Switching Invoicing Tools? A Checklist Before You Move
By i-quote team1 min read
Many invoicing tools are part of larger software families, which can be convenient if you use the rest of the family and heavy if you do not. Whatever you use today, switching is easier with a plan.
Before you move: export your customer list and open invoices, finish or void anything in progress, and tell regular clients that invoices will look different.
In i-quote you add customers, set your logo and colour, connect Stripe, and send. Keep your old tool read-only until all open invoices in it are paid.