Autobooks for Small Businesses

Autobooks is a tool for business customers that allows you to send invoices, accept payments, and keep track of customers from within Online Banking.

Features

Send An Invoice

• Send single or recurring invoices
• Create and manage estimates
• Add and manage customers
• Track and manage all payments taken through digital invoices
• Add and manage products and services to track current pricing
• Customize invoice templates with business logo and branding
• Automated payment reminder emails and automated late fee setup available

Accept A Payment

• Accept payments directly inside of online banking
• Share a unique payment form link via email, text message, QR Code for scanning, embedded into social media pages, or into business websites
• Track and manage all payment form payments received
• Customize the payment form with a business logo and contact information

Self-Service Upgrade Option Available

• This upgraded service is optional and available to customers from within either of the payment processing tools. The features for this upgrade include:
  -   Automatic transaction categorization
  -   Financial reporting
  -   Advanced journal entry tool
  -   Budgeting tools
  -   Link third-party accounts to track expenses holistically
  -   QuickBooks import options

Helpful Resources

• Click here for Autobooks how-to videos
• Click here for Autobooks FAQs

Get Started Now

• Log in to Online Banking and self-enroll in minutes
• Talk to a Personal Banker at 877-647-5050
• Visit any MNB banking center to learn more about Autobooks for Small Businesses
• Schedule a meeting