6 Tips to choose the Best billing software you will not regret. 

If you’re a business owner, you will need robust billing software. But, before purchasing it you must look for these factors to make it the best value on your investment. 

Firstly, billing software generates invoices for products and services rendered to your customers. It tracks payment receipts from customers and streamlines your payment process.

Hence making your invoice process a less tedious task. There are many more benefits of Billing Software to look out for. So before you choose yours, go over this list.


Now it’s obvious that you need budget-friendly billing software. So, let’s focus on its usability and the factors that make it worth every penny.

Let’s go!’

  1. Is the software easy to use?

You need a software that cuts your time in half. 

Customization sounds great! In fact, it can boost your overall productivity. But, here’s where to draw the line.  

A highly customizable billing software could cost you banks while making your tasks much more difficult. On the other hand, less customizable software might not comply with your needs even if they’re within your budget. 

Look for billing software with dashboards, notifications, call to action buttons etc. One that reduces your steps to do a task while also saving you time. 

  1. How secure is your billing software?

Do not compromise with the security of your software. 

No matter what. 

So, before you purchase your software, review the security page. Get a basic overview of how your sensitive data will be stored. This is because, you will be submitting your and your customers’ banking, credit/ debit etc and you’ve got to know how safe your data is. 

Secondly, do ensure that your billing software supports data backups. Check for data prevention measures and what happens when there is a loss of data. 

Figure how you can recover your data when things go south? But most importantly, are there any hidden costs for these services?

Here’s a Pro Tip: 

Get a compliance officer or lawyer to review the security documents for you. Sign your contract only when your lawyer approves them. 

Look for PCI, HIPAA, Section 508, GDPR, and WCAG compliance regulations in your billing software. These are the security standards set for billing software. 


Before going ahead, take a deep breath.

 And yes, it’s important to ask these questions. It’s your hard-earned money after all. 


  1. Do you get FREE After Sales Service? 

Do not hang dry in the open once you purchase your billing software. Ask for post-sales services too. 

Now, this ‘service’ can be divided into 2 parts- Customer service & Push updates. 

  • Free Customer service  

You will need help from the makers to get your software running smoothly. Check if your billing software company provides you with a free 24×7 customers service or a paid one. This is an underrated benefit because you will get on a rocky start. For sure. 

Of course, if your software is too easy to use and you won’t require much help.

Secondly, do not forget that every software has bugs. And, you need a company that resolves those bugs as they arise. Check if the company actively addresses and resolves your problems in using the software. 

  • Free Push Updates

Best software companies constantly update their products. So, when you’re finalizing your billing software do ask if they’ll assist you with their ‘push updates’ and how will they be communicated to you. 

It’s also important to know if this service will ever be restricted. Is it in a contract version or valid for a lifetime? Get those guidelines clear as they will impact your business in the long run. 

Pro Tip

A great way to investigate a company’s service is by reading their customer reviews online. Use sites like G2 and Capterra for real reviews and get insights into any common software issues, strengths and weaknesses.

  1. Is it Compatible with third-party apps?

Be sure that your billing software allows you to integrate with third-party apps, such as document signing software, ERP, SAP, etc.


There are many more processes involved in the company than making invoices. In order to get your work done, you will need several tools and software. 


Therefore, make sure your billing software connects with various systems and enables you to complete your tasks much faster and more efficiently. 


For example:


Verify that your billing software is compatible with digital signatures. Using the PDF Signer Software is particularly helpful if you have more than one document to sign. This PDF software allows you to sign documents automatically using the most secure signing method, i.e., a digital signature.

Check out other applications based on your needs and requirements.

  1. What works best? Subscriptions/ Contracts or Lifetime Plans

As per your business needs, you might choose between a monthly contract or a lifetime plan. If you choose a monthly plan, check if it’s reasonably priced and there aren’t any hidden costs. Look for discounts, offers or any festive sales that offer you the best deals. 

  1. Is it compatible with Supporting platforms? 

Check if your billing software is working perfectly both online and offline and also if it can be accessed from any other device rather than the one it was initially installed on. At times, your teams might need to access this info on the go so do check if your billing software can provide this flexibility. 


With the right software, you can make more informed business decisions to improve your bottom line. 

We hope that this article helped you find the best billing software for your business!

By Elsie Dawson

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