Autobooks
New Autobooks Look & Feel
Getting started with Autobooks
Dashboard
Invoicing & Receivables
- ★ How to create and send a new Invoice
- ★ How to create a recurring invoice
- ★ How to modify the look and feel of your Invoices (i.e. manage your Invoice Theme)
- ★ Overview of the Invoicing page
- How to manage Invoice settings: payment terms, late fees, grace periods, and automatic reminders
- How to manage and organize your Customer List
Accounting
- Overview of the Accounting page
- How do I view my account balances?
- How do I view my transaction history?
- How to manage accounting categories
- How to create a new accounting category in your Chart of Accounts (COA)
- How to manage accounting groups
Accept Payment
Video Tutorials
FAQs
- I just signed up for Autobooks; when can I start accepting online payments?
- I received an email that I was paid; where's my payment?
- Which version of Autobooks am I using?
- How to Credit An Invoice
- How long until a payment is in my account?
- Where is this specific feature in the new Autobooks look and feel?
Autobooks Previous Version Support Articles
Frequently Asked Questions (FAQs)
- Recategorize Coded Transactions
- How to submit payments through Autobooks
- How can I set up Auto Pay for my invoices?
- How do I apply a payment to an invoice?
- How do I add tax to an invoice?
- What is a Product/Service?
Dashboard
Contacts
Cash In
- Mark Invoice as Paid
- Recurring Invoicing
- Applying a Credit
- Mailed Customer Payments
- All Deposits
- All Invoices
Cash Out
See all 16 articlesTransactions
Reports
- Financial Reports - GL Detail Report
- Financial Reports - Vendor List Report
- Financial Reports - Accounting Categories Report
- Financial Reports - Fiscal Year Close Report
- Financial Reports - Transaction Details Report
- Financial Reports - Details by Reconciliation Item Report