Billing Statement for Switzerland

Billing Statement Template for Switzerland

A Swiss billing statement is a formal financial document that complies with Swiss Code of Obligations and VAT requirements, detailing the charges for goods delivered or services rendered. It serves as both a payment request and a tax document, incorporating all mandatory elements required under Swiss law, including detailed company information, VAT numbers, precise itemization of charges, and specific payment terms. The document must meet strict Swiss regulatory requirements for business record-keeping and financial documentation while providing clear and transparent billing information to the recipient.

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What is a Billing Statement?

A Billing Statement under Swiss law is a crucial commercial document used to request payment for goods or services while ensuring compliance with Swiss regulatory requirements. This document type must adhere to the Swiss Code of Obligations (OR/CO) and Federal Act on Value Added Tax, incorporating specific elements such as VAT numbers, detailed company information, and precise itemization. The Billing Statement serves multiple purposes: it acts as a formal payment request, provides tax documentation, and forms part of the mandatory business records required by Swiss authorities. It is essential for both domestic and international transactions involving Swiss entities, requiring careful attention to format and content to ensure legal validity and tax compliance.

What sections should be included in a Billing Statement?

1. Company Information Header: Billing company's full legal name, address, registration number, and VAT number

2. Customer Information: Full name and address of the customer being billed

3. Invoice Details: Invoice number, date of issue, and any reference numbers

4. Service/Product Description: Clear itemization of products or services being billed

5. Quantity and Unit Pricing: Number of units and price per unit for each item

6. Subtotal Calculation: Sum of all items before tax and other adjustments

7. VAT Details: VAT rate applied and total VAT amount

8. Total Amount Due: Final payable amount including all taxes and adjustments

9. Payment Terms: Due date and accepted payment methods

10. Payment Instructions: Bank account details or other payment information

What sections are optional to include in a Billing Statement?

1. Discount Information: Details of any applicable discounts or special pricing conditions

2. Installment Terms: Include when payment is to be made in installments

3. Service Period: For recurring services, specify the period covered by the bill

4. Purchase Order Reference: When billing is related to a specific purchase order

5. Special Notes: Any special conditions or important information specific to this bill

6. Contact Information: Specific contact person or department for billing queries

7. Late Payment Terms: Information about late payment fees and consequences

What schedules should be included in a Billing Statement?

1. Detailed Time Sheet: For time-based services, breakdown of hours and activities

2. Item Breakdown: Detailed list of individual items for complex orders

3. Rate Card: Reference of standard rates applied to the billing

4. Discount Calculation: Detailed calculation of applied discounts

5. Tax Calculation: Detailed breakdown of tax calculations for multiple rates or jurisdictions

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

Switzerland

Publisher

Genie AI

Document Type

Invoice Form

Sector

Sales

Cost

Free to use
Relevant Industries

Retail

Professional Services

Manufacturing

Technology

Healthcare

Construction

Financial Services

Education

Consulting

Hospitality

Real Estate

Telecommunications

Utilities

Transportation

Legal Services

Relevant Teams

Accounts Receivable

Finance

Accounting

Treasury

Tax

Credit Control

Revenue Operations

Billing Operations

Collections

Financial Planning & Analysis

Relevant Roles

Accounts Receivable Manager

Billing Coordinator

Finance Manager

Accounting Clerk

Financial Controller

Credit Controller

Accounts Manager

Billing Administrator

Finance Director

Tax Accountant

Bookkeeper

Chief Financial Officer

Revenue Manager

Collections Specialist

Treasury Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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