Getting Started with Slonge Billing

Welcome to Slonge Billing – your Swiss solution for invoicing and accounting.

Overview

Slonge Billing is a cloud-based software for small and medium enterprises (SMEs) in Switzerland. The platform offers:

• Client Management: All your clients in one place
• Project Management: Projects with time tracking and material costs
• Invoicing: Swiss QR invoices with PDF export
• Dunning: Automatic three-level reminders with optional approval mode
• Expense Management: Capture receipts with AI-powered text recognition
• Smart Inbox: Forward emails to your personal inbox address — the AI creates expenses, vendor bills, and leads
• Accounting: Double-entry bookkeeping according to Swiss SME standards with full chart-of-accounts hierarchy
• AI Suite: Invoices from natural language, cash-flow forecasts, anomaly detection, smart search, duplicate detection
• Reports: Balance sheet, income statement, and exports (Abacus, ASR)

User Roles

There are three user roles with different permissions:

Sign In & Sign Up

Email + Password

On the login page, enter your email and password. On first sign-up you receive a confirmation email — confirm it before you can use all features.

Sign in with Google

Click Sign in with Google on the login or sign-up page. Slonge Billing creates an account automatically if you don't have one yet. Existing accounts with the same email are linked automatically the first time you sign in via Google.

Forgot Password?

Click Forgot Password on the login page. You'll receive an email with a time-limited reset link.

First Steps

1. Explore the Dashboard

After login, you land on the dashboard. Here you see:

• Quick Actions: Capture receipt, new expense, projects
• KPIs: Your key metrics at a glance
• Recent Activities: Recently created expenses and invoices

2. Set Up Company Data

Go to Settings and complete:

1. Company name and address
2. IBAN or QR-IBAN for invoices
3. VAT number (if VAT-registered)
4. Default hourly rate

3. Create Your First Client

1. Click on Clients in the navigation
2. Click on New Client
3. Fill in the contact details
4. Save the client

4. Create Your First Project

1. Go to Projects
2. Click on New Project
3. Select the client
4. Define the hourly rate
5. Add stories/tasks

5. Record Time

1. Open a project
2. Select a story
3. Click on Record Time
4. Enter date, hours, and note

6. Create an Invoice

1. Go to Invoices
2. Click on New Invoice
3. Select project and unbilled entries
4. Generate the invoice with QR code

Quick Actions (Mobile)

On mobile devices, you'll find quick actions directly on the dashboard:

• 📷 Capture Receipt: Take a photo and use AI text recognition
• ➕ New Expense: Record an expense manually
• 📁 Projects: Go to project overview

Keyboard Shortcuts (Desktop)

Next Steps

• Manage Clients
• Create Projects
• Create Invoices
• Set Up Accounting

Frequently Asked Questions

How do I invite more users?

As an administrator, you can invite new team members via email under Settings > Users.

Can I change the language?

The app is currently in German. English documentation is available.

Where can I find my invoices?

All invoices can be found under Invoices in the main navigation.