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Invoices

Gäld handles the full Swiss invoicing workflow — from draft to payment, with automatic ledger postings and Swiss QR-Bill generation.

Creating an Invoice​

  1. Go to Invoices → New Invoice
  2. Select a customer from your Contacts
  3. Add line items: description, quantity, unit price, VAT rate
  4. Review the totals (excl. VAT, VAT amount, total incl. VAT)
  5. Save as Draft

Drafts can be edited freely. Once you are satisfied, finalize the invoice.

Invoice Lifecycle​

Draft → Finalized → Sent → Paid
                  → Overdue
             → Cancelled
StatusDescription
DraftEditable, not yet posted to ledger
FinalizedPosted to ledger, PDF and QR-Bill available
SentMarked as sent to the customer
PaidPayment recorded, AR cleared
OverdueFinalized but past due date
CancelledReversed with a contra entry

Finalizing an Invoice​

Finalizing the invoice creates a journal entry in the ledger:

Debit   1100  Accounts Receivable    CHF 1,081.00
Credit  3000  Revenue                CHF 1,000.00
Credit  2200  VAT Due (8.1%)         CHF    81.00

Once finalized, the invoice cannot be edited. Use Duplicate to create a corrected copy, or Cancel to reverse it.

Swiss QR-Bill​

Gäld generates a compliant Swiss QR-Bill on every finalized invoice. The QR code encodes your IBAN, amount, and reference number — ready to print and send to your customer.

Download the PDF from the invoice detail page using Download PDF.

Recording a Payment​

When the customer pays:

  1. Open the invoice
  2. Click Record Payment
  3. Enter the payment date, bank account, and amount

This creates the closing entry:

Debit   1020  Bank                   CHF 1,081.00
Credit  1100  Accounts Receivable    CHF 1,081.00

The invoice status changes to Paid.

Partial Payments​

If a customer pays in instalments, record each payment separately. The invoice remains open until fully paid.

Duplicating an Invoice​

Use Duplicate to copy an invoice (e.g. for recurring monthly invoices). The copy is created as a Draft with today's date.

VAT Rates​

Select the appropriate rate per line item:

RateApplies to
8.1%Standard rate — most goods and services
2.6%Reduced — food, books, newspapers
3.8%Accommodation — hotels and lodging
0%Exempt — healthcare, education, exports

See VAT for more on Swiss MWST.