Requirements
- Companies based in Switzerland or Liechtenstein
- Business account in CHF
PostFinance Smartbusiness
Manage accounts receivable and accounts payable easily online
Create your bills and manage your revenue easily online. From making offers and invoicing to controlling open receivables, you can use the PostFinance SmartBusiness online platform to carry out your transactions simply and easily. With the accounts payable option, you can also record your accounts payable invoices, generate payment files to be uploaded into e-finance, and keep control over pending payments.
PostFinance SmartBusiness: for accounts receivable and payable
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Access anytime, anywhere using the browser-based solution, which is always up to date
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Cost-effective – test for 30 days, free of charge, no strings attached.
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Creation of offers, order confirmations, delivery notes and invoices by means of integrated customer, product and offer data
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Overview of outstanding invoices and the option of managing them electronically
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Seamless integration of e-bill and e-payment, create inpayment slips and ISR and automatically import and compare payments
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With the option of accounts payable management for easy expense registration, including PDF slips
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Data hosting in Switzerland
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Demo
Find out how easy it is to manage accounts receivable with PostFinance SmartBusiness.
Login and security
After the 30-day test phase, PostFinance SmartBusiness can be accessed via a multi-level security system with a one-time password. To access the service, you require:
- Smartphone: iPhone, Android or Blackberry
- App for authentication: PostFinance recommends the free Google Authenticator app, available in the relevant App Store
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After the free 30-day test phase, you can choose between the following packages:
Package Range of functions Price Package PostFinance SmartBusiness BasicRange of functions - Product, service and customer management
- From making offers to issuing invoices
- Accounts receivable functions with direct booking of incoming payments
Price CHF 15/month, excl. VAT, can be terminated at the end of the monthPackage PostFinance SmartBusiness AdvancedRange of functions All the same functions as SmartBusiness Basic, plus:
- Time recording for your staff
- Project management
Price CHF 19.90/month, excl. VAT, can be terminated at the end of the monthPackage Additional accounts payable management optionRange of functions - Easy expense registration, including PDF slips
Generation of pain.001 payment files to be uploaded into e-finance
Reconciliation of account statements with pending expenses
Price CHF 4.90/month, excl. VAT, can be terminated at the end of the month
If you opt for a fee-based package after the test phase, your settings and data will be retained.
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Subscriber Conditions
API (application programming interface)
Installation service
On request, our cooperation partner EasyCode-IT Ltd. can take care of the complete installation and configuration of PostFinance SmartBusiness. It is worth taking advantage of the fee-based installation service: After the basic configuration your software is ready to go.