Generate invoices including payment slip (almost) automatically with bexio*.
Creating and filling out payment slips doesn’t have to be tedious and time-consuming. With a cost-effective business software solution for SMEs and start-ups such as bexio, invoices with payment slips can be created online - quickly and easily. Print your invoices with the corresponding payment slips, or simply send them by e-mail.
More good reasons to create your payment slips online can be found below.
Need more information about Swiss payment slips?
There are several different ways of producing orange payment slips with reference numbers (ESRs):
Regardless of whether a payment slip is pre-printed, created from a template or produced by yourself, the most important information that it contains is surely the reference number.
The 27-digit reference number must either be written in manually, or automatically generated by your accounting software so that it appears on the payment slip.
As soon as the payment is received in your Postfinance or bank account, you will see the following information:
You will NOT see the name of the person or company that made the payment. Regardless of whether the payment slip was pre-printed or created by yourself, the name can only be determined by means of the reference number!
The greatest advantage of using accounting software is clear – it allows you to automatically cross-reference names and reference numbers that would otherwise need to be laboriously matched by hand from your records. You can always see at a glance which invoices have already been paid and which invoices are still open.
The following tasks are performed automatically for you by the accounting software:
The reference numbers of pre-printed orange payment slips are arranged in ascending order.
Since banks only provide the reference number and not the name of the person or company who made the payment, if you are using pre-printed payment slips, it is enormously important to maintain a list (in an Excel spreadsheet. for example) of names and the corresponding 27-digit reference numbers, so that when payments are received, you know by whom they were made.
If you create your invoices with accounting software, manual processing is unnecessary: reference numbers are allocated automatically, which also allows reconcilations to be performed automatically, and avoids the possibility of typos or oversights.
Business software like bexio allows reference numbers and amounts received to be reconciled effortlessly; it is no longer necessary to perform time-consuming manual reconciliations between your records and your bank transactions.
If a credit matches the amount invoiced, it is booked as a payment received. The invoice status automatically changes to "Paid". If a customer pays too much, bexio automatically credits the customer's account.
Generating invoices with payment slips by means of an accounting program is easy and fast, particularly if you usually expend a great deal of time and effort on creating them manually. The invoices generated by the program can be printed and sent by post, or issued online by e-mail.
Which invoices have been paid, and which payments are still open? Accounting software allows debitor accounts to be reconciled automatically when the appropriate amount is received, so you always know which invoices have been paid without checking manually.
If an invoice isn't paid on time, it may be necessary to send out a reminder with another payment slip. If you use pre-printed payment slips, you now need to record two different reference numbers manually in order to ensure faultless reconcilation. Accounting software can help you here as well, by generating a reminder and payment slip that would otherwise have to be created laboriously by hand, and by performing the ensuing reconciliation between the credit received and the open invoice.
N.B.: If you create your ESR payment slips with bexio, the fields above are filled out automatically.
N.B.: If you create your red payment slips with bexio, some of the fields above are filled out automatically.
bexio allows you to create and complete your payment slips (almost) automatically. Data such as your address, the reference number and the code line are filled out completely automatically by bexio and shown on the payment slip, thus saving you valuable time!
Just 3 simple steps and bexio is ready to go:
As soon as you have set up your account, you will be able to generate payment slips with just a few clicks, whenever you like.
Test all the features of bexio, the simple business software for your SME administration.
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