How many companies and professionals embark on the task of invoicing without adequate knowledge?
In this post we reflect on the need to train properly before getting down to work on this task.
When we talk about billing knowledge , we are not referring to the minimum. Properly identifying the invoice issuer and the recipient, or respecting the numerical sequence and date correlation is a given.
Billing well is much more than that.
We start billing hastily, and with little training.
There are many situations in which we simply start billing without receiving the necessary training :
For example, for a new business initiative linked to entrepreneurship
Or as if we have to replace a germany email list teammate for a season (now that summer is coming it can be a very propitious circumstance for this)
This lack of preparation can always be compensated by consulting a higher-ranking or more experienced colleague, or by calling our accounting/tax advisor to clarify any issue.
Still, we all need a little independence and confidence to complete our tasks in the shortest time possible. This will make us more efficient and achieve a fairly high level of success.
First of all, there will be those who do not even know that there is an Invoicing Regulation, an official document that many are unaware of and that is “there”. And that evolves over time to include new mandatory regulations . Sometimes it will be the VAT law , other times the SII …
It is also true that it is usually a matter of having to read and understand legal documents that are not very attractive. Documents in which we can get lost with so much nomenclature and regulations, knowing how to discern what affects us and what does not, and always expressed in a formal and far from familiar language.
We have free resources at our disposal
But how can we address these training gaps without spending money?
The answer is simple. With free resources that companies like Sage make available to their clients. Completely free, highly useful information in a wide variety of formats.
It is true that it is very helpful to have innovative and easy-to-use software solutions . With wizards, contextual help and integrated with other management modules (such as accounting, delivery note management, warehouse or customer files). All of this, without a doubt, solves many tasks and simplifies things.
But we like to go further.
And this is where these free resources play a fundamental role. For example, this guide prepared by Sage a few years ago, which is still useful despite the time that has passed. These are the Basic Billing Lessons for SMEs and Self-Employed , collected in a guide that emphasizes the advantages of good billing.
Simple and clear videos so you can learn without even realizing it
But for some time now, rather than reading, we like to be told things . In a familiar language, in formats that are easier to “consume.” And that has led us to prepare a new series of training videos with which we would like you to be able to learn without even realizing it.
These are entertaining videos in which we will present characters who will star in everyday situations. And with whom you will probably feel identified.
The objective is clear: we will talk about the importance of knowing how to invoice well, of taking the correct steps, and the possible consequences if it is not done correctly.