How to submit payments through Autobooks

 

Create and email invoice to customer:

  • When you create an invoice, it will be emailed to the email address you have on file for that customer
  • They will then receive an email saying that they've received an invoice from you, and to click to show it/remit payment
  • Once they've clicked, they will be taken to that invoice, where they can then go and click the green [Pay Now] button to pay that invoice online
    • They can pay either by using a credit or debit card or entering in their bank account information.

 

Customer in-person/over-the-phone payment:

  • If you are with the customer (or talking to the over the phone) when they would like to pay, you can create the invoice as normal
  • When it has been created, you can go back to the 'All Invoices' page (Cash In > Invoices) and click on the invoice number for that invoice
  • That will take you to the invoice detail page, where you can then click on the light blue [View Invoice] button to pull up the actual invoice itself
    • This is the same page that your customer would see when clicking on the link from their email
  • Once you're on this page, you can click the green [Pay Now] button to bring up the payment window
    • From here, have your customer follow the same step-by-step process to submit a payment
  • After this payment has been submitted, they will receive a payment confirmation email to the email address on file for their customer account
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