Sales
Quote, invoice, reminder
The path from offer to incoming payment, without you typing a line item twice.
- Quote → order → invoiceOne document becomes the next. Line items, customer and terms come along.
- Swiss QR-billPayment part and receipt to SIX specifications, with QR-IBAN and reference or with IBAN. Every bank can read it.
- Draft with previewA draft has no number and no QR payment part — it can’t pretend to be anything. It’s finalised at the push of a button.
- Finalised means finalisedThe PDF is created once, with a checksum. A later change of address doesn’t touch any old invoice — that’s what the GeBüV requires.
- Credit notesAs a document type of their own, linked to the invoice.
- Sending by emailIn the customer’s language — German, French, Italian, English — with the PDF attached.
- Documents in four languagesInvoice, quote, order confirmation, credit note and reminder in the customer’s language — including the QR payment part with the wording prescribed by SIX.
- Recurring invoicesSubscriptions invoice themselves. You see what’s coming up and step in whenever you want.
- Three-level dunningYour own deadlines, fees and default interest for each level. The reminder run prepares, you approve. Customers can be blocked.
- Logo on the documentUpload it once, and it’s on every invoice and every reminder.
- Payment terms per customerThirty days by default, ten for one customer, sixty for another.
Master data
Customers and items
What you enter once appears correctly on every document — and comes from the shop by itself.
- Company and personFor business customers, both appear in the address: the company on top, the contact person below.
- UID with check digitCHE numbers are checked as you type. A transposed digit gets noticed by you, not by the recipient. Foreign numbers go through.
- Import contactsFrom a CSV file — including the export from another program. Columns are recognised, duplicates reported.
- Search, filter and sort in every list“muller” finds Müller, “079” finds +41 79. Typing filters without waiting; a click on the column sorts.
- Items as templatesPrice, unit, VAT rate and revenue account per item — a line item is one click.
- Items from the shopThe Pixify shop sends its catalogue. You maintain name and price there; revenue account and deactivation stay here.
- Language per customerGerman, French, Italian or English — email and document use it automatically.
- Deactivate instead of deleteA customer with documents doesn’t vanish. They leave the lists; the books stay complete.
How an invoice is created
- Choose a customerOr add a new one – with UID check and language.
- Line itemsFrom your items or free text. VAT rate and revenue account come along.
- PreviewThe draft shows what the PDF will look like – still without a number.
- Finalise & sendNumber, QR payment part, PDF with checksum – and out by email.
Questions about invoices
Is the QR-bill really bank-compliant?
Buchify generates the Swiss QR Code according to the SIX Implementation Guidelines, with payment part and receipt in the prescribed format — with QR-IBAN and reference or with a regular IBAN.
In which languages do invoices go out?
German, French, Italian or English – set per customer. Invoice, quote, order confirmation, credit note, reminder and the accompanying email use that language automatically, including the wording SIX prescribes for the QR payment part. The app as well: everyone chooses their language in the app, and a new company gets its chart of accounts in its language.
Can I bring over my existing data?
Yes. From bexio we bring over the whole financial year – contacts, journal, opening balances, customer and supplier invoices – first as a preview, then without duplicates. From other programs, customers come via CSV. How switching works →
Your first invoice in ten minutes.
Open an account, enter your company and IBAN, write an invoice. 30 days free, with all features.