Autobooks Frequently Asked Questions (FAQs)
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 Business Express Online Banking.
Who is Autobooks for?
Businesses must have a business checking account at PNB and access to Business Express Online Banking to set up Autobooks. The following types of businesses are a great fit:
- Any business that sends a bill/invoice for its product or service
- Service based businesses
- Non-profits seeking to collect donations online
What is Send an Invoice?
Send an Invoice is a feature that allows you to send an invoice to a customer and collect payment electronically (credit card, debit card, ACH) for that invoice.
What is Accept a Payment?
Accept a Payment is a feature that provides you with a unique payment link. This payment link leads to a payment form (displayed in a secure web browser). Your customers (or donors, if you have a nonprofit organization) complete the form to send you a payment (or donation) electronically. This feature is perfect for those businesses that need a flexible way to accept payments from customers yet don’t create invoices.
What are the benefits of using the Send an Invoice feature?
With this feature, you can:
- Create professional, custom invoices and send them electronically or physically to your customers in seconds.
- Accept payments by credit card, debit card or bank transfer directly to your bank account.
- Keep track of which customer has paid you and how much.
What are the benefits of using the Accept a Payment feature?
With this feature, you can:
- Share your custom payment link everywhere you communicate with customers: via text message, email, on your business website and social media.
- Accept payment by credit card, debit card or ACH directly to your bank account.
- Keep track of which customer has paid you and how much.
Do I have to download any software to use either the Accept a Payment or Send an Invoice feature?
No. The features are already available to your admin inside of your Business Express Online Banking.
When can I set up and process transactions?
You can complete your enrollment and process transactions 24x7x365.
What if I have a question about my limit or need assistance with an invoice?
Support is available Monday-Friday 9:00 A.M. – 6:00 P.M. Eastern
Ph. 866-617-3122 (quickest response)
Email: [email protected]