Invoicing

The whole sales cycle: from the offer to the payment received, with invoices that comply with Swiss law.

The cycle of a sale

1. Your records. You enter your clients and your items once, then reuse them in every document.
2. The offer. A quote goes to the client. Once accepted, it becomes an invoice in one click.
3. The invoice. You create the invoice, then send it by email or by post, with its QR-bill.
4. The payment. You record the payments, in full or in part. Late payments are followed in unpaid invoices and dealt with by reminders.
5. Fixing mistakes. A sent invoice can no longer be edited: you correct it with a credit note.

For contracts and large amounts: recurring invoices and payment in instalments. Your clients find their documents in the client portal. Coming from other software? Read Import from bexio.

All guides

• Create and manage your clients Record your clients once, with their address, payment terms and contacts, then find everything you have invoiced them.
• Create your items and their prices Record your products and services with their price, unit and VAT, then add them to your quotes and invoices by typing a few letters.
• Make a quote and turn it into an invoice Create a quote, send it, follow the client’s answer, then turn it into an invoice without entering anything again.
• Create an invoice Create an invoice that complies with Swiss law, with its lines, its VAT and its QR-bill, and understand its statuses from draft to payment.
• Send an invoice Send your invoices by email or by post, give your client access to their portal, or hand over the PDF yourself.
• Set up the QR-bill Paste the IBAN that receives your payments and To Bill does the rest. It recognises the account, chooses the reference and adds the QR-bill to your invoices in francs and in euros.
• Send reminders to a client who does not pay Send payment reminders by hand or automatically, in three levels, with reminder fees and default interest in line with the Code of Obligations.
• Correct an invoice with a credit note Correct a sent invoice by crediting an amount or lines, with the right VAT, then refund the client if needed.
• Invoice automatically every month Create a recurring invoice for a subscription or a maintenance contract, then let To Bill issue and send each invoice on the right date.
• Have an invoice paid in several instalments Split an invoice’s amount into instalments, each with its own due date, then follow what is paid and what is still owed.
• Record your clients’ payments Record a full or partial payment on an invoice, settle small differences and discounts, and find all your collections.
• Follow unpaid invoices See what your clients owe you, sorted by how late it is, check that it agrees with the books and export the open items list.
• The client portal Your clients find their invoices, quotes and credit notes online, download the PDFs, accept a quote and pay online.
• Bring over your data from bexio or other software Bring over your clients, items, open invoices and trial balance from bexio, or from an Excel or CSV file or PDFs.