How to Configure Invoicing Software?

Don't know how to configure invoicing software? Perfect timing! In this article, we'll start by explaining the basic configuration of invoicing software. Then, we'll talk about advanced configuration. You'll be able to take advantage of all the features and benefit from all the advantages of this type of software. We'll explain everything in these few lines, clearly and concisely. Let's not keep you waiting another minute. Happy reading and follow the guide!

Basic Invoicing Software Configuration

In these paragraphs, we'll reveal the basics for configuring your invoicing software. We'll start by talking about the information to provide regarding the company's identity card. Then, we'll address customer account management and items.

Company Identity Card | Information to Provide

The company identity card is an essential element. In this step, you'll need to provide all the company's characteristics, namely:

• its company name;
• its registered office;
• the company number;
• the VAT number; etc.

Customer Account Management

Have you entered your company's characteristics? Perfect! Now you need to think about entering those of your customers. To do this, here's some information that will be useful:

• the customer's identity card: this must contain the company name and the person in charge. You'll also need to indicate phone contact details, billing and delivery address, and VAT identification number;
• Negotiated pricing conditions: remember to enter immediate or deferred discounts on certain products;
• Applicable payment terms: remember to indicate the late payment penalty rate, the amount of recovery compensation, payment deadline, etc.

Item Database Management

In this part, you'll create or import (if it already exists) the items marketed by the company. Below you'll find a list of characteristics to provide:

• the code, i.e., the unique identification number;
• the nature of the service;
• the purchase price, selling price and margin rate;
• the applicable VAT rate;
• the eco-tax amount;
• availability;
• volume and weight, etc.

Advanced Invoicing Software Configuration

After completing the basic invoicing software configurations, you'll need to take a few minutes to adjust more advanced settings. Don't worry, there's nothing complicated. We'll tell you a little more right here.

Customize Invoice Templates

Generally, when you opt for invoicing software, you're offered different invoice templates with all the mandatory mentions prescribed by law. It's perfectly possible to customize them. For example, you can:

• insert a logo;
• modify the layout of blocks;
• create different invoice categories.

It's essential to provide maximum information about your company. Indeed, the invoicing software will automatically take these different data into account when creating your invoices.

As you'll understand, configuring invoicing software must be done rigorously. This way, you can have access to all features, without the risk of making one or more errors when creating your invoices. And you, how did the configuration of your invoicing software go? Do you use our software? It's easy to use, so don't hesitate to come test it for 15 days. If you have questions or need tips, simply contact us. We'll be happy to answer you. With Flexina, the invoicing process will have no more secrets for you!