E-invoicing in Spain: purchases and sales
Looking at e-invoicing in Spain only from the issuing side misses another part of the work: invoices from suppliers. SMEs and sole traders should consider both sides when choosing a tool. Regifactu brings cloud e-invoicing, ERP and CRM together, with tools to issue, send and receive invoices as part of a system that also covers purchases, sales and banking.
Two workflows worth considering together
When you sell, the invoice is part of your relationship with the customer. When you buy, the document you receive becomes part of supplier management. Though the exchange works in different directions, both processes rely on information used in other business tasks. So, when assessing software, look beyond how the issued document appears.
Regifactu lets you issue, send and receive e-invoices, and view their payment status. The operational benefit is being able to manage invoices in the same environment as your commercial and financial activity, rather than treating each function as a…
Issued invoices are part of sales management
When reviewing your sales, start with a simple question: what customer information do you need for both sales and invoicing? If you currently keep these details in different places, consider this when defining the scope of an implementation.
CRM and invoicing are part of Regifactu. The ERP for SMEs also brings together sales, purchases, products and stock, projects and banking. This lets you plan your invoicing needs alongside the rest of your business management, rather than choosing a tool just for creating documents.
Receiving invoices raises its own questions
Supplier invoices start differently from sales invoices: they come from outside your business. To assess how they fit, explain how you receive them now, where you check their details and what you do next. This helps distinguish the need to receive a document from the need to use its data in your day-to-day management.
Regifactu supports receiving e-invoices and viewing their payment status. When reviewing this part of the process, identify what information you need alongside purchases and banking. This is not about assuming a particular setup, but defining what the project should cover…
What to review when other channels are involved
If you use an online store or portal, include that channel in the discussion. Regifactu builds websites, stores and portals connected to business management, sharing customers, catalogues, availability, orders and documents. Identify what information is created there and what you need to use later when managing invoices.
- What customer details do you use for sales and invoicing?
- How do you receive supplier invoices, and where do you check them?
- What documents do you share through a store or portal?
- Which tools need to connect to your business management system?
Define the scope before you commit
Not every need calls for the same project. Regifactu combines a modular platform with integrations and custom development. Start with a specific challenge in purchasing or sales and explain the outcome you want; no technical document is needed. This helps focus the discussion on the features and connections you need, for both invoices you issue and those you receive.
Request a tailored demo and tell us how you manage both workflows, which tools are involved and what you want to improve.