A quote that takes shape before your eyes
Client, services, units, validity period: with every line you enter, the PDF preview alongside updates. What you see is what the client will receive.
SaaS invoicing software · Custom software
OtaBill
Quote and invoicing software for freelancers, sole traders and small businesses: you create a quote, send it, turn it into an invoice with a Swiss QR-bill, and the reminders go out on their own.
Screenshots taken on a demo installation: company, clients, addresses and amounts are fictitious.
What makes the difference.
Clean PDFs, with a Swiss QR-bill
The PDF is produced on the server: services, total, VAT note and a QR-bill ready to pay. Once issued, an invoice can no longer be changed; to correct it, you create a credit note.
From quote to invoice, without re-entering anything
An accepted quote becomes an invoice in one click, with the same lines. The financial overview shows where each document stands, and you move the cards from one column to the next.
Sent by email, viewed through a link
The document goes out from OtaBill, with the PDF attached and a link: the client views and downloads it on a computer or a phone, without creating an account. Every step is recorded in the document’s history.
Reminders go out on their own
An unpaid invoice is followed up 3, 7 and 14 days after the due date, with a tone suited to each stage. You can also send a reminder yourself: the message is already written.
Every client, and what they owe
For each client: their quotes, their invoices, what is still to be collected and what is overdue. Overdue amounts come first.
On the phone too
Invoices, statuses and the financial overview stay easy to read on a small screen, with a navigation bar at the bottom.
And more, at a glance.
Invoices by status
Draft, issued, sent, paid, overdue: one filter is enough.
All quotes
Their status, amount and client.
Swiss settings
Country, VAT regime, currency and reply-to address.
Built for Switzerland first
OtaBill is launching on the Swiss market, with its invoicing rules; expanding to France is the next step. The aim: a simple, modern and affordable alternative to traditional invoicing software.
- A Swiss QR-bill with every invoice
- VAT regime of your choice, including not VAT-registered
- Quote and invoice numbers assigned automatically
- An issued invoice can no longer be changed: corrections go through a credit note
- Monthly subscription, with a target price of around CHF 24
- An AI assistant drafts a quote, you approve it
- Clients and company details in one place
- React, Fastify, PostgreSQL, WeasyPrint and Docker
Software like this for your business?