Micro-entrepreneur, how to choose your invoicing software?

The micro-enterprise has particular needs in terms of invoicing software. Many modules offered for larger companies (especially commercial companies) are of no use for these small structures. These features should be taken into account when choosing the billing software for small businesses. The micro-entrepreneur's guide shows you how to choose invoicing software suitable for micro-businesses. At this stage, it will be appropriate:

Micro-entrepreneur, understand your obligations before choosing your invoicing software

As a micro-entrepreneur, you benefit from numerous reductions in the accounting and administrative fields. The only exception concerns invoicing, indeed, as a professional, you have an obligation to issue invoices to your professional customers. In some cases, you will need to write a note to your individual customers.

Your status as a micro-entrepreneur will therefore significantly impact your invoicing software needs. Thus, all the features directly or indirectly related to accounting are of no use to you. No need to equip yourself with software that offers these kinds of benefits, you won't need them. At a minimum, the following features may interest you:

- The establishment of quotes and their follow-up;

- Editing invoices;

- Monitoring the collection of customer invoices.

Micro-entrepreneur, study your organization before choosing your invoicing software

You should also study your micro-business organization before choosing your invoicing software. Indeed, certain characteristics that it presents will also have an impact on the choice of your management solution.

A micro-entrepreneur carrying out a trading activity (purchase-resale) may, for example, have an interest in choosing invoicing software that contains a commercial management module. It will thus be able, by means of a single software (and therefore of a single database), to manage its stocks as well as its replenishment.

Conversely, a consultant can be satisfied with the simplest existing invoicing software, that is to say that which only allows invoices to be made.

In addition, you can express additional special needs. If, for example, you want to have some visibility about your activity, you can choose invoicing software that offers the edition of simplified dashboards or even cash budgets.

Micro-entrepreneur, take stock of your budget before choosing your invoicing software

After knowing your legal obligations and taking stock of your needs, you must define a budget. How you use your billing software will have an impact on the cost:

- Online invoicing software is generally subject to monthly fees,

- And software installed on machines is payable in one go.

You will also need to take into account any hidden costs such as the costs of updates, maintenance, training in the use of the software or telephone / remote support.

You should always keep in mind that your status does not allow you to deduct any tax expense. The idea is not to start looking for the cheapest invoicing software on the market but to make a trade-off between cost and quality. This may lead you to make some concession or, on the contrary, to go upmarket.

Micro-entrepreneur, test before choosing your invoicing software

This is the last essential point in the process of choosing your best invoicing software for small business. You need to make your own "user experience" of the billing software. Because it is you, and only you, who will know if you are comfortable with the management solution. And for that, it must be tested.

It is ideal to test the full version of the software for free for a period of time (typically 30 days). However, some publishers choose to restrict trial versions and only offer the full version when subscribing to the product.

The objective here is to answer the questions:

    Is the software intuitive? Do you like the ergonomics? Is it easy to configure?

    Is the process of preparing quotes / invoices right for you?

    Can you insert your logo and personalize your documents?

    Does it meet the needs you have identified?

After following all the tips presented above, you will be able to choose the right invoicing software for your micro-business.

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