Invoicing: quotes, invoices and the Swiss QR-bill - Documentation

The invoicing module turns your console into the place where you quote, invoice and get paid. It exists because most independents invoice from a spreadsheet, and a spreadsheet does not know what it has already numbered.

The invoicing screen: counters for quotes, invoices, awaiting payment and drafts, then the latest documents with their status. — Modules → Invoicing. Four counters, then your latest documents with their status — draft, sent, paid. *Open the invoicing studio* is where documents are written.

1. Your issuer details, once

They are printed on every document and the law requires them. Instead of typing them, search the Swiss commercial register: type your company name and the form fills itself — legal name, legal form, UID, address.

The invoicing settings: a Swiss company search returning several companies with their UID number and address. — Settings → the search box at the top. Every Swiss registered company is there, with its UID (CHE-…) and its registered address. Pick yours and the fields below fill in.

Then add your IBAN — or your QR-IBAN if your bank gave you one — and check the numbering. It is sequential and per document kind: quotes and invoices count separately, and an issued number is never reused.

2. Your clients, from the same register

The new client form with the Swiss register search showing matching companies. — Clients → New client. The same search: a company name, and you get its address and UID without typing them. For a private individual, fill the fields by hand — the register only holds companies.

3. Writing the invoice

The invoicing studio: the form on the left with document details and lines, the live preview on the right. — The form on the left, the preview on the right — it updates as you type. Document kind, client, issue and due dates, currency, discount, VAT treatment.

Each line takes a description, a quantity, a unit («h», «pce», «forfait»), a unit price excluding tax and a VAT rate. Two fields are worth knowing:

Section groups lines under a heading — useful when one invoice covers two phases of a project.
Detailed description prints under the line, for the sentence that avoids a phone call.

4. What your client receives

The generated invoice: issuer details, client, dates, the line table with quantity, unit, unit price and VAT, then the totals. — Your details, the client's, the dates, and the lines with their VAT — then the subtotal, the VAT and the total. Nothing to lay out yourself.

5. The Swiss QR-bill

The Swiss QR-bill at the foot of the invoice: receipt, payment section, QR code with the Swiss cross, reference, payable by, currency and amount. — Generated at the foot of the invoice, in the standard Swiss layout: receipt on the left, payment section on the right, and a QRR reference unique to this invoice.

Your client scans it with their banking app: account, amount and reference are filled in. The payment comes back with its reference, so you know which invoice it settles.

The QR-bill never appears in the preview — only on the real PDF. That is deliberate: its reference derives from the saved document, and a preview is not saved. If you do not see it on screen, download the PDF before worrying.

Quote, invoice, credit note

A quote becomes an invoice without being retyped. An invoice that was wrong is not deleted — you issue a credit note against it. That is not our rule: Swiss law (CO art. 958f) requires an issued document to stay readable as it was.

Outside Switzerland

The register search and the QR-bill are the Swiss-specific parts. Without an IBAN, or in another currency, you simply get a clean invoice with your details, your numbering and your terms — those two are the parts that are skipped.

Send yourself the first invoice before sending one to a client. You will see your own layout, your numbering and your payment details as your client sees them — and it costs nothing to correct at that stage.