4 ms·

@wdaher does Pilot help with invoicing? e.g. preparing and sending invoices, reconciling, etc?

• wdaher 9y ago
  Yes to reconciling, generally no to preparing/sending invoices, but it depends. (The Pilot Plus tier basically is "Let's talk to you and really understand your needs and put together a custom quote that makes sense given the work you want.") Generally speaking we like to take on the work of the "monthly close" — i.e. making sure the books reflect what happened in your business the previous month, and we're less keen on doing stuff like following up with your customers who haven't paid, both because (1) that's something you probably want to have happen more than once a month, and (2) there's actually a lot of on-the-ground knowledge that you or the sales rep have that we may not have.
  • fma 9y ago
    I see that pilot includes Quickbooks essentials. Wouldn't pilot just reference their customers to use quickbooks to handle the invoicing? And maybe some hand holding if needed...but otherwise it's DIY?
    • wdaher 9y ago
      Yep, we generally point people at QuickBooks invoices or bill.com, but we have them do the inputting/sending of the invoices via one of those services.