Swiss QR-invoice and Odoo - How do I do it?
Since 2020, the use of a QR code has been compulsory in Switzerland for certain invoices, particularly those that follow the ‘QR-facture’ payment system. This invoice, which includes a payment section and a receipt, can also be recognised by its QR code containing a Swiss cross. We'll explain the steps you need to take below to activate this Swiss QR code and standardise and simplify your payments. We also invite you to watch a video presenting these elements in detail, accessible via the following link.
Steps to follow
Prerequisite configuration
To generate an invoice with a Swiss QR code, you first need to check four elements in your database.
1. Company address
Your company's address must be set to Switzerland (Street, Town, Postcode, State, Country). This information can be found in Settings > General settings > Companies. If you haven't already done so, you can update your company details by making sure you register a Swiss address.
2. Contact address
The address of the customer for whom you are going to generate the invoice must also be set to Switzerland. To do this, go to the Contacts application and make sure that the country in the customer's file is Switzerland.
3. Bank details
In your bank journal, you need to enter your (Swiss) bank details. Fill in the account number, the QR-IBAN and the bank (name + BIC). The QR-IBAN differs from the standard IBAN in that the value of the bank identifier (QR-IID) is between 30000 and 31999. This QR-IBAN is used to generate a QR reference on your invoice. This QR-IBAN is sent to you by your bank.
4. 'Customer invoices’ journal settings
Lastly, in the ‘Customer invoices’ log, you need to configure the Payment references in the ‘Advanced settings’ tab. The Reference Type must be set to ‘Based on invoice’, and the Reference Standard to ‘Switzerland’.
Creating an invoice
Now that everything is correctly configured in your database, you can move on to creating your invoice in Odoo (via your Sales or Accounting/Invoicing application). Once generated, your invoice will include all the essential information to facilitate payment, i.e. a payment section, a receipt and a Swiss QR-Code with all the useful information.
Your turn to play!
By following these steps, you'll be able to generate Swiss-compliant invoices and simplify the payment process for your customers.
As a reminder, a video reviewing all these configurations is available here, on our channel, Nalios Academy :
To the video
We encourage you to watch it for a thorough understanding and successful implementation.