{"id":255740,"date":"2025-07-25T13:09:03","date_gmt":"2025-07-25T11:09:03","guid":{"rendered":"https:\/\/www.easyap.com\/?p=252558"},"modified":"2026-08-17T15:00:08","modified_gmt":"2026-08-17T13:00:08","slug":"por-que-evitar-facturas-en-excel","status":"publish","type":"post","link":"https:\/\/www.easyap.com\/en\/blog\/por-que-evitar-facturas-en-excel\/","title":{"rendered":"Why avoid Excel invoices and how to replace them?"},"content":{"rendered":"<p><span style=\"font-weight: 400\">If you are a CFO, you have probably considered or are considering more efficient solutions for your <\/span><a href=\"http:\/\/www.easyap.com\/en\/\"><b>e-invoicing<\/b><\/a><span style=\"font-weight: 400\">. While Excel has been a convenient tool for years, it is increasingly limited and outdated due to new legal and technological requirements. We explain why you should abandon <\/span><b>Excel invoices<\/b><span style=\"font-weight: 400\">, how current regulations affect them, when it will be impossible to continue invoicing with it, and the safest, most effective, and approved alternatives to manage everything.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">How do you invoice with Excel?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">If you work in finance or own a business, you probably know what we&#8217;re talking about. Creating invoices with Excel involves:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Creating and customizing templates<\/b><span style=\"font-weight: 400\"> with fixed data: logo, tax ID (CIF), client details, etc.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Manually entering<\/b><span style=\"font-weight: 400\"> items: series, date, description, unit, price, and subtotal.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Applying formulas<\/b><span style=\"font-weight: 400\"> for VAT, retentions, totals, etc.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Converting to PDF<\/b><span style=\"font-weight: 400\"> and sending via email or printing documents.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Saving invoices<\/b><span style=\"font-weight: 400\"> and updating a manual record.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">And although Excel has been very popular for its versatility and low cost, today it presents several limitations:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>More human errors when manually entering data:<\/b><span style=\"font-weight: 400\"> figures, incorrect formulas, or duplications.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>It does not guarantee traceability or integrity<\/b><span style=\"font-weight: 400\"> of the record.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">Sending, tracking, collections, and fiscal archiving is <\/span><b>inefficient.<\/b><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400\">Is it possible to invoice this way with the new e-invoice?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">The fact is that in Spain, <\/span><b>invoicing public entities with Excel is already legally unviable<\/b><span style=\"font-weight: 400\">. In the private sector, although there are still companies that may accept these invoices, <\/span><b>they are also invalid for clients who require Facturae. <\/b><span style=\"font-weight: 400\">And this will increase. <\/span><\/p>\n<p><span style=\"font-weight: 400\">It is said that you can convert your Excel invoice to PDF and send it, but this <\/span><b>does not meet the requirements<\/b><span style=\"font-weight: 400\"> of the <\/span><a href=\"https:\/\/www.easyap.com\/blog\/la-factura-electronica-obligatoria-por-necesidad-o-por-comodidad\/\"><span style=\"font-weight: 400\">mandatory e-invoice<\/span><\/a><span style=\"font-weight: 400\">, since:<\/span><\/p>\n<ul>\n<li><b>It does not have Facturae format<\/b><span> nor <\/span><a href=\"https:\/\/www.easyap.com\/en\/blog\/la-firma-electronica-reconocida-que-es-y-cual-es-su-papel-en-la-facturacion-electronica\/\"><span>a recognized electronic signature<\/span><\/a><span>.<\/span><\/li>\n<li><b>It does not integrate with approved solutions<\/b><span style=\"font-weight: 400\"> that ensure traceability, authenticity, and integrity.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">In other words, in the midst of the digital transformation, which governments worldwide and the business sector en masse are joining, Excel invoices are losing relevance due to limitations like these:&nbsp;<\/span><\/p>\n<table style=\"width: 840px\">\n<p><b>Factor<\/b><br \/>\n<b>Excel + PDF Invoices<\/b><br \/>\n<b>Mandatory e-invoice<\/b><\/p>\n<p><span style=\"font-weight: 400\">Facturae Format<\/span><br \/>\n<span style=\"font-weight: 400\">Does not comply<\/span><br \/>\n<span style=\"font-weight: 400\">Mandatory<\/span><\/p>\n<p><span style=\"font-weight: 400\">Electronic signature<\/span><br \/>\n<span style=\"font-weight: 400\">Not integrated<\/span><br \/>\n<span style=\"font-weight: 400\">Authenticated<\/span><\/p>\n<p><span style=\"font-weight: 400\">Submission to the PGE<\/span><br \/>\n<span style=\"font-weight: 400\">Not functional<\/span><br \/>\n<span style=\"font-weight: 400\">Automated\/subject to rules<\/span><\/p>\n<p><span style=\"font-weight: 400\">Traceability<\/span><br \/>\n<span style=\"font-weight: 400\">Manual and limited<\/span><br \/>\n<span style=\"font-weight: 400\">Automatic, real-time tracking<\/span><\/p>\n<p><span style=\"font-weight: 400\">Record and audit<\/span><br \/>\n<span style=\"font-weight: 400\">Inconsistent<\/span><br \/>\n<span style=\"font-weight: 400\">Detailed and consultable<\/span><\/p>\n<\/table>\n<h2><span style=\"font-weight: 400\">The importance of using approved software<\/span><\/h2>\n<p><span style=\"font-weight: 400\">This is why, as we mentioned in the previous section, approved software for electronic invoicing is so important now and for the future. Specifically, they offer:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Legal compliance. <\/b><span style=\"font-weight: 400\">Facturae, electronic signature, PTO, and current regulations.