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Time-consuming tasks, regulations, and business growth are all reasons that may lead you to adopt invoicing software.
However, there are many invoicing software programs on the market, each with its own unique features—so which one should you choose? Should you opt for SaaS software or an on-premises solution? How can you ensure it meets all your sales management needs?
Here are 6 criteria to consider when choosing your invoicing software.
What is billing software?
Invoicing software enables you to automate the creation, transmission and follow-up of your invoices and credit notes. This automation is made possible by the various customer data you have integrated into the software.
As customer relationship management becomes a strategic driver for businesses, invoicing software can also centralize communications, payment terms, and transaction history.
Why choose billing software?
Implementing invoicing software has many advantages, especially as your business grows:
Time saving
With invoicing software, you no longer need to enter the same data multiple times becauseautomation allows you to use that same data in several different places. This saves you time on time-consuming invoicing tasks—such as verifying billing terms, manual data entry, and creating invoices—all of which are multiplied by the number of invoices and customers.
Reduce time-consuming tasks
Which brings us to the second benefit: reducing time-consuming tasks. With invoicing software, you’re freed from time-consuming tasks because the software automates them. No more creating Excel or Word files, no more repetitive manual data entry, no more searching for information across different files… Which, by the way, also reduces human errors caused by re-entering data.
This is part of an overall effort to optimize sales management by reducing the administrative burden on your Sales Administration team.
Better tracking of orders and invoices
Didn’t receive an order? Is a payment overdue? Thanks to the centralized data management provided by invoicing software, you’ll have a comprehensive view of your process.
In this way, you can easily identify overdue invoices, for example, and send out reminders. What’s more, this will give you an overview of your cash flow (on certain software packages), which is not insignificant when it comes to implementing a short- and medium-term development strategy.
These features are particularly useful in customer relationship management, helping you anticipate obstacles and adjust your sales strategies.
Shorter payment terms
Now that you have a global view of your invoicing process and have reduced time-consuming tasks, you can carry out your invoicing process faster and with greater control, thanks to automatic reminders.
All this helps to shorten customer payment times.
Good sales management software will also help you manage credit balances, discounts, and contractual deadlines.
Saving money
And finally, because saving money is always a pleasure. Invoicing software enables you to dematerialize the documents you produce and transmit them electronically.
This way, you save money on printing, postage, and more; significantly reduce the indirect costs associated with paper management; and adopt a more environmentally friendly approach (as part of a CSR strategy, for example).
How to choose your billing software?
Whether you’re a self-employed entrepreneur, an SME, a VSE or a major corporation, your needs and requirements will differ, and some software is better suited than others.
Here are the 6 criteria to consider when choosing your billing software
1. The size of your company
Invoicing software designed for small and medium-sized businesses will not be suitable for a large corporation with multiple legal entities. It is essential to ensure that the tool can grow with your business.
Some modular ERP software systems allow for gradual scalability while maintaining seamless data management across departments.
2. Compliance with current standards
Does the software comply with current regulations (anti-fraud law, legal notices, electronic signatures, secure archiving, etc.)?
Regulatory compliance is essential, particularly for companies subject to the upcoming mandatory electronic invoicing requirements under the French tax reform.
3. Your needs
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What needs must the software meet? (invoicing, payroll, reporting, etc.)
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Does the software need to be linked to the company’s bank account?
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Do you need mobile access or a corporate portal for your employees or customers?
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Does it need to integrate with other tools, such as CRM, HRIS, or accounting software?
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Would you prefer a cloud-based solution, on-premises software, or a SaaS model?
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Do you prefer free, open-source software or a professional version with support?
Clarify these needs up front so you don’t have to switch tools after a few months!
4. Ergonomics
The software should be easy to learn so you don’t waste time. Feel free to request a demo or try a free trial to familiarize yourself with the software and assess its usability.
Good usability encouragesyour teams to adopt the software, including those in sales administration.
5. The editor
If you choose a SaaS solution, check the provider’s reliability:
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Is he transparent about cloud security?
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Where is the data hosted?
A robust software solution ensures long-term reliability, especially for strategic functions related to sales management.
6. Services on offer
What services does the software publisher offer?
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Responsive Customer Support
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Online Help Center
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Online or In-Person Training
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Regular updates (updates, new features)
All of these elements are an integral part of the value of management software.
The Benefits of VSActivity Billing Software
VSActivity is an ERP system that helps you manage your business. It is a SaaS solution tailored to the needs of service companies, consulting firms, digital services companies, and others.
Here are 7 reasons to choose VSA as your invoicing software:
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Tailored to the size of your business, including multi-entity setups (ideal for intercompany billing);
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Complies with French legal requirements and applicable standards, including those related to anti-fraud legislation and electronic invoicing;
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It is not limited to billing, but also covers business management, human resources, and customer relations;
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Intuitive “MyVS” mobile app;
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Clean, modern design;
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Included support services: customer support, training, webinars, and updates based on customer needs;
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100% hosting in France with high security, with no third-party intermediaries.
With VSActivity, you can automate your entire invoicing process and make it more reliable, while improving collaboration between sales and administrative teams.
Ready to choose your invoicing software?
Your billing deserves better than an Excel spreadsheet or a makeshift solution.
With VSActivity, you’re choosing a SaaS-based ERP solution that’s secure, scalable, and designed for service-based businesses.
Schedule a demo with a Veryswing advisor to discover how vsa can help you address your sales management, compliance, and growth challenges.