What to look for in a digital invoicing workflow

A professional invoicing workflow should make status, customer data, product information and verification easy to understand.

Digital invoicing is not only about producing a document. The operational workflow around the invoice matters just as much.

Structured source data

Customer, product and tax information should be managed consistently so users do not have to recreate the same information repeatedly.

Clear status visibility

Users should be able to distinguish drafts, approved items, pending submissions and verified invoices without searching through multiple screens.