If you’ve ever run a small business, you know how challenging it can be to handle the “office side” of the operation when most of your time is dedicated to delivering a quality product or service to your customers.
Invoicing and payment processing are easier to put on the back burner when compared to more pressing issues such as visiting job sites and returning phone calls. The trouble with this equation is that to keep your business running, you have to get paid and you have to pay your employees.
And without an efficient system in place to do both, the crucial pieces of running a business can quickly devolve into a game of catch up.
At Honor Credit Union, we want our business partners to be able to focus on their passion, which is why we teamed up with Autobooks to offer a solution to the common problems of small business accounting. Autobooks is a complete set of financial tools located inside of our members’ online business banking platform.
The software offers invoicing, payment processing, and reporting features all in one place – making it simple and easy to use without the need for additional software.
With Autobooks, our members can:
- Create professional invoices (electronically or physically) in seconds, including recurring invoices
- Accept payment by credit card, debit card, ACH transfer, and mailed in check
- Keep track of which customer has paid, and how much (including partial payments)
- Generate reports like balance sheets, income statements, and customer aging reports
“For many small businesses, tracking invoices and reconciling the books can be a labor-intensive task,” says Honor Credit Union’s Vice President of Business Services, Scott DeFries. “Autobooks helps automate that process for our members and allows them to focus on serving their customers and growing their company.”
Small business made simple. Providing yet another reason why you should Come Be Part of It.