Magic Heidi Tutorials

Everything you need to master invoicing, VAT, expenses and exports as a Swiss freelancer.

Magic Heidi Invoice List
Starting

Quick Start

Step-by-step guide for Magic Heidi: From registration to setup to your first invoice – explained simply and quickly.

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Import Data

How to import customers, products and invoices from Shopify, Stripe, App Store or spreadsheets into Magic Heidi — free migration included.

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Learn the Basics

Quick reference for Magic Heidi: add logo, enable VAT, change language & currency, add messages, create quotes, add contact details, export data, and QR‑bill compliance.

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Invoicing

Advanced Features

Master Magic Heidi's advanced features: partial payments, discounts, recurring invoices, sending options, QR-IBAN, Revolut Business setup and troubleshooting.

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Bank Import

Learn how to automatically match bank transactions to invoices in Magic Heidi by importing your e-banking CSV file. Save hours of manual reconciliation.

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Customize Invoices

Discover how to customize your invoices in Magic Heidi: logo, messages, sections, deposits and much more. Step-by-step guide for freelancers.

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Expenses

Expense Tracking

Learn how to capture expenses with Magic Heidi via computer, smartphone, or email, automate recurring costs, and keep your accounting under control.

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Accounting

Year-End Closing

How to prepare your year-end closing as a freelancer in Magic Heidi: review invoices, check expenses, and export data for your tax return.

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VAT

VAT Flat Rates

Learn how to correctly prepare your VAT return in Magic Heidi as a freelancer with two different flat tax rates.

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Need Help?

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