Quick Start Guide

Create Your First Swiss Invoice in 30 Seconds

If you're a Swiss freelancer or self-employed professional, you know invoicing isn't simple. QR codes, VAT rates, structured addresses—Magic Heidi turns this complex process into a 30-second task.

Magic Heidi Mobile Invoicing

If you're a Swiss freelancer or self-employed professional, you know invoicing isn't simple. QR codes, VAT rates, structured addresses, sequential numbering—and that's before you even send your first invoice.

Here's the good news: Magic Heidi turns this complex process into a 30-second task. No accounting degree required.

This guide walks you through creating your first professional, Swiss-compliant invoice from scratch. By the time you finish reading, you'll know exactly how to invoice clients confidently, avoid the compliance errors that plague 30% of Swiss invoices, and get paid faster.

What You'll Need Before You Start

Before creating your first invoice, gather these essential details. Don't worry—you'll only need to enter most of this information once.

🏢
Your Business InfoLegal name, address, phone, email, VAT number (if registered), and IBAN
👤
Client DetailsClient name, complete address in structured format, and email for delivery
📝
Service InformationDescription, date of service, price per item or hourly rate, and quantities

Quick VAT check: Only add VAT to your invoice if your annual turnover exceeds CHF 100,000. Most freelancers starting out won't charge VAT, and that's perfectly legal.

Step-by-Step Process

Creating Your Invoice: 7 Simple Steps

Follow this straightforward process to create professional, compliant invoices every time.

Step 1

Access Invoice Creation

Log into Magic Heidi on desktop or mobile. Click the 'Create Invoice' button on your dashboard—it's prominently displayed. The interface works identically across all devices.

  • Clean, simple form with only essential fields
  • Works on desktop, tablet, and mobile
  • No complicated menus to navigate
Magic Heidi Invoice Dashboard
Step 2

Enter Client Information

Add new clients or select from your saved list. Magic Heidi automatically formats addresses in the structured format required for QR invoices.

  • One-click client selection for repeat customers
  • Auto-formatted structured addresses
  • Compliant with 2026 Swiss banking requirements
  • Client database saved for future invoices
Client Selection Interface
Step 3

Add Invoice Items and Services

Describe what you're invoicing for with clear line items. Perfect for hourly work, project fees, or Tarif 590 therapy sessions.

  • Multiple line items per invoice
  • Automatic total calculations
  • Built-in Tarif 590 support for therapists
  • Flexible quantity and pricing options
Invoice Line Items
Step 4

Configure Payment Details

Magic Heidi automatically generates Swiss QR codes with your IBAN, invoice amount, and payment reference. Clients simply scan to pay—no manual entry required.

  • Automatic QR code generation
  • Flexible payment terms (Net 15, 30, 60, or custom)
  • Compliant with all Swiss payment standards
  • Future-proof through 2026 regulatory updates
QR Invoice Payment
Step 5

Handle VAT Correctly

This is where many Swiss freelancers make expensive mistakes. Magic Heidi simplifies it with automatic calculations and prevents common errors.

  • Automatic VAT calculations (8.1%, 2.6%, 3.8%)
  • Smart detection of registration status
  • Prevents charging VAT when unregistered
  • Your VAT number included when applicable
VAT Management
Step 6

Customize Your Invoice

Add your professional branding while maintaining Swiss compliance. Available in German, French, Italian, and English.

  • Upload your logo and choose brand colors
  • Automatic sequential invoice numbering
  • Multi-language support (4 languages)
  • Custom notes and payment instructions
Invoice Customization
Step 7

Review, Send, and Track

Preview your invoice before sending. Email directly, download as PDF, or print. Track payments and send automatic reminders.

  • One-click email delivery
  • PDF download for manual sending
  • Payment tracking dashboard
  • Automatic payment reminders
Invoice Tracking Dashboard

Why Magic Heidi Keeps You Compliant

Swiss invoicing regulations are strict. Missing elements or incorrect formatting can delay payment or create tax complications. Magic Heidi ensures compliance automatically with every invoice you create.

🔒 Swiss Compliant
🏦 Banking Ready
📊 Tax Approved
🌐 Multi-Language
📋
QR Invoice Standards

Compliant Swiss QR codes with structured addresses through 2026

Mandatory Elements

All legally required information included automatically

🇨🇭
Swiss Data Storage

10-year storage on Swiss servers in Zürich

💰
Correct VAT Rates

Automatic application based on registration status

Common Questions

Everything You Need to Know

Do I really need to charge VAT?

Only if your annual turnover exceeds CHF 100,000 for services in Switzerland. Below this threshold, VAT registration is optional. If you're not registered, never add VAT to your invoices—it's illegal to collect VAT when unregistered.

What if I make a mistake on an invoice?

Create a credit note to cancel the incorrect invoice, then issue a new corrected invoice. Magic Heidi maintains proper documentation of both transactions for tax purposes.

How do clients pay QR invoices?

They open their banking app, select 'Pay,' and scan the QR code on your invoice. The payment amount, your IBAN, and reference number transfer automatically. They just confirm and send. This eliminates payment errors and speeds up payment.

Can I invoice in different languages?

Yes. Create invoices in German, French, Italian, or English. Your Zürich clients receive German invoices while Geneva clients get French versions, all from the same software.

How do I track who hasn't paid?

Your Magic Heidi dashboard shows all outstanding invoices. Filter by 'Unpaid' to see what's overdue. The software can send automatic payment reminders at intervals you choose.

What about Tarif 590 for complementary therapists?

Magic Heidi supports Tarif 590 billing. When adding invoice items, select from Tarif 590 codes. The software maintains updated tariff structures and formats invoices according to complementary medicine insurer requirements.

Start Invoicing Like a Pro Today

You now know exactly how to create professional, compliant Swiss invoices in under a minute. No accounting knowledge needed. No compliance worries. Just straightforward invoicing that works.

The 30-second promise isn't marketing—it's reality. Magic Heidi removes the complexity from Swiss invoicing, letting you focus on your actual work instead of administrative tasks.

Your first month is completely free. No credit card required. Create unlimited invoices, track expenses with AI, and experience Swiss-compliant invoicing that actually makes sense.

Need help getting started? Magic Heidi's support team speaks German, French, Italian, and English. We're ready to help you succeed.