Using an e-invoicing web portal for onboarding success

How to address the challenge

You need to think about what your partners are prepared to take on. Some of your partners won’t have an e-invoicing solution ready so providing an option is important. A great way to do this is to provide a web portal solution to your partners. This allows them to send and receive e-invoices simply using a web browser.

The next step is choosing a web portal solution, here are a few things to think about:

Suggest one that’s cost effective

Cost is a big factor for your partners onboarding to e-invoicing. Having a cheap or even free portal, like Colladium, is going to be more enticing to your partners.

Find one that’s quick to setup and easy to use

The process for setting up should be as simple as registering, creating the e-invoices and sending them to you. The portal should also step your partners through the process of creating an e-invoices and allow them to receive responses from you. Colladium keeps things as simple as possible to make it easy for your partners to onboard to e-invoicing, and allows them to receive updates through invoice responses, right to Colladium.

Have the option to incorporate more message types, like EDI

This gives you, and your trading partners, the option to take your digitisation further and automate more of your supply chain. With Colladium, your partners can send and receive EDI messages like purchase order (POs), advanced shipping notices (ASNs), and more.

Security

You’re going to be exchanging confidential information. Make sure your solution has robust security infrastructure and policies. Colladium takes the highest security measures to ensure data is kept safe. Colladium is also ISO 27001 certified.

Support

When something goes wrong you want a support team that responds quickly. It’s important to use a portal provider that has support hours within your time zone. Ideally, look for a portal provider with locally based support teams, like Colladium.

Interested in using Colladium with your partners? Get in touch with our team to learn more.