What do you do if your invoicing tool is not reliable?

Um exemplo que tive, em uma determinada organiza??o, tínhamos um sistema ERP muito bom, porém, a parametriza??o efetuada n?o tinha sido efetiva, haviam gaps, para solucionar, primeiro foi identificar todos os gaps e possíveis gaps, mapeando de forma sincronizada, obtivermos uma vis?o macro do problema, depois categorizamos de acordo com a prioridade! Após feito isto, atacamos um a um para solucionar e corrigir o que deveria ser corrigido. No final, conseguimos fazer com que o sistema funcionasse como deveria.

When your invoicing tool falters, it disrupts your business flow. To tackle this: 1. **Troubleshoot**: Identify issues and seek help from customer support to fix them. 2. **Explore Alternatives**: Research and test other invoicing tools for reliability and fit. 3. **Implement Backup Plans**: Have manual processes or secondary tools ready to fill in during downtime. 4. **Monitor Proactively**: Keep an eye on metrics and trends to catch problems early. 5. **Provide Feedback**: Share experiences and suggestions with the tool provider for improvements.

Well done. This would be the best first course of action. Usually, when problems like this occur there is a quick solution. IT is usually very helpful.

In my experience, if it is a technical glitch then please work with the tech team to fix it. Also always validate the details on the invoice like dates, amounts, ship to, sold to addresses, description etc., Please have a work around as well if your invoicing tool is faulty, so that you should be able to update things in manual mode as well. It will avoid unnecessary delays and penalties.

Observando que há um problema no faturamento, eu come?aria "testando" alguns faturmentos passados e seus recebimentos aleatoriamnte pata identificar se houve algum problema à epoca, resolvido, mas de forma irregular, e n?o monitorado depois

Es importante mantener una base de datos como respaldo ante cualquier situación de fallas en el sistema y adicional optar por un plan de contingencia para actuar de la mejor manera

Siempre es importante hacer una copia de seguridad por cualquier suceso a mí muchas veces me paso e inmediatamente me contacte con los clientes para avisarles que sus facturas se iban a atrasar.

Apos essa avalia??o aleatoria de faturmentos passados e identifica??o de um problema atual, acionar, o responsável pelo controle de faturamento ( que pode ser uma ferramenta avan?ada tipo ERP, uma palnilha em excell, Power BI, query, etc. Ajustar conforme a necessidade: (parametriza??o, controle de recebimentos relativos a esses faturamentos - concilia??o do caixa) O caixa deve ser conciliado diariameente, e por isso é possível identificar rapidamente uma possível falha, caso o caixa este interligado, parametrizado com o faturamento

All seven suggestions are important, but backing up your data will save your life. If something dependable fails, you must have access to your core business records, or more time must be spent recreating it again at the risk of losing some very important data.

Manter a transparência com os clientes, faz com que, caso ocorra uma divergência de informa??o ele de imediato acione e comunique sobre, e assim, possam trabalhar na corre??o na causa raiz do problema.

Sim, a comunica??o com o cliente de forma efetiva e transparente, gera confian?a e estreita a parceria,. O seu cleinte entenderá que trabalha em parceria com uma empresa que tem a cultura das melhores práticas do mercado. Isso é governan?a.

One thing I found helpful in situation where business needs to operate . I agree with the solution its help you manage your client.

Explore options for the most reliability. Do not get complacent in the processes that are currently used and always have a backup plan.

Como pontuado, há diversas formas para atuar em paralelo, assim n?o ocasionará uma parada nas opera??es da companhia. Importante sempre estar acompanhado de um profissional qualificado e instruído para operar nestas ferramentas, visto que, possam sair um pouco da forma que já é feita como padr?o da organiza??o.

Numerous reliable invoicing tools are available, so don't hesitate to explore different options. I recommend using the invoicing tool integrated within general accounting software. Having everything centralized in one place streamlines your processes. If you haven't considered it previously due to concerns about customization, it's worth revisiting. Software is continually evolving, and you might be surprised by the level of customization available now.

There are plenty of alternatives of almost every kind of software. After this experience, our ‘purchasing’ skills would have improved significantly and budget won’t be the only important factor in order to make a purchase. This time, to minimise the risk of going through the same problem, it is likely to decide based on other facts such as online reviews or perhaps request a trial period, etc. And this would become more important than considering the budget on toy of everything else and make a better decision.

I regularly try to assess my invoicing tools and practices. In any business if your program tools get outdated, your business can lose money. Its more than just about how easy to use the invoicing tool is. But the data your system collects and provides.

Search and find reliable software that fits with your business. Invoicing is an important aspect in our business so in such cases issues must be addressed immediately.

Definitely, after going through something such a high impact, our purchasing skills will be much stronger which will help us in taking better decisions for future purchases

If your invoicing tool is unreliable, one option is to explore alternative invoicing tools that can better suit your needs. Research various options, read reviews, and test out different tools to find a more reliable solution. It's important to ensure data security and easy integration with your existing systems. Look for user-friendly interfaces and features that streamline the invoicing process. Transitioning to a new invoicing tool may take some time and effort, but it can ultimately improve your invoicing process and client relationships.

When faced with an unreliable invoicing tool and no direct access to the provider, I initiate internal troubleshooting with IT, exploring alternative invoicing methods within our organization. I escalate the issue internally, keeping stakeholders informed and seeking collaborative solutions. Clear communication and proactive measures ensure minimal disruption to our financial processes.