To ensure a successful transition to electronic invoicing, we recommend that you follow these 6 steps:
- Audit your internal processes and map your billing workflows
- Involve your teams, designate a point person, and communicate internally
- Select (or confirm) your technical solution (including compatibility between your ERP and your future Authorized Platform)
- Prepare for client onboarding by informing them of upcoming changes
- Conduct tests using pilot shipments through your customers and suppliers.
- Monitor and improve processes after the switchover. Set up monitoring dashboards.


















