How to Pick Software for Invoicing: Everything You Need to Know

 | 
December 27, 2021
UPDATED: 
December 27, 2021
How to Pick Software for Invoicing: Everything You Need to Know

Are you looking for invoicing software for your small business? Are you wondering how you'll know which one is the right one for you?

There were more than 31 million small businesses in the US last year. That's a lot of companies in the market, and you'll want to do everything you can to stay competitive.

Many invoicing software programs are available to small businesses. It's important to know your options. Here's a guide to help you pick software for invoicing.

Customization Options

When you send an invoice, you want your customer to know it comes from you, so it's good to have the ability to add your logo or customize the invoice in ways that make you stand out.

Looks are important. You want to take every opportunity to make a good impression. An online invoice maker that allows you to save a custom design for future invoicing is a great choice. 

Invoicing reports are important when you have a busy month. Is there an option to autofill addresses? A software solution that saves customer emails and other information is a bonus.

Automation

When comparing software costs, it's good to know that more expensive solutions may save you time if they have some automation features. You will need to enter the invoices in your bookkeeping software. That may be as simple as exporting a file that you can upload at your convenience.

When you receive payments, it's great to have software that can recognize the invoice number and apply the amount to the invoice. When you are a small business with a few employees, you may be happy with a simple system. It's good to think about the options for the future.

Ease of Use

Clunky software interfaces still exist, and you don't want to slow your data processing down by choosing an invoicing software that requires a lot of extra keystrokes. 

Testing invoicing software lets you discover how easy it is to enter an invoice. Pre-made templates will enable you to get up and running more quickly.

Flexibility

Invoicing software features often include the ability to download the invoice in your preferred format. You can share the file directly. It's helpful if you can share a link to your invoice with your customer. 

You may prefer offline software installed on a single computer in your office, but an online program lets you create an invoice wherever you can access wifi. 

Support and Training

A responsive and helpful support team is an essential part of implementing any software system. It's beneficial to have a short training session available to assist you with getting started with the new software.

A good invoicing software provider may have helpful tools such as instructional videos available on their website.

Pick Software for Invoicing With Confidence

Your choice will depend on your company's needs. It's good to take the time to understand your options before you pick software for invoicing. When you find the right product, you'll be happy you did your research. 

Did you find this article helpful?  If so, be sure to use the simple search feature for more great articles to help you with your accounting needs.

Author

  • Chuck is Score LA’s Executive Director of Events and Marketing. He aims to help business owners and would-be entrepreneurs in Los Angeles improve their business practices.

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