Streamline Your Payments, Invoices and Bookkeeping
Getting paid shouldn’t require extra apps, complicated setups, or moving money from platform to platform. With Autobooks, PSB Bank business customers can send professional invoices, accept digital payments, and track activity in the same place they already manage their accounts—online and mobile banking. Customers can pay by major credit card, debit card, or ACH bank transfer, and payments can be deposited directly into your business checking account (often within two business days)—helping you improve cash flow and cut down on admin time.
If you’re already enrolled in PSB Bank online or mobile banking, look for Autobooks tools like invoicing and payment acceptance to get started. Prefer a walkthrough? Contact PSB Bank and we’ll help you take the next step.
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Send Professional Invoices That Help You Get Paid Faster
Create clean, professional invoices in minutes—without templates, printing, or manual follow‑ups. Autobooks invoices let you add your business branding (logo and colors) and include your financial institution’s logo for added credibility. You can also set up recurring invoices for repeat customers and keep a clear view of what’s paid, what’s due, and what’s past due. When you need more control over collections, you can apply late fees to past‑due invoices as part of your workflow.
Give Customers More Ways to Pay (Without Sending Funds to a Payment App)
Autobooks makes it easier for customers to pay you online using most major credit cards, debit card, or ACH electronic bank transfer. Once a payment is completed, funds go directly into your business checking account, so you don’t have to move money from an external wallet or payment app before you can use it. That means fewer steps, clearer tracking, and better day‑to‑day cash flow visibility.
Share a Secure Payment Link (Your Unique Online Payment Form)
Need a “pay now” option you can text, email, or place on your website? When you enroll, you receive a unique URL that opens a secure payment form. You can share that link through SMS, email, social profiles, or a web page—making it easy for customers to pay you without waiting for an invoice. You’ll also have access to a detailed payment history you can filter, review, and export when needed. For nonprofits and churches, the payment language can be adjusted so it feels natural for donations or contributions.
Create Checkout Pages for Items, Packages, Deposits, Dues, or Events
If you sell a service, collect deposits, or need simple online payment options for an event, Autobooks helps you set up Checkout Pages so customers can pay with a few clicks. You can offer single items, quantity purchases, or package-style options with additional descriptions—useful for booking fees, registrations, class sign‑ups, dues, or fundraising. Checkout Pages also allow you to collect required customer information (like a mailing address) during checkout, and payments are deposited directly to your organization’s account—not held in a third‑party app.
Take Payments In Person or Over the Phone (Using Your Payment Form)
When you need to accept a payment on the spot, Autobooks can function like a simple in‑app terminal—access your payment form in online or mobile banking and enter the payment details. There’s also a standalone mobile app option available for Apple or Android for added convenience when you’re away from your desk. Processing costs are designed to be straightforward and comparable to popular payment apps—without hidden surprises
Make It Even Easier with QR Code Payments
Autobooks provides a reusable QR code you can download, store on your device, print, or display where customers can easily scan and pay. This can be especially helpful at busy events like farmers markets, fundraisers, or community gatherings where speed matters. You can also add your QR code to paper invoices or PDF invoices—so customers can pay quickly whether the invoice is printed or sent digitally.
Add Simple Accounting & Reporting When You’re Ready
For businesses that want more than payments and invoicing, Autobooks also offers an Accounting & Reporting add‑on designed for simplicity. Instead of relying on spreadsheets or manual tracking, you can keep business records connected to day‑to‑day activity inside online banking. Autobooks can help automate reporting as you get paid or pay bills, with key views like profit and loss and balance sheet reporting. You can also track cash flow alongside upcoming, due, and past‑due payments.
Autobooks FAQs
What is Autobooks?
Autobooks is an invoicing and payment solution available within PSB Bank online and mobile banking that helps businesses send invoices, accept payments, and track activity in one place.
How can customers pay on Autobooks invoice?
Customers can pay online using major credit cards, debit card, or ACH bank transfer.
Where do payments go after a customer pays?
Payments are deposited directly into your business checking account (often within two business days).
Can I accept payments without sending an invoice?
Yes—Autobooks can provide a secure payment link (unique URL) you can share by text, email, or on a web page.
Can non-profit organizations user Autobooks?
Yes—payment language can be adjusted to support donation or contribution wording.