In the French-speaking part of Switzerland, many SMEs still manage their quotes in Excel, their invoices in Word, and their customer follow-up in scattered emails. This works for a while... but as soon as growth accelerates, it becomes a nightmare.
👉 Result:
- input errors,
- payment deadlines that are extending,
- loss of visibility on cash flow.
The ordeal of manual invoicing
Creating invoices manually is a real hindrance to growth:
- 1 hour 30 minutes on average to create, send, and track an invoice.
- 15% errors in invoices generated with Word or Excel.
- Payment terms extended by 45% without automatic reminders.
- Loss of revenue due to forgotten or untracked invoices.
But the real problem is the breakdown of processes: quotes in Excel, invoices in Word, customer tracking on paper... how can you manage a modern business under these conditions?
Odoo the integrated solution that streamlines your entire business process
With Odoo, you bring together your quotes, orders, and invoices in a single digital environment. No more double entry, no more forgetting: everything is automated and traceable.
✅ From quote to invoice in one click
- Professional quotes created directly from your product catalogue.
- Automatic conversion of the accepted quote into an invoice.
- Zero re-entry = zero error.
- Real-time view of the progress of each client.
(product catalogue - to add your products/services to the quote in two clicks)
(online quotes - prepare your quotes online, manage sending and client confirmation, track deliveries and issue the final invoice in two clicks)
✅ Intelligent and compliant billing
- Invoices generated according to your rules (order, delivery, periodic…).
- Custom templates to suit your style.
- Automatic calculation of VAT (adapted to Swiss regulations).
- Multi-currency integrated for your international clients.
(Invoice generated and accounted for in 3 clicks - keep all your documents online)
(Client portal: encourage your clients to visit their dedicated portal)
✅ Payment tracking and automatic reminders
- Reminders sent automatically according to your settings.
- Clear dashboard of your customer balances.
- Automatic bank reconciliation → your payments are matched automatically.
- Alerts on delays to act quickly.
Odoo 19 : new features that change everyday life
Version 19 (September 2025) reaches an important milestone:
- Integrated AI: product billing suggestions, automatic description writing, predictive analysis of customer payments.
- Redesigned mobile interface: simple and quick access to your quotes and invoices, even on the go.
- Business expense card: all your professional expenses integrated and automatically accounted for.
- ESG Module: environmental reporting compliant with future Swiss obligations.
Customer testimonial
“Before Odoo, our assistant spent 2 days a week on invoicing. Today, it’s done in half a day. No more forgetfulness, no more missed reminders, and above all, increased visibility."
Director of a Geneva-based SME (approx. 15 employees)
The tangible benefits for your SME
- 💰 Direct ROI: -70% of time spent on invoicing, -30% of payment delays.
- 🎯 Strategic management: clear dashboards, reliable cash flow forecasts.
- 📈 Scalability: Odoo grows with you, integrating CRM, HR, stock or project as needed.
Conclusion
Invoicing with Word or Excel is like managing your finances with a battery-powered calculator. It gets you by... but it doesn't hold up as growth accelerates.
With Odoo, you transition to a smooth, automated process that complies with Swiss practices and is designed for your cash flow.
👉 At DHAC, we support Swiss SMEs in this digital transition, with Odoo as a growth partner.