Getting started with RechNex

This guide helps you set up your RechNex account and map your first business processes — clear, Switzerland-ready, no detours.

01

1. Create an account

Register on rechnex.ch with your email. After verification, sign in and start setup.

02

2. Set up company data

Enter your company details — they appear on offers, invoices and the Swiss QR bill:

  • Company name, address and UID (CHE)
  • VAT status and payment defaults
  • Optional: bank account for QR invoices
03

3. Add a bank account

For Swiss QR invoices, add IBAN and account holder. You can start without a bank account and add it later.

04

4. Create your first client

Add your first customer or partner — with address and contacts for offers and invoices.

05

5. Create your first invoice

Create your first Swiss QR invoice:

  1. 1Select a client
  2. 2Add line items (catalog or free text)
  3. 3Generate a PDF with QR payment slip
  4. 4Send by email or download
06

Next steps

  • Check the dashboard and create your first offer
  • Maintain products/services in the catalog
  • Add logo and branding under Settings → Company