How do I set up timeSensor LEGAL for use with QR invoices?

How do I set up timeSensor LEGAL for use with QR invoices?

General information

The QR invoice is the new standard for written invoicing in Switzerland and Liechtenstein and replaces the previous deposit slip with reference number (ESR), which will be supported until September 2022. The QR invoice contains all data in digital form as QR code and as before as printed information.

Preparation

  1. To generate QR invoices in tSL, you must have purchased the Business Edition, First Edition or Deparment Edition.
You must have purchesed the Business Edition, First Edition or Deparment Edition.
  1. QR invoices only use IBAN numbers to identify the account. Check with your bank for the IBAN to be used for QR invoices. A so-called QR-IBAN is usually used here.
Before you can print QR invoices, you need a QR-IBAN for the account in question from your financial institution.
  1. For smooth creation of QR invoices on Mac and Windows, Build 3492 or later should be installed.
Please install Build 3492 or later before using QR invoices.
  1. Go to the areaSpecialsand choose in the menuAccountingthe menu positionAccount plan. Open the desired bank or postal check account and click on the "ePayment" tab. Select "SWISS" as the payment system and enter your QR-IBAN in the IBAN field. By clicking on the lock you unlock the fields for editing. The fields Participant number, customer ID, account and clearing number do not affect the QR invoices.The fields Customer ID and clearing number must still be filled in according to the imageso that QR invoices can be generated (ESR invoices are set up in the same window and why empty fields are not accepted here). In order for the field "In favor of" can be processed correctly later,the postcodebe - such as "CH-".
           

Conversion of invoice templates

Until September 2022 you can still use the ESR system. timeSensor LEGAL supports both systems in parallel; so you can switch an account to QR invoices and continue using ESR for another account if you wish. If you are ready to use QR invoices, you need to customize the invoice templates you use. To do this, proceed as follows:
  1. Enter one of the billing lists (Finance/Debtors), select any invoice and click on the bottom rightPrint symbol
  2. Select the desired template and select the position in the action menu at the bottom leftEditing


  3. Click on the large folder icon to view the following documents of the selected invoice template.
  4. If you already use ESR, then you will see one or more templates designated with ESR in the list of following documents. Select them, rename it to QR and click on the large report icon to set QR.


  5. If you do not use ESR yet, then use the (+) button to create a new follow-up document, name it with QR and change the template type of 4D Write Pro to timeSensor. Click on the big plus button and select deposit slip. Then click on the large report icon to set QR.


  6. Set in the tabEsr/qrsetting to QR and tabHomeselect the number of pixels so that the QR deposit slip is printed on the A4 page below (approx. 510-530 pixels).
  7. With the text box in the tabHomecan provide simple information (e.g. print the office name and address) at the top of the page. With the variables<Invoice Date>and<Invoice Number>the invoice date and the corresponding invoice number can be drawn.


  8. Confirm your choice and close all windows. You have now switched the invoice template to QR.
  9. Repeat the previous steps if you want to change more invoice templates.
If you send invoices by e-mail, you probably used the "pseudo deposit slip for mail delivery". This template is no longer necessary with the QR invoice, as the QR deposit slip sent by email no longer differs from the printed QR deposit slip. You can therefore delete this template. However, make sure that in the output options of the remaining QR template, the output always takes place (and not just in print).

Application

If you have changed your invoice template correctly, you will see the QR deposit slip in the QR tab in the invoice preview:


We recommend making a test payment before sending QR invoices to customers.
Remember that for reminder templates, the QR invoices must be set up analogously
QR invoices must also be adjusted under the reminder templates.
To do this, go to: Settings > Parameters > Finance. There you will find the Schemes Editorand then to theTemplates Editor(see pictures) where you can set up the QR invoices.



Posting of payment file

The data obtained from the banking system does not change: you will receive a payment file in CAMT054 format from your financial institution and the data contained therein is identical, regardless of whether you have sent ESR or QR invoices. The only change in this area is the previous buttonEsrwhich we have inCamtrenamed:

The payment file can be dragged and dropped into the windowCamtor alternatively into the windowOpen invoiceswhich you can find underDebtorsfind.

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