The Callaway Bank Digital Banking Guide Business

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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.

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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 152. 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