ERP & Sales Management

Q: Can I generate QR invoices compliant with the SIX standard?

Yes, Neoffice automatically generates invoices with an integrated QR code, compliant with the SIX standard. QR-IBAN compatible for Swiss domestic payments. The old ESR/BVR formats are also supported.

Q: How does multi-currency pricing work?

Neoffice natively manages CHF, EUR, USD and any other currency. Exchange rates are updated automatically and conversions apply to your quotes, orders and invoices.

Q: Do invoices automatically feed into accounting?

Absolutely. Each invoice automatically creates the corresponding accounting entries. No more double entry — your accounting is always up to date and ready for the VAT return.

Q: Can I manage partial deliveries?

Yes. An order can be delivered in multiple shipments. Neoffice tracks each dispatch and only generates the invoice for quantities actually delivered.

Q: Is stock updated automatically?

Yes. With every sale, delivery or return, stock is adjusted in real time. You can also configure minimum stock alerts to prevent stockouts.

Features

Manage your entire sales cycle — from quote to payment — in a single platform. Swiss QR invoices, orders, deliveries and multi-currency pricing, all connected to your accounting.

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Quotes & offers in one click

Create professional quotes with your custom templates and convert them to orders then invoices in a single click. Multiple price lists, volume discounts and per-client conditions.

Swiss QR invoices

Automatically generate invoices compliant with the SIX standard with integrated QR code. QR-IBAN compatible, automatic reminders and real-time payment tracking. No more manual ESR slips.

Orders & deliveries

Manage customer orders with partial deliveries, returns and full traceability. Each delivery note is automatically linked to the corresponding order and invoice.

Multi-currency & automatic rates

Work in CHF, EUR, USD or any other currency. Exchange rates are updated automatically and applied to your quotes, orders and invoices without manual intervention.

Complete client records

Centralise the full history of each client: orders, payments, communications, documents. All context at your fingertips for impeccable customer service.

Sales reports

Real-time dashboards: revenue, margins, top clients, trends. Identify your best opportunities and make informed decisions for your SME.

How it works

The sales cycle
in 4 steps

Quote & Offer

Create a personalised quote with your prices, discounts and conditions. Send it to the client by email or WhatsApp directly from Neoffice.

Order & Validation

Client accepts? Convert the quote to an order in one click. Stock is reserved automatically and the preparation workflow starts.

Delivery & Shipment

Generate the delivery note, track the shipment and confirm receipt. Partial deliveries and returns are handled natively.

Invoice & Payment

The Swiss QR invoice is generated automatically. Payment tracking, automatic reminders and integrated bank reconciliation.

Why switch

Before vs. with Neoffice

Sans Neoffice

Quotes in Word, invoices in Excel, accounting in a third application

Copy-pasting every figure into 3 different tools

Chasing payments — manual reminders forgotten

Client on the phone: 'Where is my order?' — no idea

Avec Neoffice

Quote → order → invoice → accounting in a single flow

Data flows on its own, zero reentry

Automatic reminders — you get paid 15 days sooner

'Your order is being prepared' — everything is tracked in real time

In practice