From quote to credit note: automate your processes with Sequence

In a constantly evolving professional world, Swiss freelancers and SMEs face growing challenges in administrative management. The solution? A modern management platform that automates every process, from quote to credit note, to improve efficiency and productivity.

Sequence, an online management solution, offers a comprehensive and intuitive approach to simplifying these tasks while meeting the requirements of the Swiss market. Discover everything Sequence can do for you today.

A simplified journey: from quote to credit note

With Sequence, every step of the administrative process is designed to be smooth, automated and compliant with Swiss standards:

1. Create professional quotes

Creating a quote is often the first formal contact with a potential client. Sequence allows you to:

• Generate personalised, professional quotes in just a few clicks.
• Add precise details such as project descriptions, delivery deadlines and terms and conditions.
• Send quotes directly from the platform, while tracking their status (accepted, pending, declined).

➡ Try creating professional quotes today.

2. Turn your quotes into invoices effortlessly

Once a quote has been accepted, Sequence simplifies the transition to invoicing:

• Convert a quote into an invoice without duplicating data.
• Make adjustments if needed, such as discounts or changes.
• Automate invoice sending and set up recurring invoices for subscriptions or regular services.

3. Manage payments and reminders

Tracking payments can be tedious, especially when several projects or clients are active at the same time. Sequence automates this management with:

• A real-time view of paid, pending or overdue invoices.
• Reminders for clients who have not yet paid their invoices.
• Notifications when payments are overdue, allowing you to respond quickly.

➡ Discover how to simplify payment tracking with Sequence.

4. Issue credit notes easily

Sometimes invoice errors need correcting or subsequent adjustments are necessary. Sequence allows you to:

• Generate credit notes in just a few clicks while remaining compliant with Swiss standards.
• Link the credit note to the relevant invoice for clear and transparent management.

➡ Try issuing credit notes easily with Sequence.

A solution designed for Swiss freelancers and SMEs

Sequence is more than just management software. It is a solution specifically designed to meet the unique needs of Swiss businesses:

Local hosting and optimal security

In Switzerland, data privacy is paramount. Sequence guarantees:

• Hosting that complies with local data protection standards.
• End-to-end encryption to secure all your transactions.
• Automatic daily backups to prevent any data loss.

➡ Work securely with Sequence. Try it free for 14 days.

An all-in-one tool for integrated management

Sequence is not limited to quotes and invoices. It also offers:

• An integrated client module to track your clients and sales opportunities.
• Centralised project management, with timesheets to track hours worked.
• Interactive dashboards for an overview of your business and better decision-making.

➡ Centralise your management with Sequence. Try it today.

Automation: the driver of your growth

By automating administrative processes, you reduce the time spent on repetitive tasks and minimise human error. Here are some practical examples:

1. Time saved: Sequence reduces the time required for administrative tasks by 40%.
2. Fewer errors: Automation helps you avoid data entry errors that can be costly or damage your reputation with clients.
3. Easier collaboration: Your fiduciary or team can access the information they need directly, without endless exchanges of documents.

➡ Discover the benefits of automation with Sequence.

Try Sequence for free

To discover how Sequence can transform your business management, take advantage of a free 14-day trial. During this period, you can:

• Test all features with no commitment.
• See productivity gains from the very first days.
• Receive personalised support to set up your account.

➡ Start your free trial today.

Conclusion: stop letting administration hold back your growth

In an increasingly competitive economic environment, every minute counts. By automating your processes, from creating quotes to issuing credit notes, Sequence allows you to focus on what really matters: growing your business.