Hourly and fixed fees
Traceable.
Hotel feature
Fee invoice and QR-bill: for insurance and financial advisors
Advisory fees or hourly services are billed with a QR-bill and match when paid. Commission income is tracked separately so the two income types do not mix.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Fees and commission kept apart
Meeting time and fixed-fee services become the bill; it is prepared in the client’s language in QR-bill format. The bill closes when payment arrives and a reminder flow runs for overdue bills.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Swiss specifics
Fee and commission disclosure rules and VAT are clarified with the firm and its accountant.
Frequently asked questions
Can advance payments be requested?
Yes; the advance is recorded separately and deducted from the final bill.
Related topics
Commission tracking
Commission, fee and renewal income per policy are tracked; in a general agency the sub-agent split is calculated too.
Learn moreAppointments and calendar
The client books online; before the meeting the adviser finds the client file, open topics and deadlines in front of them.
Learn moreReports
Portfolio breakdown, commission and fee income, renewal rate and client count appear on one screen.
Learn more