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BüroPilot.ch

How it works

From empty account to your first sent invoice.

The setup is short on purpose. Add your company details once, add a client, and the first invoice can leave the same day you sign up.

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The full path, step by step.

Nothing here takes an afternoon. The first five steps are usually done before your coffee is cold.

  1. Create an account

    Sign up with your email address and a password. No credit card is required to start the trial.

    You land directly in the workspace — there is no long onboarding questionnaire before you can create a document.

  2. Set up your company details

    Add your company name, address, VAT number, payment details and logo. These appear on every document you create.

    Payment details are what the Swiss QR payment section on your invoices is built from, so this step is worth doing carefully once.

  3. Add or import a client

    Enter a client with a structured Swiss address and a contact person, or start typing the details directly on the document.

    Spreadsheet import is planned. The supported fields and formats are still being confirmed.

  4. Create an offer

    Pick the client, add saved services or products, adjust quantities and check the totals and VAT in the live preview.

    Document numbering follows your configured pattern, so offers stay in a clean sequence.

  5. Convert it into an invoice

    When the client accepts, turn the offer into an invoice in one step. Lines, prices and client details carry over unchanged.

    The invoice keeps a reference to the original offer so the history stays connected.

  6. Send the invoice

    Review the PDF, then send it to the client by email directly from BüroPilot with the document attached.

    The send is recorded on the document, so you always know what went out and when.

  7. Track the payment

    The invoice shows as open, due soon, paid or overdue. The dashboard totals what is outstanding across all clients.

    Mark a payment as received when the money arrives and the totals update immediately.

  8. Send a reminder if necessary

    For overdue invoices, prepare a reminder with the correct invoice and client information, edit the wording and send.

    Multiple reminder levels are available, and each reminder is stored in the document history.

Prefer to see it rather than read about it?

Walk through the offer-to-payment flow with the team, using your own document examples.

Book a walkthroughView pricing

Questions about getting started.

More answers, including pricing and data questions, are on the FAQ page.

Company details, payment information and a logo take a few minutes. After that, the first invoice is a matter of picking a client and adding lines.

No. You can create an invoice directly. Offers are there for the jobs that need a quote first.

You can create a corrected version of a document. The original stays in the archive so your history remains complete.

Your account and archive remain accessible for export. The exact retention period after cancellation is still being finalised.

Your first invoice can go out today.

Create an account, add your company details and send a document within minutes.

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No credit card required · Cancel anytime