For Catering

Create quotes and invoices for catering, events and banquets

Whether it's a company event, a wedding, or a banquet in your own restaurant: a catering quote usually consists of a menu per person, a drinks package, service staff, and rental equipment. OfficePilot reflects this structure using your own price list. OfficePilot is not a point-of-sale system and not a table reservation tool; it handles the quotes and invoices around your events.

Try 2 documents for free View pricing

from CHF 9.90 per month · 2 documents free, no credit card

Cancellation, data, exit

You can cancel monthly and yearly plans at any time for the end of the current billing period, in your account via the Stripe customer portal. Access stays active until then. Cancellation (Terms, section 7)
Before you delete your account you can download your records yourself (account → settings → Export my data). Deletion happens immediately, within 30 days at the latest; posted accounting data and finally issued invoices are kept locked for as long as the statutory retention period runs; no account has access to it any more. You are responsible for keeping your own business records. Deleting data (Privacy policy, section 6) Alternatively, you can request the release of your data by email to info@officepilot.ch. Your rights (Privacy policy, section 9)
Data may be processed in, or accessible from, Switzerland, the European Economic Area and the USA. Storage locations (Privacy policy, section 5)

Combine menu, drinks, staff, and rental equipment

In your price list you store items such as aperitif, menu, or buffet priced per person, the drinks package, service staff per hour, as well as crockery rental, delivery, and setup. For each event you combine these items freshly and adjust the number of guests.

For catering there is an industry starter pack with typical items such as aperitif buffet, three-course menu, drinks package, or service staff. The prices are sample values that you adjust to your own rates. The starter pack is currently created with German item names only; you can rename the items.

Create event quotes quickly

After talking to the customer you capture date, guest count, and wishes as keywords and get a quote draft you can review and approve on your phone. For unfamiliar items, it stays visible that they aren't yet in the price list, so you can check them before sending.

Quotes can be created in several languages, for example German, French, or English, if your customer or the guest group needs it.

Deposit invoice before the event

For larger events many businesses ask for a deposit. From an accepted quote you create an interim invoice (Akonto) and later the final invoice referring to the payments already made. Whether you ask for a deposit, and how much, is up to you.

Invoice with QR code and reminders

After the event you create the invoice using the same customer and line-item data. If IBAN, address, and company details are on file, OfficePilot generates a valid Swiss QR invoice. From the Standard plan, OfficePilot flags overdue invoices and prepares the reminder at the click of a button; you review it before it is sent.

How it works with OfficePilot

1
Choose items from your price list
Assemble menu, drinks, staff, and rental equipment with the guest count.
2
Review and send the quote
Check the draft, adjust it, and send it to the customer as a PDF.
3
Deposit and invoice with a QR code
If needed, an interim invoice up front, and after the event the final invoice with a payment section.

Checklist before sending

Guest count and event date are correct
Prices per person and staff rate are up to date
Rental equipment, delivery, and setup are accounted for
Payment details for the QR invoice are complete

Frequently asked questions

Is OfficePilot a point-of-sale or reservation system?

No. OfficePilot creates quotes, invoices, contracts, and reminders. Point of sale and table reservations are handled by other tools.

Can I mix prices per person and per hour in one quote?

Yes. You store both units in your price list and combine them however you like per quote or invoice.

Can I ask for a deposit?

From a quote you can create an interim invoice (Akonto) and finally a final invoice. You decide the amount yourself.