Autobooks Customer Support Center

Getting started with Autobooks

• Are you still spending time stitching a dozen systems together, just so customers can pay electronically?

Dashboard

• Changing Your Payment Form Language: Payment/Donation/Contribution

Invoicing & Receivables

• AutoPay - Get Paid on Schedule
• Create and Send a Recurring Invoice
• Why don't I receive past due/ delinquent invoice email notifications ?
• Payments
• Create a New Estimate
• How to View and Manage your Business' Invoices

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Pay Bills

• Create a check
• Vendors
• New vendor invoice/credit
• Vendor Invoices

Accounting

• Transaction History
• Overview of the Accounting page
• Accounting - Accounts & Transactions – Transactions
• Accounting - Accounts & Transactions – Match
• How do I import my data from QuickBooks?
• How to Enter in a Budget

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Reports

• Reports - Fee Details

Settings

• Instant Payment - Get Paid in Seconds
• Get Paid - How to Add Additional Administrators
• Settings - Profile
• Settings - Company
• Settings - Administrator Profiles

FAQs

• Contact Support or Use the Help Guide
• How do I turn off Autopay?
• ACH Returns and Customer Disputes (Chargebacks)
• How do I add an attachment to an invoice?
• How do I print an invoice?
• How do I see which payments are included in a deposit?

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