In Switzerland, it is mandatory for invoices paid by bank (part of AR) to have a printed QR code containing information about the document, as well as the merchant's bank account. To comply with this requirement, we will add a custom print template. Additional info.
Setup
1. Swiss fiscal policy must be applied to the account. Contact Support at clockpms@clock-hs.com to double-check if it selected.
2. You must create custom folio print template (fully custom or based on our ready-to-use template) from menu Settings-> All Settings-> Documents-> Folio Print Template and add the following in the footer of the template.
<div class="container" style="border-top: 1px dashed #000; position: relative; margin: 10px 0">
<div class="row">
<div class="col-lg-3 mt-2" style="border-right: 1px dashed #000; position: relative;">
<b class="mb-3">Empfangsschein</b>
<h2 class="mb-1">Konto / Zahlbar an</h2>
<!-- Add your IBAN -->
<p class="mb-1">CH26 1234 5678 1234 5678 0</p>
<p class="mb-1">{{ folio.issuer_billing_info.name }}</p>
<p class="mb-1">{{ folio.issuer_billing_info.address }}</p>
<br />
<p class="mb-2">Referenz</p>
{% assign referenz = folio.fiscalization_details[1] | remove: 'QRR' | remove: 'EPD' | remove: ' ' %}
<p class="mb-1">{{ referenz }}</p>
<br />
<div style="display: flex; justify-content: space-between;">
<h2 style="margin-bottom: 0.25rem;">Währung</h2>
<h2 style="margin-bottom: 0.25rem;">Betrag</h2>
</div>
<div style="display: flex; justify-content: space-between;">
<p style="margin-bottom: 0;">{{ folio.currency }}</p>
<p style="margin-bottom: 0;">{{ folio.value }}</p>
</div>
<br />
<div style="display: flex; justify-content: flex-end;">
<b>Annahmestelle</b>
</div>
</div>
<div class="col-lg-2">
<b class="mb-3">Zahlteil</b>
<div class="position-absolute top-0 end-0">
{{folio.qr_code_svg}}
<br />
<div style="display: flex; justify-content: space-between;">
<h2 style="margin-bottom: 0.25rem;">Währung</h2>
<h2 style="margin-bottom: 0.25rem;">Betrag</h2>
</div>
<div style="display: flex; justify-content: space-between;">
<p style="margin-bottom: 0;">{{ folio.currency }}</p>
<p style="margin-bottom: 0;">{{ folio.value }}</p>
</div>
</div>
</div>
<div class="col-lg-7">
<h2 class="mb-1">Konto / Zahlbar an</h2>
<!-- Add your IBAN -->
<p class="mb-1">CH26 1234 5678 1234 5678 0</p>
<p class="mb-1">{{ folio.issuer_billing_info.name }}</p>
<p class="mb-1">{{ folio.issuer_billing_info.address }}</p>
<br />
<p class="mb-2">Referenz</p>
<p class="mb-1">{{ folio.contragent_billing_info.second_identification }}</p>
<p class="mb-2">Zusätzliche Informationen</p>
<p class="mb-1">Rechnungs-Nr. 313947 Kunden-Nr. 143</p>
<br />
<p class="mb-2">Zahlbar durch</p>
<p class="mb-1">{{ folio.contragent_billing_info.person_name }}</p>
<p class="mb-0">{{ folio.contragent_billing_info.address }}</p>
</div>
</div>
</div>Important: You must fill out your IBAN manually in rows 7 and 46 of the code.
The resulting document will look like the this:
Fiscal settings
You should also configure the fiscal setting from menu: All Settings -> Fiscalization -> Swiss Fiscalization Settings
Example:
- IBAN/QR-IBAN must be ISO 7064 valid.
- Only IBANs with a CH or LI country code may be used.
- Reference: may be 'QR Reference' or ISO 11649 'Creditor Reference' depends of the reference type.
- Reference type: "QRR" must only be used together with QR-IBAN, and 'Reference' must be 27 characters.
- Reference type: "SCOR" - creditor reference ISO 11649 'Reference' must be max 25 characters, alphanumeric.
- Reference type: "NON" - 'Reference' may not be filled.
Finally, make sure that the required details are filled out in menu Settings-> All Settings->Documents -> Billing Info
- Name
- Country
- City
- Zip code