Skip to Content
Blog · Custom Integrations
Solution Showcase

Rubi Pay for Q360

Automates accounts receivable (AR) and integrates payment processing with Q360.
View product documentation
January 28, 2025 by
Rubi Pay for Q360
Rubi Works LLC, Luka Bajic

Q360 is great at sales. It's not an AR automation platform.

Solutions360's Q360 is the ERP that system integrators live in — project management, inventory, service tickets, CRM. It's exceptional at everything that happens before the invoice goes out. What it's not exceptional at is everything that happens after: chasing payments, reconciling card-on-file, handling customer self-service, automating the dunning emails that nobody wants to write.

Most Q360 shops we work with end up doing AR manually — exporting an aging report to Excel, writing follow-up emails by hand, taking credit card payments over the phone, and re-keying the same payment data into both the gateway and Q360. It works. It also consumes 8-15 hours a week of AR staff time per billing cycle.

Where it hurts

Manual AR on Q360 means slower cash collection, more keying errors, and a customer experience that feels like 2005. Your sales team closed the deal in a modern CRM — why is the customer getting a PDF invoice in a plain-text email?

Rubi Pay for Q360 — two editions, same goal.

Rubi Pay closes the AR gap on Q360 with two deployment options depending on how much automation you want and how ready your processes are for a full portal experience.

Automate the boring parts of AR. Keep Q360 as the source of truth. Let customers pay the way they already pay everyone else.
Rubi Works — Rubi Pay for Q360

Edition 1 — Portal (full AR automation).

The Portal edition connects Q360 to Invoiced, a dedicated AR automation platform Rubi has deep expertise with. Invoices sync from Q360 to Invoiced automatically. Customers get a branded payment portal where they can view open balances, pay online, set up auto-pay, download statements, and manage their account.

graph LR Q360[Q360 ERP] -->|Invoice sync| BRIDGE((Rubi Pay API)) BRIDGE -->|Invoice + customer| INV[Invoiced.com] INV --> PORTAL[Customer Portal] PORTAL -->|CC / ACH / Auto-pay| GW[Payment Gateway] GW -->|Payment| INV INV -->|Payment sync| BRIDGE BRIDGE -->|Post to AR| Q360 INV -.->|Dunning emails| CUST[Customer] INV -.->|Statements| CUST
Fig 01 · Portal edition — two-way sync between Q360 and Invoiced

What the Portal edition gives you:

  • Invoice + customer sync — new invoices in Q360 flow to Invoiced within minutes, with line-level detail and customer account mapping
  • Automated delivery — email or physical mail, configurable per customer
  • Multiple payment methods — credit card, ACH, wire, PayPal, auto-pay on file
  • Collections automation — dunning email sequences fire automatically based on aging buckets (30/60/90 days)
  • Customer self-service — customers view their open balances, pay invoices, download statements, update card on file without calling your office
  • Payment write-back to Q360 — once a payment clears, Rubi Pay posts it to the right invoice in Q360 so your AR aging is always accurate

Edition 2 — Links (embedded pay-links, simpler deployment).

Not every Q360 shop is ready for a full portal. Some just want their customers to be able to click a link and pay — no account creation, no portal login, no Invoiced subscription. The Links edition does exactly that.

Every Q360 invoice gets a secure payment link embedded in the PDF and the email. When a customer clicks, they land on a Cognito Forms–backed page wired to your Stripe account. They enter their card. The payment processes. The result writes back to Q360 via the API — same invoice, marked paid.

sequenceDiagram participant Q as Q360 participant PDF as Invoice PDF participant CUST as Customer participant CF as Cognito Form participant STRIPE as Stripe participant API as Rubi Pay Links Q->>PDF: Generate invoice PDF->>PDF: Embed pay link with token PDF->>CUST: Email / print CUST->>CF: Click link CF->>STRIPE: Submit card STRIPE-->>CF: Charge success CF->>API: Webhook with token API->>Q: POST payment to invoice
Fig 02 · Links edition — lightweight pay-now flow

Portal vs Links — which edition fits?

Portal edition Best for agencies with 200+ active AR customers, multi-invoice monthly billing, or repetitive collections workflows. Includes dunning automation and customer self-service. Monthly subscription to Invoiced + our integration fee.
Links edition Best for shops with smaller AR volume or one-off project billing. No portal, no login — just a payment button on every invoice. Only cost is your Stripe transaction fees + our setup.
Time to deploy Portal — 3 to 5 weeks depending on Invoiced config complexity.
Links — 1 week if your Stripe account is already set up.
Write-back to Q360 Both editions write payments back to the Q360 invoice automatically. Your AR aging report stays accurate without anyone re-keying a thing.
PCI scope Both editions use tokenized card capture (Stripe Elements or Invoiced's vault). Your Q360 database never sees a card number.

What Q360 shops typically save.

Agencies we've deployed Rubi Pay for typically see:

  • 30-50% faster payment cycles — customers paying within days instead of weeks because the pay button is one click away
  • 8-15 hours per week back on the AR team's calendar — no more manual dunning emails or phone-call payments
  • Fewer reconciliation errors — payments land in Q360 against the right invoice automatically, no transposed digits
  • Happier customers — self-service access to invoices, statements, and payment history without having to call your office
Real-world example

A 40-person AV integrator we worked with was running 8 hours a week on AR follow-up before Rubi Pay. After the Portal edition went live, that dropped to under 1 hour/week, and their average days-to-pay dropped from 38 to 19.

Frequently asked questions.

Do we need an Invoiced subscription?

Only for the Portal edition. The Links edition uses Cognito Forms + Stripe and doesn't require Invoiced at all.

Can we start with Links and upgrade later?

Yes — many shops do exactly that. Links gives you the immediate pay-now functionality; once you see the value, we migrate you to the full Portal edition when AR volume or team size justifies it.

What about partial payments?

Both editions support partial payments. Customer can pay a portion of the invoice and the remaining balance stays in Q360's AR. Great for project milestones or "pay this much today, the rest next month" situations.

Is ACH supported?

Portal edition: yes, via Invoiced's ACH rails. Links edition: ACH depends on your Stripe account configuration — if Stripe ACH is enabled for your account, we can wire it into the Cognito form.

Let's put this to work for your team.

Book a 30-minute call. We'll walk through your current stack and show you exactly how we'd approach your situation.