Send invoices directly from the dashboard

01Why send invoices by email?

The classic way: create an invoice in Word, export as PDF, open your email client, attach the PDF, hit send. Sounds simple — but it's a time sink that repeats with every invoice. And the biggest problem: you never know whether the invoice arrived, was opened, or ended up in the spam folder.

PDF attachments are flagged as potentially unsafe by many email providers. This means invoices land in spam or are simply overlooked by the client. Without tracking, you're in the dark — wondering why payment hasn't arrived.

02Creating an invoice in einzly — step by step

Creating an invoice in einzly takes just a few minutes — all mandatory details are filled in automatically. Here's the process:

03Send directly by email

Once your invoice is ready, you can send it directly from einzly by email. No detour via Outlook, no PDF attachment, no manually copying email addresses.

Your client receives a branded email with your logo and company name. Instead of a PDF attachment, the email contains a secure link to the invoice. This has several advantages:

• No PDF that ends up in the spam folder or can't be opened by the client
• You can add a personal message (max. 200 characters)
• The secure link works on any device — desktop and mobile
• The email looks professional and strengthens your branding

04What your client sees

Your client doesn't need an einzly account. They click the link in the email and see a professional online view of the invoice — in their browser, on any device. The view includes:

• Your logo and accent colour — the invoice looks like it's from you, not from einzly
• All line items with unit prices, VAT, and total amount
• The Swiss QR invoice with a scannable QR code for payment
• Payment deadline and payment terms
• Button to download the invoice as a PDF

The online view is fully responsive and works on smartphones, tablets, and desktops. Your client can pay the invoice directly with their banking app by scanning the QR code.

05Swiss QR invoice included

Every invoice in einzly automatically includes a Swiss QR invoice following the SIX standard. The QR code is generated from your profile data (IBAN, address) and invoice data (amount, reference number) — fully automatic, no additional software needed. See our step-by-step QR invoice tutorial for a visual walkthrough.

Your client can scan the QR code with any Swiss banking app and trigger the payment with one click. All payment information is pre-filled — no typos in the IBAN or reference number.

• Automatically generated following the SIX standard
• Compatible with all Swiss banking apps
• IBAN is taken from your profile
• Reference number is created automatically
• Also included in the PDF download

06Status tracking in the dashboard

In the invoice dashboard, you can see at a glance where each invoice stands. einzly uses a clear status system with four stages:

Tracking gives you full transparency. You always know which invoices are open, which have been viewed, and where you might need to follow up.

07Payment reminders in 3 stages

When an invoice becomes overdue, einzly helps you with a structured dunning process in three stages:

Each reminder stage is sent from einzly — with the same professional appearance as the original invoice. The reminders dashboard keeps you on top of all ongoing dunning processes.

08Comparison: Manual sending vs. einzly

Here's a side-by-side comparison of traditional invoice sending and sending via einzly:

09Frequently asked questions