Does OfferPilot create the QR code automatically?
Yes, as soon as your company or personal name, address, IBAN, and currency are fully on file in your company profile, the QR payment section is generated automatically for every invoice.
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QR Invoice
Since the retirement of payment slips, the QR invoice has become the standard for payments in Switzerland. OfferPilot generates the QR code directly from your saved payment account, without you having to create or insert it separately.
A QR invoice contains a machine-readable Swiss QR code that combines the IBAN or QR-IBAN, amount, currency, and recipient details into a single uniform format. Banking apps read this code directly, so the payment can be triggered without typing errors.
The QR code completely replaces the former payment slip. For invoice issuers, that mainly means one thing: the stored payment details must be correct and complete, otherwise no valid code can be generated.
You enter your company or personal name, full address, IBAN, and currency once in your company profile. OfferPilot checks whether an invoice with a valid QR payment section can be created from this information, and otherwise points you specifically to the missing fields.
Once all the details are present, the payment section is generated automatically for every invoice – including the correct QR-IBAN format if your bank has assigned you a QR-IBAN, or as a regular IBAN with an optional reference. You never have to create the code manually or insert it into a PDF.
OfferPilot generates the QR code technically correctly from your details, but doesn't check whether the IBAN actually belongs to your account or whether a QR-IBAN is correctly assigned. Review these details carefully once, especially after switching banks.
For questions about fees, deadlines, or working with your bank, your financial institution or accountant remains the right contact.
Enter address, IBAN, and currency once in your company profile.
Capture the customer, services, and amount as usual.
Check the automatically generated QR payment section in the PDF and send the invoice.
Yes, as soon as your company or personal name, address, IBAN, and currency are fully on file in your company profile, the QR payment section is generated automatically for every invoice.
OfferPilot then shows which details are still missing for a valid QR invoice, and blocks the creation of the invoice instead of generating an incomplete payment section.
Yes. OfferPilot recognises a stored QR-IBAN and takes it into account in the generated payment section.