How to migrate from traditional billing software to a compliant one

How to migrate from traditional billing software to a compliant one

Many companies have used a billing program for years that does not comply with the anti-fraud regulation. Migrating to a compliant system is mandatory, but with good planning it is simple and even an opportunity to improve processes.

1. Export historical data

Before switching, it is wise to export invoices and customer data from the old system in a standard format (CSV, Excel or similar). This preserves the history and eases importing into the new software.

2. Preserve numbering continuity

The invoice series and numbering cannot have unjustified gaps. When migrating, configure the new system to continue numbering from where it left off, avoiding duplicates or gaps that draw attention in an inspection.

3. Choose the right moment

The change is ideally made at the start of a period (month, quarter or year), so the separation between old and new systems is clean and easy to document.

4. Train the team

Good compliant software is easy to use, but it is worth spending time familiarising the team with issuing invoices, corrective invoices and cancellations in the new environment.

5. Verify compliance

Make sure the new system issues the responsible declaration of compliance and that you choose the mode (Verifactu or non-Verifactu) suited to your business.

Conclusion

Migrating to a compliant system is very manageable if planned: export the history, keep the numbering, choose the moment and train the team. Invoseal makes importing your data and continuing your numbering easy so the change is fast and painless.