The Callaway Bank Digital 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 The Callaway Bank account in two business days.

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Click the Invoicing tab. 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 165. 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 173. 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