Become a Small Business Hero

We provide the resources you need to guide your customer.

Register for our Training Webinar Series.

Training Webinar Series

Introduction

Advanced

Explore the new Banno Features

Learn about our Invoicing and Online Payment Upgrades for Banno and hear how they benefit your Small Business customers.

 

Register Now

 

How to Achieve Sales Goals with Banno Receivables

After attending one of the Introduction webinars join one of these sessions to learn how to target the right customer, how the receivables features benefit them, and how to drive enrollments.

 

Register Now

Marketing materials for you to share

Marketing Flyers

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.

Feature Enrollment Guide

Are your customers ready to sign up and give the new features a try? Download this guide to help them navigate enrollment.

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.

Autobooks Referral Program

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!

Enroll Today in the Autobooks Referral Program

Referral Program Start Guide and FAQ

Download Full Autobooks Product Tour

In this overview, we cover all of the important features and functionality of the Autobooks small business solution.

Download Now

Access the Autobooks Starter Kit Video Library

Watch these videos to learn more about how your customer can send an invoice or accept a payment electronically, with funds deposited to their bank account within two business days.

Download Now

Download Full Autobooks Product Tour

In this overview, we cover all of the important features and functionality of the Autobooks small business solution.

Download Now

Access the Autobooks Starter Kit Video Library

Watch these videos to learn more about how your customer can send an invoice or accept a payment electronically, with funds deposited to their bank account within two business days.

Download Now

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 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.

DigiBank Browser-1

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 Full Autobooks Product Tour

In this overview, we cover all of the important features and functionality of the Autobooks small business solution.

Download Now

Access the Autobooks Starter Kit Video Library

Watch these videos to learn more about how your customer can send an invoice or accept a payment electronically, with funds deposited to their bank account within two business days.

Download Now

Training Project Plan and Resources

Step 1 - Staff Awareness

(pre-Go Live)

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

(pre-Go Live)

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

(post-Go Live)

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

Step 4 - Sales Staff Training

(post-Go Live)

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

Instructional Videos

Our video library walks your staff or customers through the features of our receivables, step-by-step.

 

Enrollment:

 

Send an Invoice:

 

Accept a Payment: 

Having trouble creating a plan?
Autobooks can help!

FI Training Package

Package includes:

  • 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
Total cost:              $1,500 one-time fee
 
Send an email to: Bannoplugins@autobooks.co 

Autobooks provides first class support...for you AND your customer!

Looking for more information?

Send us a message at Bannoplugins@autobooks.co or call (855) 704-2665

Need help for your customer?

Direct your customer to contact Autobooks at (866) 617-3122 or email us at Support@autobooks.co