You create invoices under Verkauf, Rechnungen (Sales, Invoices), either from scratch or with a single click from an accepted quote.
Creating an invoice
In the invoice editor, choose the customer and subject, enter the line items and set the VAT rate and the payment term in days. Intro and closing text can be adjusted. Every invoice is generated as a PDF with a Swiss QR payment slip (details in the “The Swiss QR invoice” article).
Status and overview
An invoice moves through the statuses Entwurf (Draft), Gestellt (Issued), Teilbezahlt (Partially paid), Bezahlt (Paid) or Storniert (Cancelled). Overdue invoices are flagged in the list, including the reminder level.
Payments and reminders
- In the Zahlungen (Payments) area, you record incoming payments with amount, date and payment method. Partial payments are possible, the open remaining amount is shown.
- If an invoice is overdue, create a Mahnung (payment reminder) (level 1 to 3, optionally with a reminder fee). The AI suggests a suitable text, which you check before sending.
- Use Online-Zahlung (Online payment) to generate a payment link for the customer and copy it to the clipboard.