Setting Up Swiss QR Code Invoices
Swiss invoices usually include a payment slip. Starting mid-2020, Switzerland has introduced the QR-bill, successively replacing the traditional payment slips. The QR-bill includes a QR code that holds the payment-relevant information. All market participants must technically be able to issue and process QR-bills.
With this respect, JustOn supports generating invoices that include the Swiss QR code.
Swiss QR-bill example, produced with JustOn
Info
The support for Swiss QR code invoices is available as of JustOn 2.64.
Implementation Details
The implementation in JustOn adheres to the Swiss Implementation Guidelines QR-bill, version 2.1, and validates against the QR-bill validator.
Be aware of the following specifics:
- JustOn supports regular IBANs and, therefore, the Creditor Reference according to the ISO 11649 standard only. JustOn creates the ISO 11649 reference based on the invoice number.
- For the payment reference, JustOn uses the
Payment Reference
field of the template (see Configuring Payment Reference Text). The payment reference is part of the data that is contained in the QR code. - JustOn does currently not support QR-IBAN and QR-IID.
- JustOn requires the complete address information for both the business entity and the invoice recipient (billing address). Blank fields for sender or recipient produce errors.
- JustOn does currently not support the QR-bill fields
Billing information
andAlternative procedures
.
For the QR code invoice to work, JustOn requires the following data specified on the business entity and the invoice:
Object | Required Field |
---|---|
Business Entity | IBAN Company Street Postal Code City Country Code |
Invoice | Account Name Billing Street Billing Postal Code Billing City Billing Country Code |
Once set up accordingly, JustOn prints the QR-code payment slip on a new page at the end of the invoice PDF.
Configuring QR Code Template
The PDF generation for QR code invoices relies on the JustOn PDF service, which requires a Liquid template.
Info
JustOn recommends to enable the Template Layout v2 when working with templates that base on Liquid files. For details, see Enabling Template Layout v2.
- Create a new template, clone an existing template, or open an existing template.
- In the Layout & Design section, double-click the
PDF Renderer
field and specify the valuev2
. -
Attach the required Liquid template files.
In the Notes & Attachments area, click to open the action menu, select Upload Files, then proceed as prompted.
You can use the following Liquid templates as a starting point:
Swiss QR Code Invoice Template (English)
Swiss QR Code Invoice Template (German)This operation requires the custom
Type
field (ONB2__Type__c
) to be available on the page layout of the Content Version object. For details about adding fields to page layouts, see Modifying Page Layouts or Search Layouts.Make sure to set the
Type
of the uploaded files toLiquid Template
. The picklist valueLiquid Template
may not be available in your org. In this case, add it to the value picklist for theType
field of the Content Version object. For details, see Modifying Picklist Values. -
In the
Add QR Code
field, selectSwiss QR Code
.This operation requires the custom
Add QR Code
field (ONB2__AddQRCode__c
) to be available on the page layout of the Template object. For details about adding fields to page layouts, see Modifying Page Layouts or Search Layouts. -
In the Layout & Design section, double-click the
PDF Options
field and specify options for the PDF output as required.The field value is in JSON notation and sets optional properties for the
decimal
,currency
andpercent
Liquid filters.Property Description locale
Sets the language code. currencyDisplay
Defines the currency display format. Possible values include symbol
,code
,name
.useDigitGrouping
Toggles the digit group separator. Possible values include true
orfalse
.minimumFractionDigits
Sets the minimum number (Integer) of decimal places. maximumFractionDigits
Sets the maximum number (Integer) of decimal places. JustOn recommends to set at least the
locale
property. It defaults toen-EN
if not set. -
Optionally, define a page header and footer.
In the Header & Footer section, double-click the
Page Header
orFooter
field and specify the information as required.Page header, footer and page counters must be addressed using specific CSS classes. You may use the following code as a starting point for your customization:
-
Page header
<div class="page-header" style="width:90%; text-align:center; font-size:10pt;"></div>
-
Footer
<div class="page-footer" style="width:90%; text-align:center; font-size:10pt;"> Page <span class="pageNumber"></span> of <span class="totalPages"></span> </div>
-
-
Click Save to apply your template customization.
You can now apply this template to invoices with recipients in Switzerland. When generating the PDF file, the QR-code payment slip will be printed accordingly.
Note
Do not change the CSS or HTML sections for the payment slip. Otherwise, your invoice template may no longer comply with the standard.
Related information: