Business documents: a code of good practice
Efficient management of business documents (quotes, invoices, purchase orders…) is crucial to the success of any business. This article guides you through the best practices to adopt!
Our advice
Complying with regulations
In some countries, under certain conditions, it is mandatory to use invoicing software that enforces compliance with regulations. In France, for example, successive finance acts regularly change the obligations. A few years ago, for instance, it became mandatory for invoices to be generated in chronological order, both by date and by number. The upcoming arrival of e-invoicing imposes further requirements.
Uniform document templates
Create standard models ("templates") for the different types of business documents. Each template must include the mandatory information (company name, Trade Register number, legal form, VAT number, legal notices…) and follow your company's visual identity (logo, typography, colours…).
A validation process before sending
Put clear processes in place within your company for validating documents. This ensures that every document is checked and compliant before being sent to customers or partners.
Archive!
Use secure storage solutions and make sure documents are easily accessible when needed.
Train and raise awareness
Train your employees in good practice. Raising awareness of the importance of the code of good practice is crucial to ensuring it is followed and effective.
To conclude
Be a true professional with personalised business documents that meet the standards. Using an ERP/CRM makes this management much easier, offering powerful tools to automate, centralise and track your documents in real time. Adopt eKo to ensure consistent, compliant and secure management of your business documents, strengthening your customers' trust and satisfaction.
For more information on the features of our eKo ERP/CRM, click here.
