Autobook Payment
What software is required to download for customers to use Autobooks?
No downloads of any kind are required. Autobooks lives completely inside of online banking
Will I need to create a separate login?
No
Autobooks is built directly into First Resource Bank’s online banking, so you don’t need multiple logins to various digital tools.
Tool for small business owners that allows you to send invoices, accept payments, and keep track of customers from inside online banking
What is Autobooks
Is Autobooks safe?
YES!
First Resource Bank is working with Autobooks to bring customers the best invoicing, payment processing, and accounting platform available on the market. Autobooks exceeds industry standards in security to protect customer information.
How much will it cost to enroll in Autobooks and send an invoice?
No cost - FREE
A simple and trackable way to accept in-person, contactless payments from customers right on your phone?
What is Tap to Pay (iPhone)
How can invoices be customized? Give a few examples
upload a logo / choose a header color for background / enter company name and contact information /add messages to invoices /manage alerts for reminders and late fees / reminded of payment due, resend the invoice, and when to enable a late fee
How do I sign up for Autobooks?
Enroll through your FRB online banking
Once you log into your online banking and “Accept Online Payments” what two options appear?
Send an Invoice and Accept Payments Now
How much will it cost for receiving ACH Payment?
What is 1% of transaction
Once a payment is made, how long does it take to credit the account?
The funds will go directly into the your customer’s checking account and are usually deposited within just a couple business days of the payment submission!
What happens when you click on an invoice in Manage invoices?
You can click on any invoice for additional details including view invoice, pay invoice (enter transaction), mark invoice as paid, create a copy, email invoice, and cancel invoice.
What forms of payments are accepted?
What is ACH or debit/credit card payments
What does sending an invoice allow you to do?
Prepare invoices, schedules, customer lists, estimates, products, and services pricing, etc.
How much would it cost to receive Debit/Credit Card Payment?
What is 3.49% of transaction
How can a customer share the payment link?
Payment Form can be embedded in web pages, social media, email or text.
Can you set up recurring invoices?
YES - Recurring Invoices, select the start date, day of week, frequency option, and how many times to invoice.
How long is the contract with Autobooks?
There are no contracts and no surprise fees for different types of cards. It takes a percent out for each transaction and that’s it.
Accept Payments now—will allow you to do what?
Enter payment details, display a QR Code, or share a payment link that you can send to customers so they can pay online.
How much will it cost for receiving in-person card payments?
What is 2.75% of transaction?
In Autobooks, can FRB customer charge tax or fees to their customers?
There are options to add additional line items, discounts, and turn on sales tax
What type of businesses would benefit from this service?
Small Businesses - Non-Profits / Landscaping companies / Skilled trade workers / Social / Athletic / Booster Clubs / Freelancers / Consultants / Property Management Companies just to name a few
What features are included in the Accounting and Reporting Functionality?
Automatic transaction categorization / Financial Reporting Options / Advanced Journal Entries / Budgeting Tools / Link third-party accounts / QuickBooks Import Options
How would a customer know they can start accepting online payments?
The first email will let you know that your ability to collect online bank account payments (ACH) has been successfully enabled
The second email will let you know that your ability to collect card-based payments (credit and debit cards) has been enabled
After receiving both emails, your account will be fully configured and you’ll be able to start accepting online payments!
How much will it cost for Full Autobooks including Accounting and Reporting
What is $9.99 a month