Invoicing sits at the crossroads of the business: it needs sales details, customer data, tax rules and payment status. When the invoicing tool is isolated, someone has to carry that data in and out by hand.
Connections worth making
- Orders or quotes to invoices, so invoices are generated from approved sales rather than retyped.
- Customer records shared with the CRM.
- Payments matched to invoices automatically where the payment provider allows.
- Invoice data passed to accounting for correct posting.
Things to get right
Tax codes, currencies, numbering sequences and credit notes. Regulatory requirements such as e-invoicing obligations should be confirmed with a qualified advisor and designed in from the start.
Consider consolidating
Sometimes the simplest integration is using the invoicing capability already inside your ERP. We will tell you when that is the better route.