You do not need a forty-page RFP for SMB invoicing—you need clarity on non-negotiables: recurring billing complexity, FX, credit limits, procurement approvals, and API access for automation.

Sections that matter

• Security: SSO/MFA, roles, audit logs, data residency if required.
• Automation: webhook events, REST coverage, sandbox quality.
• Commercials: seat model vs. transaction fees, contract exit terms.
• Support: hours, channels, and escalation when taxes change mid-year.

Capricon uses similar discipline on larger finance initiatives—so software selection matches operating constraints, not slide decks.