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Traceability and security. <\/b><span style=\"font-weight: 400\">Automatic recording, shipment tracking, secure archiving, and demonstrable integrity.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Efficiency and scalability. <\/b><span style=\"font-weight: 400\">Automated workflows with document issuance, submission, and archiving.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Improved financial control. <\/b><span style=\"font-weight: 400\">They have dashboards with real-time information, payment alerts, collections, and pre-configured fields.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">Therefore, if you continue with Excel invoicing and without approved software:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">You run the risk of incurring penalties for an invalid electronic invoice.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">You lose agility and financial visibility.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">You will have more errors and duplications due to manual invoice management.<\/span><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400\">3 reasons to avoid creating invoices in Excel<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Furthermore, here are the three main reasons why you should stop creating your invoices in Excel:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Legal and regulatory risk. <\/b><span style=\"font-weight: 400\">These are invoices that do not comply with Facturae or with the approved electronic signature. Furthermore, they are vulnerable to inspections and also subject to penalties under the Anti-Fraud Law.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Unprofessional company image. <\/b><span style=\"font-weight: 400\">Manual or Excel invoices often include outdated or inconsistent logos. Furthermore, their submission is usually via email, which can create disorganization and project a poorer business image.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Operational inefficiency.<\/b><span style=\"font-weight: 400\">With Excel invoices, editing, sending, collecting, and archiving documents are manual processes, which reduces efficiency. Additionally, the risk of data errors, duplications, or failed collections is much higher.<\/span><\/li>\n<\/ol>\n<h2><span style=\"font-weight: 400\">How does the Anti-Fraud Law affect invoicing with Excel?<\/span><\/h2>\n<p><span style=\"font-weight: 400\">From a legal perspective, the recent <\/span><a href=\"https:\/\/sede.agenciatributaria.gob.es\/Sede\/todas-noticias\/2021\/julio\/12\/ley-112021-medidas-prevencion-lucha-fiscal.html\"><span style=\"font-weight: 400\">Law 11\/2021 on Measures to Prevent and Combat Tax Fraud (art. 7)<\/span><\/a><span style=\"font-weight: 400\"> states that:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">Invoice records must maintain a <\/span><b>secure computerized record<\/b><span style=\"font-weight: 400\">, with a verification system that prevents modifications after issuance.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">It is mandatory to <\/span><b>keep records in a legible and authenticated format<\/b><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><span style=\"font-weight: 400\">The use of <\/span><b>systems that allow alterations is penalized<\/b><span style=\"font-weight: 400\"> in invoicing, as can happen with uncontrolled .xlsx files.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">But, in addition to that <\/span><a href=\"https:\/\/www.easyap.com\/blog\/ley-antifraude-espanola\/\"><span style=\"font-weight: 400\">Anti-Fraud Law<\/span><\/a><span style=\"font-weight: 400\">, there are more regulations that require a transition to electronic invoicing:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Law 56\/2007<\/b><span style=\"font-weight: 400\"> \u2013 Information Society Services: requires data protection and electronic signatures for digital services.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Royal Decree 1619\/2012<\/b><span style=\"font-weight: 400\"> \u2013 Registration obligations: legal invoices and systematic record-keeping.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Law 25\/2013<\/b><span style=\"font-weight: 400\"> \u2013 Use of electronic invoicing with Public Administrations.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Law 11\/2021 Anti-Fraud<\/b><span style=\"font-weight: 400\"> \u2013 Computerized and inviolable accounting record.<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>VAT Law 58\/2003<\/b><span style=\"font-weight: 400\"> \u2013 Control of deliveries and supporting documentation that justifies the operation.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">Nowadays, <\/span><b>invoicing with Excel does not comply<\/b> <b>with these criteria<\/b><span style=\"font-weight: 400\"> for security, integrity, and invariability of records. Non-compliance with any of these laws can result in sanctions, fines, and even tax blockages.<\/span><\/p>\n<h2><span style=\"font-weight: 400\">Tips for replacing Excel with professional invoicing<\/span><\/h2>\n<p><span style=\"font-weight: 400\">In this regard, consultants advise <\/span><b>migrating in the short term (6\u201312 months).