Invoicing
Create professional Swiss invoices with QR code.
Overview
Invoicing in Slonge Billing offers:
- Swiss QR Invoice: Automatically generated QR payment part
- PDF Export: Professional invoices as PDF
- Email Delivery: Send directly to clients
- Scheduling: Plan invoices in advance
- Status Tracking: From draft to paid
Permissions
| Role | View Invoices | Manage Invoices |
|---|---|---|
| Employee | ❌ | ❌ |
| Accountant | ✅ | ✅ |
| Administrator | ✅ | ✅ |
Creating an Invoice
Step by Step
- Navigate to Invoices
- Click on New Invoice
- Select:
- Project: The project to bill
- Time Entries: Select unbilled hours
- Material Costs: Select unbilled materials
- Review the preview
- Click Create Invoice
Invoice Details
| Field | Description |
|---|---|
| Invoice Number | Automatically generated (prefix + sequential) |
| Invoice Date | Date of invoicing |
| Due Date | Calculated from payment terms (settings) |
| Amount | Sum of all line items |
| Notes | Additional notes on the invoice |
Invoice Status
| Status | Meaning | Next Action |
|---|---|---|
| draft | Draft | Edit or send |
| scheduled | Scheduled for sending | Wait for send date |
| sent | Sent to client | Wait for payment |
| paid | Paid | Completed |
| overdue | Overdue | Send reminder |
Changing Status
- Open the invoice
- Click on the status action (e.g., "Mark as paid")
Swiss QR Invoice
Slonge Billing automatically generates the Swiss QR payment part:
Requirements
In Settings must be configured:
- IBAN or QR-IBAN: Your bank details
- Company Address: Complete address
Reference Types
| Type | Description |
|---|---|
| NON | No reference |
| QRR | QR reference (with QR-IBAN) |
| SCOR | Creditor Reference (with standard IBAN) |
QR Code
The QR code contains:
- Recipient data (your company)
- Amount and currency
- Reference number
- Payee
PDF Export
Single Invoice
- Open the invoice
- Click on Download PDF
PDF Content
The PDF contains:
- Header with logo and company data
- Client address
- Invoice details
- Line items (time + materials)
- Total amount incl. VAT
- QR payment part (bottom)
Email Delivery
Sending an Invoice
- Open the invoice (status: draft or scheduled)
- Click on Send by Email
- Verify the recipient email
- Click Send
The invoice is sent as a PDF attachment.
Requirements
- Client has an email address
- Email settings are configured (system level)
Invoice Scheduling
Automatic Billing
Schedule regular invoices:
- Create the invoice as a draft
- Click on Schedule
- Select the send date
- The invoice is automatically sent
Billing Schedule (Settings)
In settings you can define:
- End of Month: Invoices at month end
- Bi-weekly: Every 14 days
- Weekly: Every week
- Custom: Your own schedule
Related Features
- Projects – Time entries and material costs
- Accounting – Book invoices
- Settings – Invoice options
Frequently Asked Questions
Can I cancel a sent invoice?
Change the status to "draft" and create a new version or credit note.
How do I change the invoice prefix?
Under Settings > Invoice Options you can adjust the prefix.
Why is the QR code missing?
Check if IBAN and company address are complete in settings.
Can I create invoices in other currencies?
Yes, the currency is taken from the project. Supported: CHF, EUR, USD.
How do I send a reminder?
Change the status to "overdue" and resend the invoice by email.