Our amazing product and development teams have been putting on the white lab coats and cooking up some amazing new features.
To help you get more out of PI, we've opened up the door to the lab so you can start using Beta features immediately.
Ladies and gentlemen, welcome to Labs. (Click the button below to start enabling labs features. You must be logged in to your PI account to be taken there directly).
WHAT'S IN THE LAB RIGHT NOW?
Last Day of Month Recurring Invoices: If you prefer to bill your monthly services in arrears, this feature will make sure your invoices are raised in Xero or QuickBooks at the end of the month, So you don't have to worry about inconsistent billing dates (thanks, February).
Personalized Message Formatting: If you want to win more proposals this year, the personalized message is a must-use PI Feature. With this update, formatting the message is a breeze. Apply headers, bold, italics, and much more, at the click of a button.
Custom Recurring Invoice Day: This is a game-changer folks. This new feature allows you to select a different billing (and payment collection) day of the month for every single client. If you're having any cash flow concerns, this one's for you.
- Import clients from Xero or QuickBooks: Create proposals faster and prevent duplicate records. This feature allows you to select an existing Xero contact or QuickBooks customer when you create a new proposal.