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Add-on InvoCLOUD (eBill / ZUGFeRD)

InvoCLOUD is a network partner of the SIX infrastructure. Thanks to the services of InvoCLOUD, customers can send their invoices directly from bexio in eBill and ZUGFeRD format.

Developer → InvoCLOUD AG
Support
→ office@invocloud.ch 
Partner's website → https://www.invocloud.ch/
Details on the partner appMarketplace

Conditions and further details can be found on our App Marketplace. Billing for the integration is carried out directly by the partner. The conditions of bexio are not affected by this.
Information regarding inquiries: This connection was programmed by the third-party provider. As they are the developers of this system integration, they know the functions of the interface best and can support you with any questions you may have.

 

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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».

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2. Register

You will be redirected to login to bexio with your bexio user data.

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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).

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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).

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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:

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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:

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Note re. activation
Invoicing via eBill / ZUGFeRD will be activated as soon as payment has been received by InvoCLOUD.
In addition, InvoCLOUD transfers information to the bexio system about all contacts (invoice recipients) who wish to receive eBills from the invoicing party. This information is required by bexio so that an invoice can only be sent via eBill if the recipient of the invoice has given his/her consent. Before each invoice is sent, InvoCLOUD checks again whether the invoice recipient is still activated to receive eBills, otherwise a ZUGFeRD invoice is created and transferred to the bexio system to be sent by bexio via e-mail.

  


 

Application in bexio

Send invoice via eBill / ZUGFeRD

Important information for maintaining contact master data:
All contacts with whom you want to use the payment service must be kept up to date. Otherwise the dispatch is not possible.
→ No or wrong e-mail address stored -> eBill and ZUGFeRD shipping 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:

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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:

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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:

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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:

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