There is currently a rich offering of invoicing software available. Some require the purchase of licenses and must be installed on your computer, while others, known as SAAS (Software As A Service), are available online. The latter allows access to an invoicing service anywhere with an internet connection, with prices ranging from free for basic versions to monthly subscriptions for more comprehensive versions. Here are 8 tips for choosing your invoicing software.

1. Identify Your Needs Each software offers different functionalities, so it’s necessary to first pinpoint your needs: are you selling services or goods? Do you need an invoicing tool or an accounting tool? Often, invoicing alone suffices if you have an accountant supporting you.
2. Check the Quality/Price Ratio After making an initial selection of online invoicing software that meets your needs, it’s important to consider the subscription price of the service. The price generally varies depending on the number of users of the service or the quantity of invoices issued per month. An apparently attractive offer can become expensive in the long run. Beware, some free software imposes their logo on your invoices, which can be detrimental to your credibility with clients. A paid solution is more appropriate, and there are many affordable options available.
3. Consider the Software’s Usability To ensure that each user can quickly grasp the software, it’s preferable to opt for a simple, intuitive, and ergonomic interface. Invoicing software used to be excessively complex, designed primarily for accountants, and inaccessible without proper training. However, modern software has improved in ergonomics, requiring minimal setup time. Look for software that offers tutorial videos or a FAQ section to assist you in getting started.
4. Personalization, an Essential Feature To create effective commercial documents, it’s essential that the invoicing software allows you to customize your invoices. For example, you should be able to add your logo, promotional offers, or customize the layout with your brand colors to create invoices that reflect your business identity.
5. Grant Access to Your Accountant To facilitate your relationship with your accountant, it’s preferable for them to have access to your data. This allows them to import your sales journal into their accounting tool, making their work more efficient and faster.
6. Choose a Responsive Customer Service A good invoicing software should provide efficient, available, and responsive customer service, capable of quickly addressing all your questions. It’s preferable to rely on an active service provider.
7. Access Your Data Anywhere As a mobile professional, it’s vital that you can access your invoicing service from anywhere, whether on your computer, tablet, or mobile device. This ensures that you never miss an opportunity; even while on vacation, you can respond to a client’s request and invoice them from the ski lift!
8. Test Before Making a Final Decision To ensure that the software you’ve chosen is suitable for your needs, it’s best to test it for free for a few days. Most online solutions offer a trial period ranging from 15 to 30 days.