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.
You can drill in to any customer's Company Name within the lists (click here to jump to our tour of individual records).
Let's take a look at each section in the Progress Center:
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!
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
- CC Application Status - the status of the customer's credit card 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")
- 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)
- First payment date - the date/time that the first payment was initiated.
- Initial Payment Amount - the dollar amount of the first payment transaction that was accepted by your customer.
- Onboard Date - the date the customer performed their enrollment setup
- 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.
Viewing a customer's Company record
You can drill into any Company Name within the Progress Center to see more detail about that customer's Autobooks journey. To access more detail:
- Click the Company Name. NOTE: There will be no link to click if the customer has not yet accepted Autobooks' terms and conditions.
- The first two sections of information that appear are Status and Contacts.
- Status - lists all of milestones that have occurred within the customer's Autobooks progress including date terms were accepted, when the customer's data was submitted for payment enablement approval, when the application was approved, and when the customer processed their first payment.
- Contacts - lists all contacts Autobooks has for that business record. The contact email and phone numbers will be listed, including their user roles.
The next two sections that appear are Basic Info and Processing Limits.
- Basic Info - lists the SMB ID, Company Name, Business Structure, NAICS code, Zip code, and what Autobooks' plan the customer is currently enrolled in (full or free).
- Processing Limits - lists the processing limits for credit card and ACH transactions.
- Credit Card Single Transaction Limit (Review) - this limit indicates the dollar threshold in which a customer's payment will be held for review. For example, if the limit indicates $3,000 Autobooks will hold and review any payments exceeding that amount.
- Credit Card Single Transaction Limit - this limit indicates the maximum dollar amount the customer can process through Autobooks in a single transaction.
- ACH Single Transaction Amount - this limit indicates the maximum dollar amount a customer can process in a single transaction via ACH.
- ACH Single Day Transaction Amount - this limit indicates the maximum dollar amount a customer can process in a single DAY via ACH.
- ACH Single Day Transaction Count - this limit indicates the maximum number of ACH transactions the customer can accept in a single day.
- The last two sections of information are Payment Sources and Payment Table.
- Payment Sources - this list will show the number of payments taken through each Autobooks payment tool and the total dollar amount of those transactions.
- Payment Table - this table breaks down each payment taken by the customer and its attributes.
