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Invoice Form
I need an invoice form that includes fields for itemized billing, VAT calculation, and payment terms. It should be customizable to include my company logo and contact information, and support multiple currencies for international clients.
What is an Invoice Form?
An Invoice Form is a standardized business document used throughout Switzerland to request payment for goods or services. It must include specific details required by Swiss VAT law: the seller's full details, VAT number, date of supply, and a unique invoice number.
Swiss businesses rely on these forms to track financial transactions and comply with federal accounting rules. A properly structured invoice helps companies maintain clear records for tax purposes, while making it easier for clients to process payments through their preferred banking channels. The form typically includes payment terms, IBAN details, and QR-bill information as required by Swiss payment standards.
When should you use an Invoice Form?
Use an Invoice Form whenever you provide goods or services to customers in Switzerland and need to request payment. This document becomes essential as soon as you complete a transaction, from selling products to delivering professional services.
Swiss law requires businesses to issue invoices within 30 days of service delivery. The timing matters particularly for VAT reporting periods and year-end accounting. For recurring services, send invoices at agreed intervals (monthly, quarterly). Many Swiss companies issue these forms immediately after delivery to maintain healthy cash flow and comply with federal bookkeeping requirements.
What are the different types of Invoice Form?
- Standard Invoice: Basic commercial invoice format meeting all Swiss VAT requirements, suitable for most business transactions
- Service Invoice Form: Specialized format for billing professional services, with detailed time tracking and service description sections
- Sole Proprietorship Invoice: Simplified format for individual entrepreneurs, including required self-employed status declarations
- Honorarium Invoice: Specific format for one-time professional fees or speaking engagements
- Sales Receipt Form: Simplified invoice format for immediate retail transactions, including POS details
Who should typically use an Invoice Form?
- Business Owners: Create and send Invoice Forms to customers, ensuring compliance with Swiss VAT regulations and maintaining financial records
- Accountants: Review and process invoices, handle VAT calculations, and ensure proper documentation for tax purposes
- Financial Controllers: Oversee invoice workflows, validate payment terms, and maintain internal control systems
- Customers: Receive and process invoices, arrange payments through Swiss banking channels, and keep records for their own accounting
- Tax Authorities: Monitor invoice compliance, verify VAT reporting, and conduct audits of business transactions
How do you write an Invoice Form?
- Company Details: Gather your full business name, address, VAT number, and contact information
- Client Information: Collect recipient's complete business details, including delivery address and reference numbers
- Transaction Data: List all products or services with precise descriptions, quantities, and unit prices
- Payment Terms: Define payment deadline, IBAN details, and QR-bill information as per Swiss standards
- VAT Calculations: Apply correct VAT rates and show tax amounts separately for each rate category
- Document Control: Generate unique invoice number, include issue date and service/delivery dates
- Format Verification: Use our platform to ensure all mandatory Swiss invoice elements are included correctly
What should be included in an Invoice Form?
- Business Identification: Full company name, address, UID/VAT number, and commercial register details if applicable
- Invoice Details: Unique invoice number, issue date, and service/delivery date as per Swiss Code of Obligations
- Service Description: Clear itemization of goods/services with quantities and unit prices in CHF
- VAT Information: Applicable rates, amounts per rate category, and total VAT amount clearly displayed
- Payment Terms: Due date, IBAN, QR-bill details following Swiss Payment Standards
- Legal Notices: Required statements for specific business types (e.g., sole proprietorship declarations)
- Recipient Details: Complete customer information including delivery and billing addresses
What's the difference between an Invoice Form and a Commercial Invoice?
While Invoice Forms and Commercial Invoice documents may seem similar, they serve distinct purposes in Swiss business transactions. The main differences lie in their scope, legal requirements, and typical use cases.
- Purpose and Usage: Invoice Forms are for domestic transactions within Switzerland, following local VAT rules. Commercial Invoices are specifically designed for international trade, including customs requirements and export declarations
- Required Information: Commercial Invoices need additional elements like country of origin, export codes, and customs declarations. Standard Invoice Forms focus on Swiss VAT compliance and local payment details
- Legal Framework: Invoice Forms follow Swiss Code of Obligations and VAT law. Commercial Invoices must comply with both Swiss and international trade regulations
- Payment Processing: Invoice Forms typically use Swiss QR-bills and local banking systems, while Commercial Invoices often involve international payment terms and multiple currencies
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