Set up invoicing jobs with custom items, customer list, terms, tax, etc and schedule them to run periodically.
Model any item using the pi.com model engine and force it to conform to QBO's quantity x price format.
Pre-job-run checklist ensuring that all pertinent batch parameters are correct. Tests customer list, items list, dates, etc.
Re-runs failed invoice records automatically and logs records that fail to run after n tries. Provides run-time alerting and manual override.
Allows company customers to create their own accounts. They can view all transactions and make payments using a credit card.
Provides a rich reporting tool to provide timely reports of job runs, customer payments, customer balances, etc.
Batch invoicing always produces significant labor cost savings. And the more invoices you create monthly the greater the savings.
Human data entry produces errors regardless of training, experience and data validation tools. Even the simplest error costs time and money.
The list management tools in PI.com allow the run manager to simulate and test the run at each stage of the run.
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.
Batching the invoices with email payment links is proven to increase cash flows. Link to Intuit or PI.com and make more money, faster.
Giving customers a PI.com account improves the customer experience. Paying from the customer account reduces customer service.
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.
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).
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.