Getting Started with Slonge Billing
Welcome to Slonge Billing – your Swiss solution for invoicing and accounting.
Overview
Slonge Billing is a cloud-based software for small and medium enterprises (SMEs) in Switzerland. The platform offers:
- Client Management: All your clients in one place
- Project Management: Projects with time tracking and material costs
- Invoicing: Swiss QR invoices with PDF export
- Expense Management: Capture receipts with AI-powered text recognition
- Accounting: Double-entry bookkeeping according to Swiss SME standards
- Reports: Balance sheet, income statement, and exports
User Roles
There are three user roles with different permissions:
| Role | Description | Main Functions |
|---|---|---|
| Employee | Basic time and expense tracking | Record time, manage own expenses |
| Accountant | Extended financial access | All employee functions + accounting, invoices, clients |
| Administrator | Full access | All functions + users, settings, billing |
First Steps
1. Explore the Dashboard
After login, you land on the dashboard. Here you see:
- Quick Actions: Capture receipt, new expense, projects
- KPIs: Your key metrics at a glance
- Recent Activities: Recently created expenses and invoices
2. Set Up Company Data
Go to Settings and complete:
- Company name and address
- IBAN or QR-IBAN for invoices
- VAT number (if VAT-registered)
- Default hourly rate
3. Create Your First Client
- Click on Clients in the navigation
- Click on New Client
- Fill in the contact details
- Save the client
4. Create Your First Project
- Go to Projects
- Click on New Project
- Select the client
- Define the hourly rate
- Add stories/tasks
5. Record Time
- Open a project
- Select a story
- Click on Record Time
- Enter date, hours, and note
6. Create an Invoice
- Go to Invoices
- Click on New Invoice
- Select project and unbilled entries
- Generate the invoice with QR code
Quick Actions (Mobile)
On mobile devices, you'll find quick actions directly on the dashboard:
- 📷 Capture Receipt: Take a photo and use AI text recognition
- ➕ New Expense: Record an expense manually
- 📁 Projects: Go to project overview
Keyboard Shortcuts (Desktop)
| Shortcut | Action |
|---|---|
Ctrl/Cmd + K | Open quick search |
N | Create new item (context-dependent) |
Next Steps
Frequently Asked Questions
How do I invite more users?
As an administrator, you can invite new team members via email under Settings > Users.
Can I change the language?
The app is currently in German. English documentation is available.
Where can I find my invoices?
All invoices can be found under Invoices in the main navigation.