How to choose the best invoicing software

How to choose the best invoicing software

We are all familiar with an invoice. Invoicing software helps in processing invoices so your clients and customers have a proof or the entire detail of the purchase that they made from your business.

Now how do you find the right invoicing software for your business? There are simple steps that can help you find that right invoicing software you need for your business.


  1. Is it cloud based?

If your invoicing software is cloud based then you have safer software that will store all the history in the cloud. In case it is not cloud based you have a lot of risk of losing your data and it might be difficult or even impossible revive all your data.


  1. Free or paid?

Know that if you want more features and want more guarantee you will have to pay for the software. There are several invoice software in the market and many of them come for free. But the main thing that you will have to look for is security does the free software provide security like the paid software and how is its support system.


  1. Features required

What are features that you want your invoice software to have. The features are the most important thing that you have to look for while getting any kind of software or while buying anything at all. The features that your invoicing software is required to have are:

  • Recurring invoices
  • Attach files to invoices
  • Auto billing
  • Financial reports
  • Online payment option
  • Time tracking
  • Inventory tracking
  • Sales tax
  • Automated payment reminders
  • Automatic receipts
  • Automated late fees
  • Customizable templates
  • Auto billing
  • Expense tracking
  • Client portal
  • Estimates and quotes
  • Stock list
  • Multilingual
  • Multi currency
  • Synchronization with emails and contacts
  • API


  1. Short listing

Before settling down for any software select all the good ones and shortlist them. Talk to their vendors and find out more about them. Compare the software with each other and find out what is that you really want in your business and which software are going to harmonize with your business and your systems.


  1. Trial

Never buy a software if you have not actually tried it first. Only learning about it from the vendor is not enough you need to try it out so you can find out how it actually works and if you are comfortable in working with this software. At times you might think that you will be able to operate it after a  session with the vendor but when you actually use it the software might turn out to be difficult hence never depend entirely on vendor”™s words but take a trial so you know how comfortable and useful it actually is for your business.


How to choose the best invoicing software

Reach Invoicing software

Reach Invoicing software is a n entirely cloud based software that is easy to operate and has numerous features.

It optimizes your warehouse, tracks inventory in real time preventing shortage of products.It integrates with other software with ease and has over 20 templates that are customizable.

Its features include:

  • Order management
  • Manufacturing management
  • Warehouse
  • Point of sale
  • Lots and barcode management
  • Project
  • Accounting
  • Invoicing
  • Operations and process
  • Loyalty management
  • Addons
  • Tally import
  • Proof of document
  • Purchase
  • Sales
  • Access
  • Multi company
  • Auditor view
  • Mobile application
  • Bank synchronization
  • Multi branch

For queries and more information click here. For 15 days free trial of Reach Invoicing software click on >> Demo

I’m a tax expert with over 10 years of professional experience. I’ve gained practical insights on GST and other Taxes during my tenture as a Tax expert and GST Trainer in Reach Accountant.

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