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:
- 1Select a client
- 2Add line items (catalog or free text)
- 3Generate a PDF with QR payment slip
- 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