In this article

    Invoice tutorial, revenue accounting | Double-entry accounting

    Switzerland
    Double-Entry Accounting
    Education

    This tutorial shows the innovative method of Banana Accounting Plus to create invoices (in this case, without VAT). To test all the features, open this file, enter your clients' data in the Accounts table, and record the invoice items in the Transactions table, then proceed with printing. By entering both the Debit and Credit accounts, the invoice will automatically be recorded in the accounting system. Open the template from our WebApp or from the program and save the file to your computer.

    In Banana WebApp openen

    Open Banana Accounting Plus op uw browser zonder enige installatie. Pas het sjabloon aan, voer de transacties in en sla het bestand op uw computer op.

    Open tutorial in WebApp

    Model documentatie

    A simple and brief chart of accounts tutorial, in which we provide examples of transactions to create invoices without VAT. The file also includes the Items table, where you can enter data for the items or services to be invoiced. The data entered in the Items table is automatically retrieved in the Transactions table.

    If you want to test the invoice printing functions with QR code, you can start with this template.

    Create the file and test the Invoice features.

    • Open the tutorial with the Banana Accounting WebApp.
    • Use the command File > File Properties to set the period, your company's name, and the base currency.
    • With the command File > Save As, save the file, for example, as "Rossi-SA-20xx.ac2".
    • In the Accounts table, enter the details of one of your clients. In the Addresses view, you can complete the information with the full address, country code, and the client's language.
    • In the Items table, input the data for your products or services to be invoiced.
    • In the Transactions table, you'll find examples of transactions covering various invoicing scenarios. You can delete the rows and enter the details of your invoice. By entering the Debit and Credit accounts, the invoice is simultaneously recorded in the accounting system.
    • Select the menu Reports > Customers > Print Invoices, and click OK to preview the documents.
    • To explore the different available print templates, consult the Invoice Layouts pages.
    • For customizing invoices, refer to the page Advanced Entry - Type Column.

    You can find all the information on creating and printing invoices with a QR code on the page Create and Print Invoices with Swiss QR Code.

    WARNING: If you close the browser without saving, you will lose the entered data. Always save the file to your computer.

    To reopen the saved file, click on File > Open

    Additional Resources

    For some features, a subscription to the Advanced plan of Banana Accounting Plus is required. For example, this includes using the new features like Rules, Temporary Row Filter, and Sort.  Check out all the features available in the Advanced plan.

    Modelvoorbeeld

    Invoices 2025

    Basic Currency: CHF

    Double-entry

    Table: Accounts
    Group Description Sum In
        BALANCE SHEET  
        Assets  
      1020 Bank account 1
    10   Customers ledger 1
    1   Total assets 00
           
        Liabilities  
    20   Suppliers ledger 2
    297   Annual profit or loss 2
    2   Total liabilities 00
           
        PROFIT & LOSS STATEMENT  
        Revenues & Expenses  
      3000 Revenues from product A 4
      3001 Revenues from product B 4
      3400 Revenue from services 4
      3600 Other revenues 4
      3800 Discounts 4
    4   Total Revenue & Expenses 02
           
    02   Profit/Loss for Profit & Loss Statement 297
           
    00   Difference should be = 0 (blank cell)  
           
           
        CUSTOMERS LEDGER  
      1100 Customer A DEB
      1101 Customer B DEB
      1102 Customer C DEB
      1103 Customer D DEB
      1104 Customer E DEB
    DEB   Total 10
           
        SUPPLIERS LEDGER  
      200001 Supplier A SUP
      200002 Supplier B SUP
      200003 Supplier C SUP
      200004 Supplier D SUP
      200005 Supplier E SUP
    SUP   Total 20
           
           
    Table: Items
    Group Item Description Sum In
      A00 Oak chair 1
      B00 Oak table 1
      C00 Assembly 1
    1   Total  
           

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