Invoiced is the right platform. Getting data in and out of it is where we come in.
Invoiced is an outstanding AR automation platform — branded customer portal, dunning automation, payment rails, subscription billing. The value is unambiguous: faster collections, less manual work, a customer experience that feels modern.
But no AR platform exists in a vacuum. Customers live in a CRM. Invoices originate in an ERP. Contracts are signed in DocuSign. Documents get archived in SharePoint. Invoiced reaches its full potential when your existing stack feeds it the right data at the right time — and that's the integration layer most teams underestimate.
Most failed Invoiced rollouts don't fail because of Invoiced. They fail because the integration layer between the company's ERP/CRM and Invoiced was never built — so AR staff still end up copy-pasting invoices instead of watching the automation work.
What Rubi builds for Invoiced shops.
We're one of Invoiced's most-experienced implementation partners, with hundreds of millions of dollars of AR processed through integrations we've built. Every project falls into one of six patterns below — pick the ones that match your stack.
Invoiced is the engine. Rubi is the plumbing that makes it run inside your specific ERP, CRM, and document stack.
Service categories.
The common Invoiced integration pattern.
What makes Rubi-built Invoiced integrations different.
- Idempotent syncs — nothing double-posts if a webhook replays or a dry-run re-runs. Every project we've shipped has survived both planned and unplanned restart cycles without duplicate charges.
- Error visibility — when a sync fails, it's visible, diagnosable, and replayable from a self-service dashboard. No black-box pipelines.
- Reconciliation tooling — every integration ships with a reconciliation report so AR can verify that every invoice in the ERP exists in Invoiced and vice versa. No ghost records.
- Configurable rules, not hardcoded logic — customer mapping, invoice templates, payment application, and sync timing are all config, not code. Your team can change them without waiting on a developer.
- Real experience at scale — we've processed hundreds of millions of dollars of AR through our integrations, including edge cases nobody talks about in vendor demos (customer merges, partial payments, credit memo reversals, multi-currency conversions).
What a typical engagement looks like.
- Discovery. We map your existing ERP, CRM, and document management stack. We identify which Invoiced features you're turning on and in what order.
- Integration design. We pick which systems are source-of-truth for which records, define the sync rules, and sketch the error-handling and reconciliation plan.
- Build + stage. We develop the integration against your staging instances (ERP staging, CRM sandbox, Invoiced test account) and run dry-run syncs.
- Invoiced configuration. In parallel, we configure Invoiced itself — branded templates, dunning workflows, payment methods, customer portal setup.
- Soft launch. We enable the sync in "review-only" mode for 1-2 weeks so your team can spot-check before invoices actually go out.
- Full cutover. Flip to live. First month is high-touch; we're watching every sync and tuning as the real-world data surfaces edge cases.
- Ongoing operations. Many of our clients keep us on retainer for new ERP releases, Invoiced feature adoption, and reconciliation support.
Frequently asked questions.
Yes. We've built Invoiced integrations with Odoo, custom ERPs, Microsoft Access databases, and even legacy AS/400 systems. If the source system has any export or API mechanism, we can wire it to Invoiced.
Small (single ERP, ~5k customers, single invoice template): 4-6 weeks. Mid-size (multi-currency, 20k+ customers, custom dunning): 8-12 weeks. Enterprise (multi-entity, complex billing rules, document management): 3-5 months.
Both. Invoiced has excellent native connectors for QuickBooks, Xero, and a few others. Where they work, we use them. Where they don't (or where you need custom rules), we build purpose-fit integrations using their API.
Yes — we have reference clients in home care, AV integration, B2B services, and SaaS who are happy to share their experience. Book a meeting and we'll arrange an intro.