Likelihood to Recommend Square Invoices is the best service that I have found for what it does: it's easy to use, nice to look at, and never seems to go to spam or be lost by clients. Clients mention that the setup is easier than services my competitors use. You can even attach your contract to the invoice, which is wonderful in case there are questions later on. Unfortunately, not being able to have clients alter quantities or select add-ons means for half of my services, I have to use a different, inferior service.
Read full review The invoice processing element is far, far easier than manually inputting invoices are we were doing previously. The OCR is not perfect, but having it scanned in and ready for review saves a lot of time. The approvals process is fast and effective, and approvers can approve directly from the email without having even to log into the system. The audit trail function allows the finance team to see exactly who has done what to each invoice, and when. Payments, however, are where we see the most benefit. Vendor bank details are stored securely and controls can be put in place to ensure that any changes to vendor data must be approved. Once fully approved, invoices can be scheduled for payment either on a particular date or on the invoice due date, which ensures vendors are paid on a 'Just In Time' basis. All invoices and payments sync seamlessly to our
ERP each day.
Read full review Pros Adding a customer to invoice is super simple and takes minimal effort. Payment collection is easy and seamless because Square Invoices allows the recipient to pay using credit/cards. One of the fest features is allowing invoices to be recurring. If my contract stipulates a flat fee monthly, I can set the invoices to recur monthly for the duration of the contract. Read full review Invoice coding, routing, and approval Complete visibility of all invoices floating around your organization Payment of invoices via numerous methods and multiple currency with just a click of the mouse Captures W9 & W8-BENE information posts all information including a pdf of invoice into your GL/accounting system Read full review Cons The reports section is not always the easiest to understand. It seems like I have to stop and think about options instead of it being 100% intuitive. With the fees we pay per transaction, it would be nice to be able to add additional "limited" users for no extra cost. Read full review The report that provides the "Not payable" vendors does not work well for us, particularly because the sync to our ERP goes both ways, which means all of the employees also sync over to Tipalti and remain as Not Payable. So the list is very long, and I don't find a good use for it. Read full review Likelihood to Renew Tipalti developed a workflow us that has improved our efficiency in onboarding vendors and processing payments. They also ensure that we have all the required tax forms from the vendor before a payment goes out.
Read full review Usability The system is incredibly easy to use, with most tasks being completed in a small number of clicks. The user interface is very user intuitive and can be navigated very easily. Multiple payments can be made instantaneously and as the vendors manage their payable account we are able to ensure that payments are being sent to the right account. The advanced functionality for duplicate invoices ensures that we are not processing bills twice and we have found that in 100% of cases it has identified a duplicate bill.
Read full review Reliability and Availability Tipalti has always been responsive to our questions and concerns.
Read full review Performance No issues here. Generally has been pretty fast.
Read full review Support Rating The only time I had a problem was a false chargeback from a client. Square Invoices referenced our contract and ruled in my favor, and they did so in a timely manner. I sent them the contract and my email history with the client, and they quickly unfroze the amount of money.
Read full review Since I also work in customer support, I often have to contact Tipalti's team with questions from our users. Tipalti's support team has always been exceptionally helpful and it was a pleasure to communicate with them. I have always received prompt responses to any inquiries and they are excellent at solving our customers' issues within a short time
Read full review Online Training Tipalti provides great How to online guide
Read full review Implementation Rating Implementation went smooth as we used and tested everything in the sandbox first
Read full review Alternatives Considered Square Invoices is easier to use and automatically transfers your money to your bank account vs Paypal that holds your money and you have to manually transfer and it takes 3-5 days (many times more). Square Invoices looks better overall, and for the same fees as Paypal, provides a better service overall.
Read full review Previously, our Company housed all invoices and approvals in NetSuite. This was a very clunky process which often resulted in duplicated work. Approvals were obtained through email and attached as a file to invoice records in NetSuite. Whereas, in Tipalti, you can view the entire audit history by simply clicking into an invoice.
Read full review Contract Terms and Pricing Model I did not make the decision to purchase this product.
Read full review Scalability We were given the option of only one integration.
Read full review Return on Investment I love that I can sort my invoices in total, or by a specific time period to see how my sales are doing and comparing to prior time periods. Read full review Vendor onboarding has taken the responsibility from one person to the Vendor directly. This provides the vendor with the ability to enter their own banking information for payments and upload their Federal W9 form. Vendors can upload their own invoices to the system, taking the possibility that our AP team did not receive an emailed or mailed invoice to upload. This also increases payment efficiency as the vendor's invoice is processed in a more timely manner. AP can review invoices for accuracy and concentrate on how to code an invoice, rather than be a paper pusher or a data entry clerk. AP doesn't spend time searching for invoices that might be a duplicate, the system will communicate this on the software review process and if AP has uploaded by email the same invoice multiple times, an email will be sent to AP to indicate that the invoice was not uploaded due to duplication. Read full review ScreenShots