You did the work. You sent the invoice. Now you wait.
For many business owners, getting paid takes more time and energy than it should, especially when checks are mailed, invoices get lost, or follow-ups become routine.
Autobooks was designed to help remove those roadblocks.
Why Getting Paid Feels So Complicated
Late payments usually aren’t personal. They happen because:
- Invoices arrive late or get misplaced
- Customers forget to mail checks
- Payment instructions aren’t clear
- Everything depends on paper and postage
Autobooks helps by making it easier for customers to pay as soon as they receive the invoice.
How Autobooks Makes Payments Easier
When you send an invoice through Autobooks:
- It arrives instantly by email
- Customers can view it on their phone or computer
- They can pay online using a card or a bank account
- The money goes directly into your Heritage Bank account
No printing. No stamps. No waiting for the mail.
What This Means for Cash Flow
When customers can pay quickly and easily, invoices tend to get paid faster. That can help you:
- Improve cash flow
- Reduce time spent following up
- Cut down on paper and postage costs
- Spend more time running your business
Autobooks isn’t about changing your business. It’s about making the back‑end a little less stressful.

A Step Toward Modernizing, At Your Pace
Many Heritage Bank customers start with just one change: emailing invoices instead of mailing them.
That’s it.
From there, you can decide if you want to accept card payments, use payment links, or explore additional tools. And if you ever have questions, Lisa Martins, Treasury Operations Specialist, is here to help, not sell.
Frequently Asked Questions
No. It’s an optional tool available to Heritage Bank business customers.
There are transaction fees for card or ACH payments. Lisa can explain these in plain language and help you decide what makes sense.
Most customers find sending invoices very easy. Set-up help is available
Lisa Martins at Heritage Bank is your main point of contact. Reach her at 320-214-5526 or [email protected].