<\/b><span style=\"font-weight: 400\"> So, how can you move away from Excel invoices and start with electronic invoicing?:<\/span><\/p>\n<ul>\n<li aria-level=\"1\"><b>Implement approved cloud-based invoicing software.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Use an ERP with an invoicing module.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Work with approved marketplaces or vertical platforms.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Rely on a digital invoicing API.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Ensure the technology you use utilizes Blockchain or advanced signatures.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Perform a progressive migration.&nbsp;<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Train your team in using the tool you implement.<\/b><\/li>\n<\/ul>\n<ul>\n<li aria-level=\"1\"><b>Conduct tests to verify if your system is functioning correctly.<\/b><\/li>\n<\/ul>\n<h2><span style=\"font-weight: 400\">Why easyap is better than Excel for invoicing<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Precisely <\/span><b>this is where easyap comes in. <\/b><span style=\"font-weight: 400\">A solution that helps you apply these tips and take advantage of the numerous benefits of electronic invoices. You can see for yourself with this comparison table against Excel invoices:&nbsp;&nbsp;<\/span><\/p>\n<table style=\"width: 924px\">\n<p><b>Feature<\/b><br \/>\n<b>Excel<\/b><br \/>\n<b>easyap<\/b><\/p>\n<p><span style=\"font-weight: 400\">Facturae Format<\/span><br \/>\n<span style=\"font-weight: 400\">Not available<\/span><br \/>\n<span style=\"font-weight: 400\">Automatic Facturae and PDF generation<\/span><\/p>\n<p><span style=\"font-weight: 400\">Electronic signature<\/span><br \/>\n<span style=\"font-weight: 400\">Not integrated<\/span><br \/>\n<span style=\"font-weight: 400\">Integrated and legally recognized<\/span><\/p>\n<p><span style=\"font-weight: 400\">Integration with PGE<\/span><br \/>\n<span style=\"font-weight: 400\">Manual (non-compliant)<\/span><br \/>\n<span style=\"font-weight: 400\">Automatic sending&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400\">Traceability and record-keeping<\/span><br \/>\n<span style=\"font-weight: 400\">Manual and insecure<\/span><br \/>\n<span style=\"font-weight: 400\">Automatic, historical, and legal backup<\/span><\/p>\n<p><span style=\"font-weight: 400\">Recurring invoicing\/subscriptions<\/span><br \/>\n<span style=\"font-weight: 400\">Not viable<\/span><br \/>\n<span style=\"font-weight: 400\">Scheduled and managed from the platform<\/span><\/p>\n<p><span style=\"font-weight: 400\">Scalability and analysis<\/span><br \/>\n<span style=\"font-weight: 400\">Limited<\/span><br \/>\n<span style=\"font-weight: 400\">Dashboard, real-time reports, alerts<\/span><\/p>\n<p><span style=\"font-weight: 400\">Anti-Fraud Law + VAT Compliance<\/span><br \/>\n<span style=\"font-weight: 400\">Risk of penalties<\/span><br \/>\n<span style=\"font-weight: 400\">Adapted to regulations, fraud prevention<\/span><\/p>\n<p><span style=\"font-weight: 400\">Support and updates<\/span><br \/>\n<span style=\"font-weight: 400\">None<\/span><br \/>\n<span style=\"font-weight: 400\">24\/7 Support and continuous improvements<\/span><\/p>\n<\/table>\n<p><span style=\"font-weight: 400\">Therefore, with easyap you ensure:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Full legal compliance<\/b><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>More<\/b> <b>productivity<\/b><span style=\"font-weight: 400\">, as it automates, issues, and records without manual intervention.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400\" aria-level=\"1\"><b>Advanced financial control<\/b><span style=\"font-weight: 400\"> with dashboards, customer analysis, payment reminders, and optimal tax modules, among other advantages.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400\">In summary, invoicing with Excel has been useful and even essential. However, in this digital age, <\/span><b>it is becoming legally and operationally obsolete<\/b><span style=\"font-weight: 400\">. Current laws require approved systems with signatures, traceability, and structured sending.<\/span><\/p>\n<p><span style=\"font-weight: 400\">If you want operational efficiency, legal security, and financial optimization, you need to migrate to approved software. In that scenario, <\/span><b>easyap is ideal for financial directors who want to comply and grow.<\/b> <a href=\"https:\/\/www.easyap.com\/en\/contacto\/\"><b>Contact us<\/b><\/a><span style=\"font-weight: 400\">and experience real savings, less risk and, above all, a leap to digital efficiency and professionalism.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you are a CFO, you have probably considered or are considering more efficient solutions for your e-invoicing. While Excel has been a convenient tool for years, it is increasingly limited and outdated due to new legal and technological requirements. We explain why you should abandon Excel invoices, how current regulations affect them, when it [&hellip;]<\/p>\n","protected":false},"author":22,"featured_media":252559,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[269],"tags":[],"class_list":["post-255740","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.4 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>3 Reasons to avoid Excel invoices and tips to replace them - easyap<\/title>\n<meta name=\"description\" content=\"Avoid Excel invoices: they violate the law, generate errors, and are inefficient. 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