Autobooks
Autobooks
Online payments and reporting made simple.
Southern First is proud to partner with Autobooks and offer easy-to-use digital payment and accounting services to our business clients directly within Business Online Banking.1
![Top-down view of a person sitting cross-legged on a white comforter while browsing their phone and eating orange slices with a book open and a tray with a hot cup of tea in front of them.](/images/default-source/default-album/autobooks.jpg?sfvrsn=edf0b927_3)
![Screenshot of invoices in Autobooks.](/images/default-source/default-album/autobooks_report.png?sfvrsn=22d94a5d_24)
Send Invoices:
- Create & send digital invoices that are customized with your business logo and information
- Allow your customers to easily pay online with credit card, debit card, or electronic bank transfer
- Get paid directly into your bank account - no need to transfer your money from a third-party app
- Always know exactly who's paid and who's due
- Set up recurring invoices so you can automate your invoicing process
Accept Payments:
- Accept payments directly within Business Online Banking
- Share your secure payment form link on invoices, via text, email, your website, or social media
- Accept payments via credit card, debit card, or electronic bank transfer
- Customize your payment form with your business logo and colors
![Someone holding a credit card while submitting an online payment on their laptop.](/images/default-source/default-album/autobooks_payments.png?sfvrsn=578effc6_4)
![Image of person looking at reports on a laptop screen.](/images/default-source/default-album/autobooks_reporting.png?sfvrsn=8fed9a5f_4)
Accounting & Reporting:
- View all your transactions in one place
- Link your external accounts for a holistic view of your finances
- Automate tedious bookkeeping tasks
- Customize revenue and expense categories
- Generate a variety of financial reports
See How it Works: Send Yourself an Invoice
See how easy it is to receive an invoice and make a payment with Autobooks. Send yourself a test invoice now!2
Want to see the quickest ways to use Autobooks? Schedule a meeting with an Autobooks representative below.
Questions? Call us at 877-679-9646 or click here to find your banker.
1 Must have a Southern First business checking account and be enrolled in Business Online Banking to use Autobooks.
2 The content above may direct users to a third-party website. Our privacy and security policies do not apply to sites not controlled by Southern First. Please refer to our External Link Policy for more information.