Creating Invoices

Create professional invoices with line items, discounts, and VAT.

Creating Invoices

Lumabill lets you create professional invoices in just a few steps -- complete with Swiss QR payment slips, VAT, and optional discounts.

Starting a New Invoice

Navigate to Invoices in the dashboard and click New Invoice. This opens the invoice editor where you can fill in all the details.

Open the invoice editor

Select or Create a Client

Use the Client field to select an existing client or create a new one. Lumabill saves all client details (name, address, email) automatically, so next time you only need to start typing the name.

Tip: Keep your client data accurate -- it appears directly on the invoice and the QR payment slip.

Add Line Items

Add your invoice line items. For each item you can enter:

  • Description -- What was the service or product delivered?
  • Quantity -- Number of hours, units, or pieces
  • Unit price -- Price per unit
  • VAT rate -- 8.1%, 2.6%, 3.8%, or 0% (exempt)
  • Discount -- Optional, as a percentage or fixed amount per line

Tip: If you frequently bill the same services, use the product catalog. You can insert items with a single click instead of typing everything manually.

Set Invoice Details

Configure the key invoice parameters:

  • Invoice number -- Automatically generated, but can be customized
  • Invoice date -- Defaults to today
  • Payment terms -- Choose the term (e.g., 30 days), and the due date is calculated automatically
  • Currency -- CHF or EUR
  • Language -- German, French, Italian, or English
  • Notes -- Optional remarks that appear on the invoice

Preview and Save as Draft

Before sending, you can view a PDF preview to see exactly what your client will receive -- including the QR payment slip at the bottom of the page.

Every new invoice is initially saved as a Draft. Drafts can be edited freely at any time without notifying the client.

Invoice Status Overview

Every invoice goes through the following statuses:

  • Draft -- Not yet sent, fully editable
  • Sent -- Delivered to the client, awaiting payment
  • Paid -- Payment received, invoice closed
  • Overdue -- Payment deadline has passed

Tips for Professional Invoices

  • Complete sender details: Make sure your company profile is fully filled in (address, VAT ID, bank details)
  • Correct VAT rates: Verify that the tax rates match your services
  • Clear descriptions: Write line item descriptions so the client immediately understands what they are paying for
  • Mind payment terms: 30 days is standard in Switzerland -- check your agreement with each client

What's Next?

QR Payment Slips