Southside Bank Corporate Online Banking Guide

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Autobooks Send an Invoice

Create and send 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 Southside account in two business days.

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1. Click the + New invoice button. 2. Select a customer or create a new one. For more information about creating a customer, go to page 197. 3. Enter a due date. 4. Select a product or service or create a new one. For more information about creating a product or service, go to page 205. 5. Enter a quantity and a price. (The amount field will automatically populate.) 6. (Optional) Enter a description. 7. (Optional) Check the box to apply sales tax.

Autobooks: Send an Invoice