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Bank of Clarkson

Autobooks

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

The following types of businesses are great fits for Autobooks:

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

Benefits for small businesses

  • You can create single or recurring invoices inside of Autobooks. And your customers can choose recurring payments automatically with the click of a button.
  • Easily keep track of all invoices and all payments processed with Autobooks.
  • Share your payment link or QR code with your customers anywhere you interact with them – social media, your website, even on printed materials.
  • You can collect payments from your customers in-app, online or over the phone.
  • Customers can make payments with their credit cards, debit cards or even using their bank account.
  • Autobooks can be available inside your existing online banking account, which means you can access payment tools whenever you log in.
  • Your customer’s data is protected through a secure payment process – giving both you and your customers peace of mind.

How it works

  • If you are interested in the Autobooks application and would like it added inside your Bank of Clarkson online banking site or BOC Go mobile app, please contact the branch. Once the application has been enabled on your account, just click “Accept a payment” or “Send an invoice” from the dashboard to get started (or choose Autobooks from the main navigation).
  • Send an invoice from anywhere, mobile or desktop. Just fill out the basic fields on your invoice inside online or mobile banking, then click send. Or take a customer payment on the spot – just enter the payment details into your unique Payment Form inside online or mobile banking.
  • Once you’re enrolled in Autobooks, you can always add on accounting functionality for an additional monthly fee. Inside the Autobooks screen, select “Reporting/Accounting,” then click “Activate Autobooks.” (Remember, these tools are optional – you can continue to rely on Autobooks digital invoicing and payment acceptance either way.)

Frequently Asked Questions

What is Autobooks?

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