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

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

Business customers must have a business checking account and access to business online banking to enroll in Autobooks. 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
  • Non-profits seeking to collect donations online  

Autobooks is a complete set of financial tools inside of online 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.

Yes! Autobooks has partnered with Bank of Clarkson to bring business customers the best invoicing and accounting platform available on the market. Autobooks exceeds industry standard security to protect customer information.

No downloads of any kind are required. Autobooks lives completely inside of online banking.

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, click “Accept a payment” or “Send an invoice” from the dashboard to get started (or choose Autobooks from the main navigation).

When you accept a card not present payment, you will incur a 3.49% transaction fee. This fee is competitive when compared to online card-not-present solutions offered in market. For ACH-based payments, you will incur a 1% transaction fee. This fee is competitive when compared to online ACH payment solutions offered in market.

The optional accounting functionality add-on is $9.99 per month. There is no commitment — you can cancel at any time.

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