Moody Business Online Banking User Guide

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Autobooks

Autobooks allows you to create and send invoices, as well as accept online payments directly into your Moody Bank checking account and automate bookkeeping tasks through Moody Bank’s digital banking platform. Overview

1. To access your invoices and create new ones, from the Dashboard, click the Send an Invoice button. Autobooks: • Replaces multiple cashflow management tools with an all-in-one solution • Delivers consumer payments directly into your existing accounts • Offers basic accounting and reporting functionality for added convenience • Accelerates payments through custom invoices and reminder automation • The first time you access Autobooks, you will need to accept the terms and conditions and create an Autobooks account. 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I

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Autobooks: Overview