Dieterich Bank Online Mobile Banking Business User Guide

142

Autobooks Add a Customer

In order to send an invoice through Autobooks, you will first need to create a customer for that invoice to go to. 1

2

3

4

5

6

7

8

Click the Invoicing tab. 1. Click the Customers tab. 2. Click the + New customer button. 3. Select company or individual. 4. Enter either the company name or their first and last name. 5. (Optional) Enter an email address and phone number. Invoices are automatically sent out via email. If you would like an invoice to be sent when it’s created, the customer must have an email address on file. 6. (Optional) Enter an address.

Autobooks: Add a Customer 7. (Optional) Enter a note. 8. Click the Save button.