Swiss invoicing and payroll

How a Swiss business sends QR-bill invoices, follows its payments and pays its team.

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The story

  1. Owner

    The owner sets the document prefixes and counters once, and unpaid Swiss-franc invoices carry a correct QR-bill payment slip.

    Numbering, templates and QR-bill - Control your document numbers and the Swiss payment slip.
  2. Owner

    A quote carries its own number and expiry date. In Switzerland, a proforma becomes the invoice itself when the customer agrees.

    Quotes and proformas - Offer first, invoice when they say yes.
  3. Owner

    Each finished visit gets a draft invoice. The owner checks it and approves it, and nothing is posted or sent without a person.

    Bill finished visits automatically - A checked draft invoice is waiting when the job is done.
  4. Owner

    Lines carry a quantity, a price and a VAT rate. Posting gives the invoice its number and locks it, and the PDF goes out in English, German, Italian or French.

    Invoices - Create, send and get paid.
  5. Owner

    A posted invoice is never edited. A mistake is fixed with a credit note, and what will never be paid is written off. The original stays on record.

    Credit notes, corrections and write-offs - Fix a posted invoice without editing it.
  6. Owner

    Each payment is recorded once against its invoice and gets a numbered receipt. Late invoices are reminded by email.

    Payments, receipts and reminders - Record the money, keep the receipts, chase late ones.
  7. Owner

    Three checks close the month: who owes what and for how long, which invoices no visit backs, and which visits no invoice bills.

    Aging, coverage and unbilled checks - Three month-end questions, answered on screen.
  8. Owner

    The Compliance Center warns about invoice problems such as a QR-bill issue or a gap in numbers, and tracks the employer duties for the country with a deadline calendar.

    Compliance checklist and deadlines - Know what is due and what is wrong before it costs you.
  9. Field staff

    Each person signs their month of hours and a manager approves it. A reopened month can be corrected and signed again.

    Monthly hours sign-off - Workers sign their month, you approve it.
  10. Owner

    The owner opens a payroll run for the pay period. Heyva calculates a payslip for each staff member, and approving the run locks them.

    Payroll and payslips - Swiss payslips, checked before you pay.