If you just want to streamline the creation of invoices and estimates, there are apps that you can use for free. Think about what part you want to streamline, such as invoice management, and find what works best for your company. 6-2.Choose a tool that can be linked If you can link with the tools your company uses, you can streamline data entry and reconciliation work. There are two methods of linking tools in the billing management system. ・Extract data from other systems using CSV files and import them into the billing management system.
Connect your own system and the billing management system directly with an API CSV stands for "Comma Separated Values". You may have a chance to see it in Excel. A CSV is a text file whose data is separated by commas. If the number of invoices issued is small, usil Cambodia phone number list dng a CSV file may be a good option. API stands for "Application Programming Interface". The API is like an intermediary of A and B. When you extract the necessary information from your own system, the API will be the reception. If you want to issue invoices many times a month, or if you want to improve efficiency immediately, we recommend a system that uses an API.
Check the support system Make sure you have a support system in case something goes wrong with your system. If the invoice management tool becomes unusable due to network problems, it not only delays work, but also causes inconvenience to business partners. Let's check the response time of the support window and what kind of support is available in case of trouble. It is also a point to consider whether there is support for business partners. . For business partners who only handle paper invoices, it will be necessary to deal with them individually.