AutoBooks, included with your PrimeWay Business Account, simplifies invoicing, payments and financial management for small businesses.
Its intuitive dashboard provides real-time cash flow updates, incoming payments, overdue invoices and vendor bill tracking.
With tools for managing invoices, creating estimates and accepting payments via secure links, AutoBooks streamlines financial tasks, keeping you organized and focused on growth.
Comprehensive Dashboard
Monitor your business health with real-time metrics, payment tracking and automated alerts. Stay informed about upcoming deposits, overdue invoices and vendor payments - all in one place.
Dashboard
Incoming Payments: Provides an overview of anticipated deposits based on detected payments, expected within two business days.
Due & Past Due Invoices: Summarizes invoices awaiting payment, categorized by whether the due date has passed.
Vendor Payments: Tracks bill payments, categorized by scheduled, due and past due, when leveraging AutoBooks' bill pay features.
Feed: Presents quick access to shareable payment forms, monthly invoice summaries, overdue invoice alerts and a running journal of paid invoices with clickable links for detailed views.
Customer Payment Totals: Displays month-to-date and year-to-date payment summaries processed through the AutoBooks system.
Total Cash: Offers a real-time view of the cash position across all connected accounts.
Invoicing
Invoice Management: This section allows users to create new invoices and manage existing ones throughout their lifecycle.
Estimate Creation: Users can initiate the invoicing process by first creating estimates.
Customer Management: Tools for managing and maintaining a customer list are provided.
Payment Journal: A dedicated space for tracking payment history and details.
Product & Service Management: Add and maintain a list of offered products and services.
Invoice Settings: Customize invoice appearance with logos and color schemes, manage automatic payment reminders and set late fees.
Payment Form
Direct Payments: Enables users to accept payments directly within the application.
Secure Payment Links: Generate shareable links for clients to make payments at their convenience.
Financial Management
Bill Pay: Facilitates bill payment through connected financial institutions (feature requires activation).
Accounting Integration (Upgrade):Automated Transaction Categorization: Leverages rules to categorize transactions as they post to the account.
Accounting Ledger: Provides a categorized view of transactions within the accounting ledger.
Real-Time Reporting: Offers access to real-time profit and loss statements directly within the user's financial institution account.