Making your customers aware of our new features is the key to driving adoption. Click the button below to order free printed copies of the General Receivables Flyer, and download our other flyers to help promote adoption and increase deposit activity for your team.
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.
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.
Need help finishing the conversation? Autobooks is here to help. Refer your customer to an Autobooks Specialist to answer their deeper questions, guide enrollment and get a tour of the solution. Come back to the Referral Dashboard to check the status of your referral, from first contact through payment activation.
Sign up to be a member of our referral program today!
SEND AN INVOICE
Give your customer that owns a small business 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.
For added flexibility, the customer can easily set up recurring invoices, payment/past due reminders, and additional sales tax rates.
To learn more, click here.
ACCEPT A PAYMENT
Offer customers that own a small business or manage a nonprofit a way to accept online or in-app payments
Customers are provided with a unique link to their own secure payment form — which can be shared with paying customers or potential donors. Payment links can be shared via text or email, within social media, or even pasted into a web page.
The payment form can also be accessed directly in app — making it fast and convenient to accept a payment on the spot.
To learn more, click here.
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.
Step 2 - Customer Support
Customer Support is the backbone of product success! Your Support team should be trained prior to going live with our online payment features.
Step 3 - All Staff Training
Arm your staff with the information they need to answer questions and promote these exciting features.
Our video library walks your staff or customers through the features of our receivables, step-by-step.
Send an Invoice:
Accept a Payment:
Having trouble creating a plan?
Autobooks can help!
FI Training Package
- One hour training planning session with an Autobooks Training Specialist
- Custom recommended training plan
- FI branded, custom training deck with leader notes included
- Branded physical collateral (PDF format)
- One Autobooks-led live training session, recording provided for future use
- Bulk enrollment for your staff to the Autobooks Referral Program