Sales & invoicing
From quote to payment, with the Swiss QR-bill.
Create quotes, order confirmations, delivery notes and invoices with compliant QR-bills. Automatic payment reminders, recurring subscription contracts, billable work orders and receivables tracking — everything is posted automatically.
The list of sales documents with their statuses
Main functions
- Compliant Swiss QR-bills, sent by email in one click
- Complete chain: quote → confirmation → delivery → invoice
- Automatic tiered reminders with customisable templates
- Recurring contract billing (subscriptions, maintenance)
- Online card payment (Stripe) directly on the invoice
- Analytics: revenue, top customers, payment delays
How to access it
Once logged in to PilotePro:
- Sales → Invoices
- Sales → Reminders
- Sales → Receivables
Frequently asked questions
Are the QR-bills compliant?+
Yes, PilotePro generates QR-bills compliant with Swiss standards (QR-IBAN or IBAN + reference), directly as PDF or by email.
Can I bring over my existing customers and items?+
Yes, Excel/CSV import of addresses and items in minutes, with a preview before confirmation.
Are reminders automatic?+
You choose: automatic tiers (deadlines, texts, fees) or manual sending in one click. Each invoice keeps its reminder history.
Can my customers pay by card?+
Yes, by connecting Stripe: a payment link is attached to the invoice and the payment is reconciled automatically.
Try Sales & invoicing for free.
30-day trial, all features open, no credit card.
Other modules
Cockpit & Management
Your whole company on a single screen.
Accounting
Complete Swiss accounting, from journal to balance sheet.
Purchasing & suppliers
Scan, approve, pay — without re-typing.
Swiss payroll
Complete Swiss payroll: AHV/AVS, UVG, BVG, KTG, withholding tax, CBAs.
Banking ISO 20022
Your bank connected: payments, statements, automatic reconciliation.
CRM
From prospects to loyal customers.