Informal Invoice for Switzerland

Informal Invoice Template for Switzerland

An informal invoice is a simplified billing document used in Swiss business transactions that meets the basic requirements of Swiss commercial law while maintaining a less formal structure than a full commercial invoice. It serves as a legally valid request for payment under Swiss law, particularly the Code of Obligations (OR), and must include essential elements such as clear identification of parties, itemized services or goods, payment terms, and VAT information where applicable. While informal in nature, it still needs to comply with Swiss accounting standards and tax regulations, making it suitable for smaller businesses and straightforward commercial transactions.

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What is a Informal Invoice?

An Informal Invoice is commonly used in Swiss business operations when a simplified billing format is appropriate while still maintaining legal compliance. This document type is particularly useful for small businesses, freelancers, and service providers who need to bill clients without the complexity of a formal commercial invoice. Under Swiss law, particularly the Code of Obligations and VAT regulations, an Informal Invoice must still include certain essential elements such as party identification, service/product details, and payment terms. The document serves as official proof of a business transaction and can be used for accounting and tax purposes, though it takes a more streamlined approach compared to formal invoices. It's especially suitable for one-time services, smaller transactions, or ongoing business relationships where a more casual but still professional approach is appropriate.

What sections should be included in a Informal Invoice?

1. Invoice Header: Contains invoice number, date, and clear marking as 'Invoice'

2. Seller Information: Full business name, address, contact details, and any registration numbers

3. Buyer Information: Client's full name, address, and any relevant reference numbers

4. Service/Product Details: Itemized list of products or services, quantities, unit prices, and descriptions

5. Payment Information: Total amount, payment terms, due date, and bank account details

6. VAT Information: VAT number (if applicable) and VAT amount breakdown

What sections are optional to include in a Informal Invoice?

1. Purchase Order Reference: Include when the invoice relates to a specific purchase order or contract

2. Delivery Details: Add when physical goods are being invoiced, including delivery date and address

3. Discount Terms: Include when offering early payment discounts or other special pricing arrangements

4. Project Reference: Add for project-based work to link the invoice to specific projects or phases

5. Currency Information: Include when dealing with international transactions or multiple currencies

6. Late Payment Terms: Add when specific penalties or interest charges apply for late payment

What schedules should be included in a Informal Invoice?

1. Detailed Time Sheet: For service-based invoices, providing breakdown of hours worked

2. Delivery Note: For goods-based invoices, confirming delivery details and recipient acceptance

3. Price Calculation Sheet: When complex pricing or multiple components need detailed explanation

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

Professional Services

Consulting

Retail

Manufacturing

Construction

Information Technology

Creative Industries

Healthcare

Education

Real Estate

Transportation

Hospitality

Agriculture

Financial Services

Relevant Teams

Finance

Accounting

Sales

Operations

Administration

Billing

Accounts Receivable

Treasury

Business Operations

Revenue

Relevant Roles

Freelancer

Small Business Owner

Accountant

Bookkeeper

Financial Controller

Office Manager

Business Administrator

Sales Manager

Project Manager

Finance Director

Accounts Receivable Specialist

Independent Contractor

Consultant

Operations 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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