All features
Finance
From quote to paid invoice — to Swiss standards
Quotes, orders, invoices and credit notes with correct VAT rates, automatically numbered and fully documented.
kailua-packages.ch/finanzen
Quotes
Invoices
Credit notes
Reports
RE-2026-0041 — Muster AGOpen · CHF 2'480.00
AN-2026-0018 — Beispiel GmbHQuote sent
RE-2026-0039Paid
1
One click from quote to invoice
Line items, prices and contact details carry over automatically at every step.
2
Swiss VAT rates built in
8.1%, 2.6%, 3.8% or 0% – subtotal, VAT and total are calculated automatically.
3
A clear status at all times
Open, partially paid, paid, overdue or cancelled at a glance.
4
Linked to CRM and events
Choose recipients directly from the CRM, turn event budgets straight into an invoice.
Features in Finance
Document workflow: quote → order → invoice → credit note
Automatic invoice numbering with a configurable format
Line items with quantity, unit price, VAT rate and discount
Automatic calculation of subtotal, VAT and total
Invoice status from draft to overdue
Credit notes automatically linked to the original invoice
PDF generation and sending directly by email
Configurable payment terms, e.g. 30 days net
Invoicing the way it should be
We show you the path from quote to paid invoice using an example of your own.