Blog
Discover our latest articles on invoice and payment management in Switzerland.
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.
Project-based invoicing: managing costs and margins effectively
A project's profitability is determined during the budgeting phase and confirmed through rigorous tracking of actual costs. Between time spent, external charges and direct expenses, mastering project-based invoicing requires method and suitable tools to avoid overruns and preserve your margins.
How to create a compliant invoice in Switzerland: complete guide for freelancers and SMEs
Creating a compliant invoice in Switzerland requires respecting precise mandatory information, integrating a QR-code since 2020 and correctly managing VAT. This complete guide details all required elements, numbering rules and best practices for professional invoicing in full compliance.
Invoice reminder: effective email examples to get paid quickly
Late payments threaten your company's cash flow. A well-worded reminder can make all the difference between quick payment and costly litigation. Discover effective reminder email templates, tailored to each situation, to recover your unpaid invoices without damaging the client relationship.
Free invoicing software: what are the advantages and limitations?
Free invoicing software attracts users with its immediate accessibility, but often hides significant functional limitations and risks for your business. This article objectively examines the advantages and disadvantages of free versions compared to paid solutions, to help you make an informed choice based on your situation.
Artificial intelligence is revolutionising accounting for SMEs
Artificial intelligence is progressively transforming accounting for SMEs, from automatic invoice recognition to cash flow prediction. But between technological promises and reality on the ground, what are the truly useful use cases and the limitations to know for Swiss businesses?
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