For any e-invoicing project to be successful, it is important that you take into consideration the abilities of your partners/customers. The less changes you ask them to make, the more probable it is to gain their acceptance. A very important step that should not be ignored is that of reviewing the existing invoicing processes and finding ways to integrate your e-invoicing project with these processes, from an early stage.
Read below to learn more about some of the most important parameters to consider, for your e-invoicing policy to succeed as a whole.
Electronic and web invoicing templates
Since you may very well have trade partners of all sizes and technical abilities, your e-invoicing solution must offer various options of different levels of technical complexity. Therefore, we suggest that you consider the following:
– Web based forms
For small and medium-sized partners, a practical collection of web forms would enable them to create and manage all documentation related to their invoices. Web forms require nothing more than a web browser and an Internet connection, no software purchase or maintenance.
– Excel features and accounting software integration
May suppliers are still using Microsoft Excel and an accounting software to manage their financial transactions. These users need to be able to generate electronic invoices directly from their accounting solution, without having to acquire or train to use any additional software.
– ERP Integration
It is not rare for bigger suppliers to be able to generate electronic invoices directly from their ERP application, and then forward such e-invoices to their customers.
Finally, in addition to providing solutions of the appropriate technical level to individual trade partners, it is also important to come up with some specific communication plans, as well as with incentives and promotional activities, in order to encourage your partners to participate in your e-invoicing program.