Q: What is Invoicing & Payments powered by Autobooks?

A: Autobooks is a tool for business online banking members that allows you to send invoices, accept payments, and keep track of customers from inside business online and business mobile banking.

 


Q: Who is Invoicing & Payments powered by Autobooks for?

A: Business members must have a business checking account and access to business online or mobile banking to enroll in Autobooks.

The following types of businesses are a great fit for Autobooks:

  • Any business that sends a bill/invoice for its product or service
  • Service based businesses
  • Non-profits seeking to collect donations online

 


Q: What are the benefits to using Autobooks?

A: Autobooks is a complete set of financial tools inside of BayPort's business online & mobile banking. Run your business from one place, without the need to pay for other software. Work smart and have more time to do what you love.


With Autobooks, you can:

  • Create professional invoices electronically or physically in seconds.
  • Accept payment by credit card, debit card, ACH transfer, and mailed in check, all directly on the invoices you send.
  • Keep track of which customer has paid, and how much.
  • Generate reports like balance sheets, income statements, and customer aging reports at the click of a button.

 


Q: Can I get help getting started?

A: Absolutely! BayPort and The Autobooks team is here to help. You can:

  • Book a free one on one session using the booking tool within the Autobooks information page
  • Contact the Autobooks team at support@autobooks.co
  • Call between 9am and 6pm Eastern time at 866.617.3122
  • Visit your local BayPort Branch or call (757) 928-8850

 


Q: How do I sign up to try it?

A: You can enroll inside of business online & mobile banking or alternatively you can book a meeting with Autobooks on the Autobooks informational page. You can also contact the Autobooks team at support@autobooks.co.



Q: Do I have to download any software to use Invoicing & Payments powered by Autobooks?

A: No downloads of any kind are required. Autobooks lives completely inside of business online & mobile banking.

 


Q: How is this different from QuickBooks?

A: Autobooks is built directly into business online & mobile banking, so you don’t need multiple logins.

Additionally, Autobooks is designed with small business owners in mind, not accountants, so it’s streamlined to focus on receivables, payables, and cashflow, while providing a fully functional accounting tool in the background.

 


Q: I already have QuickBooks. Why should I consider switching to Invoicing & Payments powered by Autobooks?

A: Autobooks is an equally powerful business accounting system that keeps everything securely in one place: inside your current online business account. Our features are the right size for small business.

 


Q: Can Invoicing & Payments powered by Autobooks replace QuickBooks?

A: Yes, it can. Autobooks is a simple way to keep your business accounting organized. Autobooks is built for business owners, not accountants, and The Autobooks team will be more than happy to help you import your QuickBooks data so you can see the difference for yourself…and no, they do not charge extra for this service.

That said, some businesses choose to add Autobooks on top of their existing systems, and simply utilize Autobooks for its invoicing and payments functionality.

 


Q. Where can I learn more?

A: You can visit the Autobooks information page for more information or to book time with an Autobooks Specialist.*

*Alternatively, feel free to email the Autobooks team any time at support@autobooks.co or call them between 9am and 6pm Eastern time at 866.617.3122



Q: What are the fees for Invoicing & Payments powered by Autobooks?

A: Invoicing & Payments powered by Autobooks is free for BayPort's business online and mobile banking members. 

 


Q: When will cards and ACH items settle into my business account?

A: Settlement for payments with cards range from 1-3 business days into DDA. ACH items are settled within 1-2 business days. 



Q: Can I import the payment information from Autobooks into QuickBooks®?

A: Yes, there is an import feature to upload information from payments or an import feature for payees and accounting* 

(*$9.99 subscription required for accounting & bookkeeping features)

 


Q: Can I choose the type of card they will allow for payments? 

A: No, currently Autobooks does not allow for this optionality of which card to use, but all card transactions are charged a 3.49% flat fee no matter what card is used.



Q: Can I use Invoicing & Payments powered by Autobooks internationally?

A: No, currently Autobooks is not available for business online banking members outside of the US. 

 


Q: Can I contact Autobooks directly for help?

A: Yes, Autobooks allows the business member to connect with live support within the Autobooks platform. Email the Autobooks team any time at support@autobooks.co or call them between 9am and 6pm Eastern time at 866.617.3122.*

*Representatives are available from 9am-6pm, Monday through Friday.