← All features Quotes, QR invoices & reminders
From first quote to final payment.
Create professional quotes and Swiss QR invoices, automate recurring billing, match incoming payments and follow up on overdue invoices — all in one connected workflow.
From opportunity to invoice. Without starting over.
Create professional quotes with the same flexibility and branding as your invoices — then turn them into an order or invoice when the customer says yes.
- Live PDF preview
- Products, services, quantities, prices & discounts
- Language-specific email templates
- Convert to an order or directly to an invoice
Quote
QU-2026-0188
CHF 12'400.00
Order
OR-2026-0143
CHF 12'400.00
Invoice
IN-2026-0417
CHF 12'400.00
Becomes the QR invoice
Same line items — carried through
- Dataset setup and chart of accounts 4'800.00
- Migration of accounting data 5'200.00
- On-site training, 2 days 2'400.00
Your invoices. Your brand. Your way.
Create professional Swiss invoices, customise them with ease and send them exactly the way that fits your business.
- Swiss QR-bill automatically included
- Flexible, easy-to-customise layouts
- Live PDF preview
- Custom payment terms & invoice texts
- Email templates in multiple languages
- Customer-specific email templates
- Send from your own email address via SMTP
- Send individually, in bulk or automatically
Recurring billing that runs itself.
Set it up once and let neoo handle recurring invoicing automatically.
- Daily, weekly or monthly schedules
- Invoice and due dates generated automatically
- Automatic invoice creation & email delivery
- Dynamic texts for billing periods
- Full history of generated invoices
Monthly retainer · Sennhof Getränke AG
- Customer
- Sennhof Getränke AG
- Amount
- CHF 1'240.00
- Interval
- Monthly, 1st
- Start
- 01.04.2026
- Next run
- 01.07.2026
Schedule
- 01.04.2026 Sent
- 01.05.2026 Sent
- 01.06.2026 Sent
- 01.07.2026 Runs next
- 01.08.2026 Planned
Every run, without you
- Invoice created
- Swiss QR bill attached
- Emailed to the customer
When the money arrives, neoo knows where it belongs.
Incoming payments are matched to the correct open invoice and processed directly in your books.
- Automatic matching through QR & payment references
- Direct integration with connected bank accounts
- Payment differences handled during matching
- Unclear transactions highlighted for review
Follow up without chasing anyone manually.
Define your reminder process once and let neoo take care of overdue invoices automatically.
- Three configurable reminder levels
- Custom email & PDF templates per level
- Different wording by language
- Customer-specific reminder settings
- Send individually, in bulk or automatically
- Reminder level updated automatically
- Clear view of due date, days overdue & outstanding balance
