Professional in a suit reviewing documents

E-invoicing for medical practices in Furna: the practical guide

Between VAT, social contributions and the year-end close, a Swiss SME juggles dozens of deadlines a year. This page focuses on e-invoicing in Furna: what the law requires, what can be automated, and when to delegate.

Digitalising e-invoicing: what actually works

Digitising does not mean hoarding PDFs: without the document-entry link, a digital file is as opaque as a box of archives — true in Furna as everywhere.

For an owner in Furna, a dashboard only has value if the data is fresh: automating data entry means, first of all, buying up-to-date information about your own business.

QR-bills and friction-free collections

Instalments and partial payments are handled cleanly with distinct references per tranche: each collection finds its share, and the remaining balance stays correct at all times.

Used properly, the QR reference removes most manual debtor ticking. For e-invoicing, that means reminders triggered on reliable data and continuously readable cash flow — no more waiting for month-end to know who has paid.

The Swiss legal frame for e-invoicing

Responsibility for the books is personal: in an SA, organising the accounting is one of the board's non-transferable duties (art. 716a CO); in a Sàrl, the managing directors carry the same duty. Outsourcing the execution never transfers that underlying responsibility, including for a company based in Furna.

For e-invoicing, the classic early mistake remains mixing private and business: a dedicated bank account and documented private withdrawals eliminate half the discussions with the tax office.

Advisor handing a document and pen to a client

A well-structured SME chart of accounts

The same chart serves three readings: accounting (accuracy), tax (accepted adjustments) and management (margins by activity). Modern software produces all three views without double entry.

For a business in Furna, comparability over time beats sophistication: a chart stable for five years beats a “perfect” one rebuilt every year. Banks and the tax administration read year-on-year movements first.

Furna: what changes, what does not

Working with a fiduciary from Furna no longer depends on geography: the documents of a business in Furna are shared online, while the canton Grisons keeps its own deadlines for the tax return.

Furna requires no special bookkeeping: the Code of Obligations applies at postal code 7232 as everywhere else, and a well-kept digital file transfers smoothly to any auditor in the canton.

Frequently asked questions

Can e-invoicing be automated with AI?

Largely, yes: automatic document reading, posting suggestions, bank reconciliation via QR references and VAT exports. Human approval remains essential — AI prepares, the professional checks. That is exactly how MyFiducia.ai approaches e-invoicing.

How long must records related to e-invoicing be kept?

Ten years from the end of the financial year concerned (art. 958f CO). Electronic retention is permitted if the integrity and readability of the records are guaranteed — a serious digital archive validly replaces paper binders. A business in Furna can therefore archive fully digitally.

What is the difference between a limited and an ordinary audit?

The ordinary audit applies to companies exceeding, for two consecutive years, two of three thresholds: CHF 20 million balance sheet total, CHF 40 million revenue, 250 full-time positions. Others fall under the limited audit, and those with no more than ten full-time positions on annual average can opt out with all shareholders' consent. These federal thresholds do not depend on the registered seat — in Furna as anywhere.

What are the current Swiss VAT rates?

Since 1 January 2024: 8.1% (standard), 2.6% (reduced — for example food and medicines) and 3.8% (accommodation). Returns must be filed and paid within 60 days after the period ends (quarterly under the effective method, semi-annually under the net tax rate method). These federal rates apply unchanged in Furna.

Also worth reading

In neighbouring municipalities

Switch to accounting that keeps itself up to date

MyFiducia.ai automates e-invoicing for businesses in Furna: AI-read documents, posting suggestions, VAT and exports ready for your fiduciary. Try the platform or browse our other guides.

The application is operated in French.

    E-invoicing for medical practices in Furna | MyFiducia.ai