8 tips for choosing your invoicing software

8 tips for choosing your invoicing software

Today there is a very rich offer of invoicing software. Some require the purchase of licenses and must be installed on your computer while others, SAAS (Software As A Service), are available online. These allow access to a billing service anywhere with an internet connection and their price ranges from free for basic versions to monthly subscriptions for more complete versions.

 An invoice is a document that should not be overlooked, even for auto-entrepreneurs, it constitutes a standardized contractual document and, at the same time, a communication medium that reflects the professionalism of its author. It is therefore essential that the self-employed, VSEs and SMEs take care of their invoicing to have a qualitative added value in the eyes of their customers.

Here are some tips for making the right choice of invoicing software on the current market.

 Identify your needs

Each software offers different functionalities, so it is first necessary to clearly target your needs: sale of services or goods? An invoicing tool or an accounting tool? Often invoicing is enough if you have a support accountant.

 Check the price/quality ratio

After making an initial selection of online invoicing software that meets your needs, it is important to consider the subscription price of the service. The rate generally varies according to the number of users of the service, or the quantity of invoices issued per month, so an attractive offer in principle can become costly in the long term. Be careful, some free software imposes the presence of their logo on your invoices, a harmful publicity for your credibility with your customers. A paid solution is therefore more appropriate, there are very accessible ones.

Take into account the ergonomics of the software

So that each user can get to grips with the software quickly, it is preferable to opt for a simple, intuitive and ergonomic interface. Invoicing software has long been the prerogative of the accountants who use it (or the IT specialists who build it), excessively complex, inaccessible without adequate training and designed with an archaic interface. Today, they have gained in ergonomics: no need to configure for hours, now a few minutes are enough to edit an invoice template or to send your first quotes by email. In order to help you in your first steps, it is better to opt for software that offers you videos to get started (tutorials) or a FAQ to answer all your potential questions.

Personalization, an essential feature

In order to be able to constitute an effective commercial document, it is essential that the invoicing software allows you to personalize your invoices. For example, it is essential that you have the possibility of adding your logo, a promotional offer or a layout in your colors in order to produce invoices in your image so that they become a communication medium in their own right.

Give access to your Chartered Accountant

In order to facilitate your relationship with your accountant , it is preferable that the latter have access to your data. He can thus import your sales journal (with, if possible, your configurable analytical codes) into his production tool. More efficient and faster in its work, it will thank you!

Opt for available and responsive customer service

A good invoicing software must offer an efficient, available and above all reactive customer service, that is to say able to answer all your questions quickly. It is better to be able to count on an active service provider!

Access your data anywhere

As the nomad that you are, it is vital that you can access your billing service anywhere, on your computer, tablet or even mobile. You won’t miss any more business: even on a ski holiday, you can respond to a customer’s request and invoice him from the chairlift!

Test to choose better

To be sure that the software you have chosen is well suited to your needs, nothing better than to test it for free for a few days. Most online solutions offer you a trial period that ranges from 15 to 30 days.

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