XLSX
Invoice template
Free Swiss invoice template in Excel: all mandatory VAT details, rounding to 5 centimes and space for the QR payment part. With step-by-step guide.
Templates
Free templates for Swiss SMEs
Excel templates for quotes, invoices, cash book, simple bookkeeping and time tracking. With formulas that calculate themselves, Swiss VAT rates and a guide for every template.
- No sign-up, no email address
- For Excel, LibreOffice, Numbers and Google Sheets
- VAT rates and legal status 2026
All templates
XLSX
Quote template
Free quote template for Swiss SMEs in Excel: line items, discount, VAT and rounding to 5 centimes calculate automatically. With guide and legal tips.
XLSX
Bookkeeping Excel template
Free Excel template for simple bookkeeping of sole proprietorships: journal, categories, monthly report and financial position under art. 957 CO.
XLSX
Cash book template
Free cash book template in Excel: running balance, warning for a negative cash balance, VAT rate per receipt and cash count with Swiss coins and notes.
XLSX
Time tracking template
Free time tracking in Excel: one sheet per month, target vs actual balance, holidays and absences, break check under the Labour Act and hours per project.
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When Excel is enough and when it is not
A good template takes you a long way. At some point, retyping between quote, invoice, bank and books costs more time than software costs money.
A template is enough if
- you write only a few quotes and invoices per month
- you are not VAT-registered
- your business is a sole proprietorship under CHF 500,000 revenue
- one person handles everything
Saldio pays off if
- a quote should become a QR invoice without retyping
- incoming payments should be matched automatically via bank import
- your VAT return should come with an eMWST export
- you run a GmbH or AG and need double-entry bookkeeping
Frequently asked questions about the templates
- Are the templates really free?
- Yes. All templates are free, with no sign-up and no email address. You may use and adapt them freely in your business.
- Do the templates work without Microsoft Excel?
- Yes. The files are in .xlsx format and work in LibreOffice Calc, Apple Numbers and Google Sheets. The formulas deliberately avoid functions that exist only in some Excel versions.
- Are the templates tailored to Switzerland?
- Yes: amounts in CHF, rounding to 5 centimes, the VAT rates since 2024 (8.1 %, 2.6 % and 3.8 %) and notes on the Code of Obligations, VAT Act and Labour Act. Each template's guide cites the relevant articles.
- Can I create a QR invoice with the invoice template?
- The template contains all invoice details and a placeholder for the QR payment part. The Swiss QR code itself is generated by your e-banking or invoicing software such as Saldio, because it contains check digits and structured address data that Excel cannot reliably create.
- Is Excel bookkeeping enough for my business?
- For sole proprietorships and partnerships with less than CHF 500,000 revenue, an income and expense statement with a statement of financial position is sufficient (Code of Obligations, art. 957 para. 2). GmbH and AG must always use double-entry bookkeeping, where accounting software is the safer route.
- Why don't I have to enter an email address?
- Because a template is more useful without a hurdle. If you want to hear about new templates and changes to VAT and QR invoices, you can subscribe to the newsletter voluntarily.
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Ready for your first invoice?
Quote, QR invoice, bank reconciliation and VAT in one flow instead of five Excel files. Saldio takes over where the template stops.
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7 days free, no credit card
Still have questions? We are here to help: support@saldio.ch