Sales — overview

The Sales module covers the complete commercial cycle for Swiss SMEs: quotes, orders, invoices, credit notes and payment tracking. Everything respects Swiss-specific rules (QR-bill, ESR, VAT) and connects directly to the Accounting ledger.

What's included

• Quotes — versioned, with revision history and customer-side approval.
• Orders — optional intermediate step for SMEs that confirm before invoicing.
• Invoices — country-specific lifecycle (CH/DE/FR/IT), QR-bill on every Swiss invoice, multi-language templates.
• Credit notes — partial or full, automatically linked to the original invoice.
• Payments — recorded manually or matched automatically from bank feeds.

Swiss-specific features

• QR-bill generated on every invoice, with the right Reference / ESR based on the customer record.
• MWST / VAT rates per line item, with 2025 rates pre-loaded (8.1% standard, 2.6% reduced, 3.8% hospitality).
• Multi-currency for export — CHF base, plus EUR/USD/GBP with daily FX from the SNB.

Lifecycle and approvals

Every entity (quote, invoice, credit note) follows a defined lifecycle. For example an invoice transitions: draft → ready_to_send → sent → paid → closed. Each transition can require approval depending on your configuration (e.g. amounts above CHF 10k need a second approver).

Where to go next

• Quotes — create, send, get approved
• Invoices — issue, send via email, follow up
• Payments — record manually or automate via bank feed
• Credit notes — issue partial or full credit