Perpetual Invoice Features

PI.com provides unique invoicing features not available on QBO.

  • Recurring Jobs

    Set up invoicing jobs with custom items, customer list, terms, tax, etc and schedule them to run periodically.

  • Custom Item Modeling

    Model any item using the pi.com model engine and force it to conform to QBO's quantity x price format.

  • Pre-Job Wizard

    Pre-job-run checklist ensuring that all pertinent batch parameters are correct. Tests customer list, items list, dates, etc.

  • Auto-Error Run

    Re-runs failed invoice records automatically and logs records that fail to run after n tries. Provides run-time alerting and manual override.

  • Customer Accounts

    Allows company customers to create their own accounts. They can view all transactions and make payments using a credit card.

  • Job Reporting

    Provides a rich reporting tool to provide timely reports of job runs, customer payments, customer balances, etc.

Perpetual Invoice Benefits

PI.com provides cost savings and productivity benefits not possible on QBO.

  • Labor cost savings

    Batch invoicing always produces significant labor cost savings. And the more invoices you create monthly the greater the savings.

  • Reduced Data Errors

    Human data entry produces errors regardless of training, experience and data validation tools. Even the simplest error costs time and money.

  • Enhanced Job Staging

    The list management tools in PI.com allow the run manager to simulate and test the run at each stage of the run.

  • Better List Management

    You can create and edit lists in pi.com or rely on syncing to the QBO lists. In either case, the lists are readily available for review and editing.

  • Increased Cash Flow

    Batching the invoices with email payment links is proven to increase cash flows. Link to Intuit or PI.com and make more money, faster.

  • Improved Customer Service

    Giving customers a PI.com account improves the customer experience. Paying from the customer account reduces customer service.

GET STARTED

Register on the PI.com website to create your free account. Use our sample templates to create test invoices in the PI sandbox QBO account. Or login to your own QBO account.

What You Will Need?

  • An account on PI.com.
  • An account on QuickBooks Online (QBO).

Batch invoicing automation takes some preparation and experience to get the maximum benefit of this technique. After acquiring this expertise your company will easily create hundreds or thousands of invoices with a minimum of effort, time and expense. Our website offers extensive training and tools in getting started with batching.

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If you currently use spreadsheets to support your invoicing efforts you can re-use these with PI.com. Our mapping capability provides a flexible method of handling your deliverable items structures, conditions and limits. The Help system offers step-by-step instruction in adjusting PI.com to your data structure(s).

What We Deliver?

  • Free Sandbox evaluation.
  • Inline quality control checking before batch.
  • Automated batch invoices at 70 per minute.
  • Automated email delivery of invoices.

CONTACT SBA

We are here to help you and many times an email request or phone conversation conveys your questions and concerns quickly so we can get on the same wavelength.

OUR LOCATION

  Address: Lodi, California
 Phone: (209) 810-3048
 E-Mail: jim@spicer-baer.com
 Web: www.spicer-baer.com

Request more information about PerpetualInvoice

We understand you may have many questions about our system. Please use the form below to let us know to answer your questions. If you want us to call you, please provide your telephone number.