Dieterich Bank Online Mobile Banking Business User Guide

118

Autobooks Send a Recurring Invoice

Create and send recurring invoices in minutes. Your customers can pay you with their debit card, credit card or an electronic bank transfer. Payments are deposited directly into your Jefferson account in two business days.

1

13a

13b

2

4

5

3

Click the Invoicing tab. 1. Click the + New recurring invoice button. 2. Select a customer or create a new one. For more information about creating a customer, go to page 142. 3. Use the drop-down to select a frequency and enter the corresponding information. 4. Enter a start date. 5. Select a number of days between the send date of the invoice until the invoice is due.

Autobooks: Send a Recurring Invoice