You have no room for error when managing your business. Thus, in order to succeed, you must equip yourself with software in line with your activity. Here are the criteria to know when choosing your invoicing software.
Your invoicing software (like Quickbooks) must take into account many parameters. Indeed, it must be intuitive but also 100% in tune with your sector of activity.
Not all software offers the same secure data retention. Indeed, there are invoicing software to download and online software. With software hosted on an external Cloud-type server, your publisher has access to your data and ensures their double backup. An advantage that you do not have with software to download: in the event of data loss, you cannot hope to restore them with your publisher.
It is important that your invoicing software is ergonomic. It must be adapted to your digital interface, whether you work on a smartphone, tablet or computer.
Your invoicing software must comply with the standards in force. With the mandatory digitization of invoices by 2025, you have to comply with many regulations. From a format point of view, your invoice must be impeccable. Among the essential elements, we have:
Apart from the functionalities, it is essential that your invoicing software adapts to your expectations and your needs. It should allow you to customize your invoices in the format you want. It is also important that recorded data, such as account entries, be edited as you see fit.
To form an opinion on a software publisher, find out about the quality of customer service. Many companies are available to answer all your questions, offer you training in the tool, support you in your accounting changes, etc. Others, on the contrary, simply do not have one!
Do your research online (Search Engine Business page, blogs, etc.). Ask yourself if this is an important criterion for you before launching your accounting activity. If you can’t find one, you can ask during the first call to be put in contact with one of their clients, in order to have a more neutral opinion.
Find out about the platform update. The world of invoicing is constantly evolving, it also evolves according to the status of your company or your activity. Thus, an editor that has been around for more than 30 years may, in reality, be very aging in its functionality.
If you can, download free versions to get an initial opinion. You will be able to judge the intuitiveness of the tool, as well as the features offered.
To make your choice, don’t forget to look at the payment format offered to you! Most invoicing software juggles between a monthly subscription system or the number of users using the tool. You can go for free tools, but you will very quickly come across a lack of functionality inherent in your activity. Which will require you to upgrade to a paid subscription.
A powerful invoicing software must above all be in phase with your activity. Thus, depending on the activity you carry out, you do not necessarily need the entire accounting path. For example, micro-enterprises have light accounting to keep and do not need to produce a balance sheet at the end of the year. Also check if the tool is intended for a particular status or not, according to your wishes.