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How do I Choose the Best Invoice Software?

Article Details
  • Written By: N. Madison
  • Edited By: Jenn Walker
  • Last Modified Date: 15 October 2018
  • Copyright Protected:
    2003-2018
    Conjecture Corporation
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Selecting the best invoice software often means comparing programs based on a variety of factors. Cost and ease of use may be among the most important considerations. You may also prefer software that provides templates, customization options, and automation features. E-mail integration capabilities may play a role in your decision making as well.

One of the most important factors you may consider when choosing the best invoice software is ease of use. You will likely prefer a program that is easy to install and use with a minimal amount of preparation. For example, a program that requires only a few minutes of training before use may be preferable to one that requires a significant time investment. This may be particularly important if you will not be the only person who uses the software.

Depending on your needs, you may prefer invoice software that provides various templates from which you can choose. This way, you can choose a template that matches your business image. You may also prefer a program that makes it easy for you to customize your invoices. If, for example, you want to enter different prices for varied services, you may choose software that makes it easy for you to do so. Likewise, you may want software that allows you to change payment information based on the customer you are invoicing.

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You may also rate price high on your list of things to consider when you are trying to choose the best invoice software. For example, you may prefer to purchase the software that is the least expensive but still offers all that you need in a program. One way to keep costs low is to purchase software that includes only the features you need. In many cases, extra bells and whistles add to the cost of invoice software.

Automation may make your list of desirable features when you are trying to choose the best invoice software. Any steps you can take to automate may help free up time for you and your staff members to take care of other important tasks. You may, for example, choose invoice software that numbers invoices automatically, adds certain information automatically, or even creates recurring invoices based on the information you provide. If you need to invoice a particular client at the same time each moth, for example, an automation feature may free you from having to remember to create a new invoice each time.

Since so many people use e-mail in conducting business, you may also prefer invoice software that includes e-mail integration. Such a feature may allow you to easily convert invoices to a common file format and attach the files to customer e-mails. This feature may ensure that your customer receives his invoice in seconds rather than the days it may take to send an invoice through the mail.

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