Trading invoicing: scope the complete journey.

Start with the real invoice workflow

Record who creates the invoice, where quantities and prices originate, how approval works and how finance handles corrections. In trading, integration discovery should reflect the actual source documents and business process.

Questions to bring

Which entities and countries are involved? What ERP holds the commercial data? What invoice types and tax treatments occur? Are volumes seasonal? Who owns rejected documents and customer queries?

Choose a suitable route

Explore Connect if the existing ERP remains your source, or Business if you need a simpler invoice workflow. The team confirms deployed functionality and country/provider scope in discovery.