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.
- Delivery notesFrom the order or the invoice, also for partial deliveries – without prices, with a field for the signature. The delivery note takes the goods out of stock; the invoice afterwards does not do it again.
- 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.
- Partial invoices and final invoiceFrom the finalised order, a down payment as a percentage or an amount – as many as you need. The final invoice bills the whole order and deducts each partial invoice per VAT rate: together exactly the order, on every revenue account and in the VAT.
- Invoices in eurosWith a QR payment part in EUR. Posted in francs at the rate of the invoice date, the payment at the rate of the payment date – the difference goes to exchange gain or loss by itself.
- Online paymentA link on the invoice and reminder: your customer pays the open amount by card or TWINT via your own Stripe account. Buchify posts the payment and the fee itself; the QR payment part stays.
- Notification when paidThe Buchify app lets you know as soon as an invoice is paid – from the bank statement or online by card and TWINT.
- 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.
- Projects and time trackingRecord time on a project – you, your team or staff in their own area. Open time becomes a draft invoice. Invoiced time is locked and never ends up on an invoice twice.
- Till for your shopSell on your phone or tablet: tap items, cash with change, card through your own terminal or TWINT, the receipt as a PDF. In the evening you count the cash – the day goes into the books as one entry, the sales into the VAT return. More about the till →
- Recurring invoicesSubscriptions invoice themselves. You see what’s coming up and step in whenever you want.
- Freely adjustable dunningDays, fee and default interest per level, 1st and 2nd reminder can be switched off, plus a minimum amount and a minimum interval. 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.
- Stock and stocktakeStock per item with minimum stock and cost price. Till, delivery note and invoice take goods out of stock automatically; you count the stocktake on the device or on paper, and the inventory goes onto the balance sheet at the cut-off date.
- 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.