From your current invoicing software to PepCerto: a practical migration guide

PepCerto feels simple, and that appeals to you. But you are still using another invoicing program and you are not sure how to move without losing something. That is understandable: a switch always sounds bigger than it is. Below is a clear step-by-step plan.

What you do not lose

The first question many business owners ask: what about my invoice history? Good news: you do not lose it. Invoices you already issued stay in your old software. You do not have to import all of that into PepCerto. Your accountant can still consult it there whenever needed.

PepCerto is for new invoices. What already exists can stay where it is.

What to arrange before you start

1. Export your invoice history. From your current software, export open and recent invoices to PDF or CSV and store them somewhere safe (for example Google Drive or your computer). That way you have everything at hand if your accountant needs it.

2. Note your PEPPOL ID. If you already invoice via PEPPOL, you have a PEPPOL ID linked to your VAT number. PepCerto uses the same VAT number, so your PEPPOL ID keeps working. Your customers will not notice a difference in how they receive invoices.

3. Prepare your customer data. PepCerto has straightforward customer management. You can create customers one by one or import them. Gather names, VAT numbers, and addresses for your regular clients so you can get going quickly.

Your first invoice in PepCerto

Create an account on pepcerto.com, enter your company details, and create your first invoice. That takes about five minutes. No installation, no manual, no support call required. Log in and start.

What about your current subscription?

Only cancel your subscription with your current provider once you are sure PepCerto does what you need. For the first few weeks, it is fine to use both in parallel. When you feel comfortable in PepCerto, cancel the other tool.

That way you are never without an invoicing solution.

What about your accountant?

If your accountant had access to your previous software, give them access to PepCerto as well. You can arrange that in a few clicks via the office portal. They see what they need without installing anything.

Switching is not a big project

It feels larger than it is. Your invoice history stays put. Your PEPPOL ID continues to work. And you can send your first PepCerto invoice today.

Ready to start? Create your account on pepcerto.com.