Blog
Discover our latest articles on invoice and payment management in Switzerland.
Invoicing for micro-enterprises: simplifying your obligations
Micro-enterprises in Switzerland benefit from simplified accounting and tax obligations, particularly regarding invoicing and VAT. This practical guide details the simplified rules that apply, the minimum mandatory information and the thresholds you need to know to remain compliant without unnecessary complexity.
Invoicing obligations for foreign companies operating in Switzerland
Foreign companies conducting business in Switzerland must comply with strict legal obligations regarding invoicing and VAT. From tax registration to mandatory invoice information, including the Swiss QR-bill, this guide details the rules you need to know to remain compliant.
Invoicing and GDPR compliance for SMEs
Invoicing involves processing sensitive personal data. For Swiss SMEs and freelancers, understanding and applying GDPR principles is not optional: it's a legal obligation that protects your clients and your business.
How to manage deposits and proforma invoices in your accounting
Deposits and proforma invoices facilitate cash flow management on large projects, but their accounting and VAT treatment raises questions. This practical guide explains how to correctly invoice partial payments, manage the final balance and avoid common mistakes in Switzerland.
Invoicing and legal obligations for associations
Associations in Switzerland must comply with accounting and tax obligations defined by the Code of Obligations. Depending on their size and activities, they may be subject to VAT or benefit from specific exemptions. This guide details the invoicing rules, mandatory information and best practices for managing your association in full compliance.
Electronic invoicing and ISO 20022 standards
The ISO 20022 standard structures financial data exchanges in Switzerland, particularly through the QR-invoice. Understanding this standard ensures your invoices are compliant and facilitates automatic bank reconciliation. This guide explains the essential technical elements and how to create compliant invoices.
Unpaid invoices: preventing and managing disputes
Unpaid invoices directly threaten your company's cash flow. Proactive management helps limit risks and recover your receivables effectively. Discover the concrete steps to prevent unpaid invoices and manage disputes according to Swiss legal procedures.
How to manage purchase invoices and optimise your cash flow
Managing your purchase invoices properly is essential for controlling your cash flow. Rigorous tracking helps you avoid payment delays, optimises your supplier relationships and gives you a clear view of your expenses. Discover how to implement an effective system tailored to your business.
SaaS invoicing: managing subscriptions and recurring payments
SaaS businesses face unique invoicing challenges: recurring subscriptions, complex customer lifecycles and VAT management. This guide explores subscription models, recurring payment automation and essential tools for effectively managing your SaaS invoicing in Switzerland.
How to integrate a CRM with your invoicing software
Connecting your CRM to your invoicing software allows you to centralise customer data and automate invoice creation. This practical guide explains the different integration methods, the concrete steps to connect your tools, and how to avoid common mistakes.
Automating client reminders: save time and reduce unpaid invoices
Late payments threaten your cash flow and waste precious time. Automating client reminders allows you to send reminders at the right moment without manual intervention. Discover how to configure your automatic reminders, create effective workflows and reduce your unpaid invoices.
International invoices: VAT and compliance for foreign clients
Invoicing foreign clients requires mastering the specific VAT rules for each geographical area and complying with strict documentary obligations. This guide details exemption mechanisms, country-specific formalities and mandatory documentation to ensure compliance of your international invoices.