The Callaway Bank Digital Banking Guide

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Autobooks Overview

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

To access autobooks, in the View Accounts tab click the Invoice button. When you first access autobooks you will need to enter additional information about your business.

Autobooks: Overview