Blog
Discover our latest articles on invoice and payment management in Switzerland.
Managing customer billing disputes
Is a customer contesting your invoice? This isn't a simple payment delay. A billing dispute requires a specific approach: listening, analysis, amicable resolution and, if necessary, legal procedures. Discover how to manage customer disputes whilst preserving the business relationship.
Invoicing for construction trades: specifics and pitfalls
Invoicing in construction has unique specifics: deposits, progress invoices, final statements and VAT management on ongoing works. This practical guide explains how to invoice your sites correctly, avoid accounting pitfalls and secure your cash flow.
Managing rejected quotes: should you archive them and how?
A rejected quote is not a lost opportunity. Structured archiving of your unaccepted quotes allows you to meet your legal obligations, analyse your commercial failures and follow up at the right time. Discover how to transform these rejections into opportunities.
How to reduce DSO (average customer payment period)
DSO (Days Sales Outstanding) measures the average time between issuing an invoice and receiving payment. A high DSO directly impacts your cash flow and limits your investment capacity. Discover practical methods to reduce your payment periods, optimise your reminders and improve your cash flow.
Cost price: how to calculate it to set your rates
Setting a selling price without knowing your cost price is like navigating blindly. This guide explains how to accurately calculate your fixed and variable costs, determine your unit cost price and define a margin that ensures the profitability of your business.
Break-even point: when do you become profitable?
The break-even point determines the minimum turnover needed to cover all your costs. Knowing this break-even point allows you to manage your business, set realistic sales targets and assess the impact of your decisions on profitability. This guide explains how to calculate it and use it in practice.
Difference between revenue, profit and cash flow
Revenue, profit, cash flow: three terms often confused that measure very different realities. Understanding this distinction is essential to manage your business and avoid unpleasant financial surprises. Here's how to differentiate between these three key indicators.
Profit and loss statement: understanding your business profitability
The profit and loss statement measures your business profitability over a given period by comparing your income and expenses. Unlike your bank balance, it reveals whether your business is actually generating profits. Understanding this accounting document allows you to manage your business with clarity.
How to read and understand a balance sheet simply
The balance sheet is an essential document for understanding your company's financial health, but it can seem complex at first glance. This guide explains simply how to read and interpret a balance sheet by deciphering assets, liabilities and the key indicators to monitor.
Client subscription management: reducing churn through invoicing
A client who leaves because of an invoicing problem is an avoidable failure. Unmanaged payment failures, illegible invoices and inappropriate reminders drive away your subscribers. Discover how to optimise your invoicing to reduce churn and retain your clients.
Financial dashboard: what to track each month?
A monthly financial dashboard allows you to manage your SME with concrete data rather than intuition. Discover which indicators to track each month to control your cash flow, profitability and make the right decisions at the right time.
Revenue forecasting: methods for Swiss SMEs
Forecasting your revenue allows you to anticipate cash flow needs and make informed decisions. Discover 4 forecasting methods tailored to Swiss SMEs, how to build 3 realistic scenarios and avoid common mistakes that distort your projections.
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