How It Works
Move from inaccurate, redundant billing to triggered workflows in minutes.
01
Connect the API
Use native integrations for CRMs, ERPs, and accounting software to synchronize billing workflows in real-time.
02
Configure & Trigger
Build templates with custom branding and define triggers to send invoices based on workflow events, user action, or scheduling rules.
03
Track Delivery
Access the dashboard to get real-time delivery statuses with USPS IMb tracking once the invoice is handed over to the mailing carrier.
Optimized for Businesses and Power Users
Instant deployment for finance departments and engineering teams.
Dynamically autopopulate bills with unique, recipient-specific financial data by injecting custom merge variables.
Use CASS-certified address verification capabilities to flag invalid records before generating and mailing bills.
Upload CSV files directly to process enterprise high-volume invoices at scale to save time, resources, and effort.
Print invoices at the printing facility nearest to the particular recipient, saving postage and fast-tracking delivery.
Embed the USPS Intelligent Mail barcode (IMb) into invoices to track delivery statuses from a unified dashboard.
Determine custom roles and permissions across departments to restrict unauthorized access to sensitive financial data.
Connect physical billing workflows with all major CRMs, ERPs, and accounting systems to sync data and automate invoices.
The REST API offers native SDKs, Test Keys, and a sandbox environment for engineering teams to experiment with.
Update outdated mailing addresses with USPS National Change of Address databases to ensure invoice deliverability.
Send using different USPS mailing classes or Certified Mail with Return Receipt, depending on invoice priority.
Add interactive elements to invoices to navigate recipients directly to payment gateways for quick resolution.
Agencies and financial service providers can use sub-org features to set custom branding and billing criteria.
Invoice Automation for Unique Enterprise Invoices
All-in-one printed invoice solution for specialized billing workflows, formatting, and compliance.
Healthcare
Providers and medical businesses need a HIPAA-compliant solution that can directly send invoices from their healthcare management system.
- Patient balance statements
- Insurance co-pay invoices
- Prescription fulfillment receipts
- Laboratory service bills
Finance
Financial institutions often need to send high-volume invoices and statements while being compliant with respective regulatory standards. PostGrid helps them to automate:
- Loan invoices
- Mortgage repayment statements
- Credit card billing
- Investment management fees
Retail & Ecommerce
Online & offline marketplaces often provide physical invoices to customers. It is a necessity for maintaining tangible transaction records and ensuring easier returns.
- Order fulfillment invoices
- Return shipment receipts
- Wholesale account bills
- Marketplace seller fees
Energy & Utilities
Energy providers and utility companies generate high-volume bills to highlight usage, charges, and variable costs.
- Electricity bills
- Natural gas invoices
- Water usage bills
- Waste collection invoices
Insurance
Insurance providers heavily rely on physical documents for compliance and record-keeping purposes. PostGrid removes the administrative headache in this process by helping them send:
- Premium renewal invoices
- Deductible payment notices
- Claims settlements
- Policy adjustment bills
Educational Institutions
Academic organizations need robust billing solutions to send invoices to their students without hiring additional faculty.
- Tuition fee invoices
- Enrollment deposit bills
- Campus housing statements
- Meal plan bills
Enterprise-Grade Compliance and Data Security
HIPAA
PIPEDA
GDPR
Integrates with Your Favorite Tech Stack & Tools
Easily Improve your workflow and automate print & mail through seamless integration capabilities.
Frequently Asked Questions
Is There a Minimum Requirement to Send Invoices?
There’s a pay-per-piece pricing plan to help businesses send invoices at any scale without commitments. So, they only pay for what they send without any platform fees or hidden charges. However, the enterprise plan is highly recommended to access discounted postage rates.
Can Businesses Send Invoices With Special Inserts?
PostGrid lets businesses include letters, flyers, or announcements in their invoices.
Can Businesses Integrate PostGrid With Their Existing Tools?
Of course, PostGrid offers native integrations for all major CRMs, ERPs, accounting tools, and marketing automation software. There’s no need to write a single line of code to avail these quick integrations.
What Is CASS Certification? How Is It Relevant to Mailing Invoices?
Coding Accuracy Support System (CASS) is a certification by USPS for address verification tools. It ensures the validated addresses are deliverable by the postal carrier. For invoices, deliverability is a critical factor to ensure timely payments and compliance. Addresses verified with a CASS-certified solution mean lower return to sender and fewer failed deliveries.
Is It Possible to Include Prepaid Return Envelopes to Invoices?
Yes, businesses can configure to have a #9 envelope or a custom-sized envelope while sending invoices. It is a perfect solution to fast-track the check remittance cycle from the recipients.
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