Navigating the Progress Center

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: Missing Info, Approved, and Activated.  Let's take a look at each section:

Missing Info

The Missing Info 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.

Most 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 here on the Missing Info tab!

Any customers that are missing information to complete their enablement will appear in your list. The list will display the following for each customer:

  • External ID - this is the customer ID that is part of the bank's core data
  • SMB ID - this is Autobooks' unique customer identifier
  • SMB Name - this is the business name (not the customer name)
  • Enrollment 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")
  • 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:

  • External ID - this is the customer ID that is part of the bank's core data
  • SMB ID - this is Autobooks' unique customer identifier
  • SMB Name - this is the business name (not the customer name)
  • Onboard Date - the date the customer was approved to accept digital payments
  • 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")
  • Velocity Limit - this is the max dollar amount a customer can accept in one payment transaction. 

If the customer wishes to increase this 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 SMB 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:

  • External ID - this is the customer ID that is part of the bank's core data
  • SMB ID - this is Autobooks' unique customer identifier
  • SMB Name - this is the business name (not the customer name)
  • Enrollment Date - the date the customer performed their enrollment setup
  • Activation Date - the date the customer received the most recent digital payment through Autobooks
  • First Payment Amount - the amount of the payment received