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.
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 job.
You create and edit lists in PI.com. The software keeps track of changes and keeps revision history for each list type.
Batching the invoices with email payment links is proven to increase cash flows. Link to Intuit or PI.com and make more money, faster.
Utilizing a list-driven software like PI.com ensures consistent, error-free batch performance every time you invoice!
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). In time you can evolve to our System Generated methods!