Support → email@example.com
Partner's website → https://www.invocloud.ch/
Details on the partner app → Marketplace
Requirements and general information
As the service is integrated into bexio, users must be bexio customers in order to use or register for the InvoCLOUD service for sending eBill / ZUGFeRD invoices via bexio.
eBill invoices can only be sent to contacts (invoice recipients) who have registered for eBill with their bank and wish to receive invoices from invoicing parties (in this case, the bexio customer).
The InvoCLOUD customer portal is available to bexio customers in several languages (DE, FR, EN, IT).
How do I connect the app?
1. Add app
Search for the application via our App Marketplace (https://www.bexio.com/marketplace). Click on «Add APP».
You will be redirected to login to bexio with your bexio user data.
Access to the data listed below is required in order to register bexio customers with SIX as invoicing parties. It is also required in order to transmit invoices to SIX on behalf of bexio customers so that the invoices can be displayed in the eBanking systems of the contact’s bank (invoice recipient). (If further approvals are required in the future (e.g. when expanding eBill services), the bexio customer will be asked to confirm access again).
In order to register, the bexio customer must select the industry that comes closest to his or her business activity. Multiple selections are permitted. The data is transmitted to SIX and serves to make it easier for bexio customers to be found by their contacts (invoice recipients).
3. Pay invoice
The invoicing party has three packages to choose from, each with a different number of invoices. These can be purchased as a subscription. Upon placing the order, the bexio customer is sent an invoice. If the bexio customer is already an eBill subscriber (in the role of invoice recipient) and has accepted InvoCLOUD as an eBill invoicing party, an eBill invoice from InvoCLOUD will be sent to him/her, otherwise a QR invoice will be sent to him/her as a PDF via e-mail:
4. Activation successful
FunkWon eBill / ZUGFeRD will only be activated in bexio once InvoCLOUD has received payment for the selected package. In order to complete the order, the bexio customer must accept the delegation declaration, the General Terms and Conditions as well as all other conditions. Successful orders are acknowledged with a corresponding message:
Invoicing via eBill / ZUGFeRD will be activated as soon as payment has been received by InvoCLOUD.
Application in bexio
Send invoice via eBill / ZUGFeRD
All contacts with whom you want to use the payment service must be kept up to date. Otherwise the dispatch is not possible.
→ Street, postal code, city not stored -> eBill & ZUGFeRD shipping not possible
If the service for sending eBill / ZUGFeRD is not activated (registration process not yet completed or subscription has expired and invoice not yet paid), the selection for sending eBill / ZUGFeRD is not available in bexio:
If the service is active and the invoice recipient has given the invoicing party permission to receive eBills, the invoice can be sent directly from bexio via eBill:
Alternatively, an invoice can also be sent by e-mail using ZUGFeRD PDF. If the invoice recipient has not (yet) given his or her consent to receive eBill invoices, the invoice can be sent as before by e-mail (with PDF attachment) directly from bexio:
Since sending eBill / ZUGFeRD invoices is subject to a fee (i.e. the number of invoices per the selected package is reduced by one per invoice), dispatch must be confirmed. The message can be disabled by selecting the “Do not show message again” option: