Set up the Swiss QR-bill

With the QR-bill, Univents can attach the Swiss QR payment part to every invoice. It is an extra last page with a receipt and a payment part including the Swiss QR code, a scissors line and the note “Separate before paying in”. Your customer scans the code in e-banking or pays at the counter. Amount, account and reference are already filled in.

What you need

• Currency CHF or EUR for your workspace.
• A Swiss or Liechtenstein IBAN or a QR-IBAN.
• Company name, postcode, town and country in your company details.

How to set it up

1. Open Settings → Company and go to the Bank details section.
2. Enter your IBAN. If your bank gave you a QR-IBAN, enter it in the QR-IBAN (optional) field.
3. If needed, enter the BESR ID (from your bank, optional). The field only appears once a QR-IBAN is entered.
4. Turn on Attach QR payment part to invoices.
5. Save the company details.

The switch stays greyed out while something is missing. The note below it tells you exactly what, for example postcode, town, country or a suitable IBAN.

QR-IBAN or regular IBAN

• With a QR-IBAN every invoice gets a QR reference (27 digits). Most Swiss banks prefer this variant.
• With a regular IBAN every invoice gets an RF reference (creditor reference per ISO 11649).

If you typed a QR-IBAN into the regular IBAN field by mistake, Univents recognises it and treats it as a QR-IBAN. If a regular IBAN is entered in the QR-IBAN (optional) field, Univents shows an error. A QR-IBAN has a number between 30000 and 31999 in positions 5 to 9.

BESR ID

You only need the BESR ID if your bank requires it. It usually has 6 digits and you find it in your e-banking. Univents puts it at the start of the QR reference.

What your customer receives

• An extra last page in the invoice PDF with receipt and payment part.
• The amount is the open amount at the time the PDF is created. Payments already received and partial credit notes are deducted.
• The reference stays the same when the PDF is created again. It never changes.
• The invoice number appears on the payment part as additional information.

When no payment part appears

• In the preview of a draft without an invoice number.
• On an invoice that is already paid (open amount 0).
• On a cancelled invoice.
• When company details are missing or the bank account does not fit.

If the payment part is missing although the switch is on, the invoice shows a note with the reason. The payment part never disappears silently.

If you switch from a QR-IBAN to a regular IBAN (or the other way round) after the first payment part, the reference already issued no longer fits the account. No new payment part appears for that invoice, and the note explains why.

Good to know

• Payment reminders attach the original invoice PDF. The payment part in it shows the amount at the time of the invoice.
• Automatic matching of incoming payments via the reference is not available yet. You keep assigning payments as usual.
• The chat can change your bank details, but only after you have confirmed the change.

You can find more about company details in the article Maintain your company details.