've created email copy to help you promote our features to your customers. Simply click on the links, and copy the text to paste it into an email to help drive awareness with your customers and start the conversation.

Email #1 - initial promotional email

Email #2 - follow up email


 

3. Feature Enrollment Guide

Download this guide to help them navigate enrollment. We've also included a FAQ to help answer their most common questions.

 

Enrollment Guide

Frequently Asked Questions

 

4. Internal Announcements

Inform your staff of these exciting new features! We make it easy by providing you email copy. Click on the link and copy the text to paste it into your internal announcement email.

Internal Announcement Email

Autobooks provides first class support for you AND your customer!


 

Looking for more information?

Send us a message at FISEmbedded@autobooks.co 

 

Need help for your customer?

Direct your customer to contact Autobooks:
(866) 617-3122           support@autobooks.co