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Tutorial: Create Swiss QR invoices with and without ISR and download or send them as PDF. For Europe, create QR invoices with the GiroCode.
Content
Creating a Swiss QR Invoice is very easy in CashCtrl. To generate the normal QR code, the information from the red previous payment slip is sufficient. For this, a location with address and IBAN must be defined in the organization. Everything else happens automatically.
If no bank account details have been entered yet, do so under Settings Locations or directly at the top via Organization Locations. The bank account details can be entered here.
If only an IBAN is entered, but no QR-IBAN, CashCtrl will automatically generate a reference number according to ISO-11649 standard. So to use reference numbers the QR- IBAN is not mandatory.
Confirm with Save.
QR-IBAN: In order to work with a Swiss ESR reference number, a QR-IBAN must be created. This can be provided by the financial institution.
QR reference / ESR-ID: The QR reference has 27 digits, or 26 digits + check digit. The first digits in the QR reference are zeros by default. Optionally, the user's own ESR ID, or whatever is desired, can be entered for the first 1-8 digits. But this is optional, otherwise just leave the field empty.
To display the QR code with the payment part on documents, a corresponding document template must be selected that has the abbreviation QR in its name. The following standard templates are available:
To use the document template with QR Code by default for all new documents, you can select a document template via Settings Document templates. Click on Edit and check the box "Use as default template" in the configuration - done.
For each order category (such as offer, invoice, etc.) a separate document template can be defined. This is possible via Orders sales configuration. There edit the category and select the document template.
If invoices are to be sent to other European countries (within Europe, e.g. to Germany), the European QR invoice with the GiroCode can also be used. The only requirement is that the invoice is issued in euros.
The QR Invoice Europe is configured and used in exactly the same way as the Swiss QR Invoice. The following document templates are available for selection:
