The Autobooks Hub gives you the ability to help your customers be successful Autobooks users. The Progress Center houses valuable tools to track customer progress in payment enablement approvals and, once enabled, payments accepted.
There are three main areas of data within the Progress Center: Incomplete Applications, Approved, and Activated. Let's take a look at each section:
Incomplete applications
The Incomplete applications section is where you can actively assist in your customer's payment enablement. Autobooks is responsible to underwrite each small business applicant and approve them to accept payments digitally. In addition, Autobooks manages all fraud and chargeback disputes ongoing.
Many customers are automatically payment enabled upon enrollment, but on occasion we are missing key data to complete our process. You can contribute any key data we're missing right!
Any customers that are missing information to complete their enablement will appear in your list. The list will display the following for each customer:
- SMB ID - this is Autobooks' unique customer identifier
- External ID - this is the customer ID that is part of the bank's core data
- Company Name - this is the business name (not the customer name)
- Onboard Date - the date/time the customer began their enrollment setup
- Subscription Type - indicates if the customer enrolled for our payment tools-only applications with no monthly fee ("Free") or our full application that charges a monthly subscription fee ("Full")
- Take Action - houses the Add Missing info button
To provide missing info on behalf of your customer, just click the Add missing info button within that row of your list. A message will pop-up onscreen with the questions that are outstanding. Just answer all the questions you can, then click Submit.
If you're able to answer all outstanding questions, Autobooks will run an automated underwriting process and the customer will be payment enabled in minutes. If not all questions are answered, the customer will continue to appear in this list until that information is obtained.
Approved
The Approved section of the Progress Center displays all of your customers that have been payment enabled (approved to take a digital payment).
This list provides opportunity for customer outreach to cross sell and encourage the customer to take a payment using Autobooks.
The list will display the following for each customer:
- SMB ID - this is Autobooks' unique customer identifier
- External ID - this is the customer ID that is part of the bank's core data
- Company Name - this is the business name (not the customer name)
- Onboard Date - the date the customer was approved to accept digital payments
- CC Application Status - the status of the customer's credit card payment application.
- ACH Application Status - the status of the customer's ACH payment application.
- Subscription Type - indicates if the customer enrolled for our payment tools-only applications with no monthly fee ("Free") or our full application that charges a monthly subscription fee ("Full")
- Credit card Limit - this is the max dollar amount a customer can accept in one payment transaction via credit card.
If the customer wishes to increase the credit card limit or you feel their limit should be higher, please submit a ticket within the Hub! Just go to the Get Help section, then complete a ticket.
Your ticket should contain the Company Name, and a description of the limit increase desired. Select the category of General inquiry, then click Save. An Autobooks representative will reach out to assist.
Activated
The Activated section of the Progress Center displays all customers that have accepted a payment using Autobooks.
This list also provides opportunity for customer outreach and to gather customer success stories to share with your sales and frontline staff (sharing success stories helps your staff remember to discuss Autobooks with customers that have similar needs).
The list will display the following for each customer:
- SMB ID - this is Autobooks' unique customer identifier
- External ID - this is the customer ID that is part of the bank's core data
- Company Name - this is the business name (not the customer name)
- Onboard Date - the date the customer performed their enrollment setup
- Subscription Type - indicates if the customer enrolled for our payment tools-only applications with no monthly fee ("Free") or our full application that charges a monthly subscription fee ("Full")
- Credit card Limit - this is the max dollar amount a customer can accept in one payment transaction via credit card.
- First Payment Amount - the dollar amount of the first payment transaction that was accepted by your customer.
- First payment date - the date/time that the first payment was initiated.