Set up eInvoicing portal

In the “Settings” section, you can manage and modify customer data and contact details yourself and adjust other administrative settings.

Manage address and customer data

Manage your address and customer data so that the data shown is accurate and up to date when you search for contact persons.

Edit credit accounts

Add, edit or remove credit accounts.

Important: always use the same IBAN you use for invoicing.

Configure the display options

Decide whether and how to display your company in eBill and the The link will open in a new window eDirectory.ch directory. For example, you can specify your display name here. This is especially useful for distinguishing between different IDs and if your company issues invoices under another name.

eBill registration form and logo management

Modify the eBill registration screen and logo for all supported languages. Even if you use the same logo, it must be added for every language.

User administration

In your user account, you can add and remove users who have access to your invoice management in the eInvoicing portal and assign or revoke administrator rights. This gives you complete control of authorizations at all times.

How to add new users as an administrator:

1. Log in with your admin account
2. Open user administration
3. Select the option “Add user”
4. Enter the new user’s e-mail address
5. The new user will receive an e-mail with instructions on how to register
6. Once they have registered successfully, you can activate the new user as administrator

Biller ID/payer ID management

In your user account, you can access various biller and payer IDs More information Biller and payer IDs are unique identification numbers for invoice issuers and recipients. Simply click on the relevant ID in the top right-hand corner to use and manage it.

Use the recipient directories for B2B e-invoicing and eBill to keep your recipient lists up to date with ease – all directly within the eInvoicing portal.

eDirectory for B2B e-invoicing

If you use B2B e-invoicing as an invoice issuer, you can use the directory The link will open in a new window eDirectory.ch to search for recipients More information Not all recipients are visible. Recipients can manage visibility themselves. who are able to receive B2B e-invoices and add them to your recipient directory. This is crucial in order to create and maintain the recipient directory before uploading PDF invoices or before manually creating invoices, as otherwise invoices cannot be assigned correctly.

Please note: you require an admin role to create and edit the recipient directory.

You can also search for invoice issuers in the eDirectory More information Not all recipients are visible. Invoice issuers can control their own visibility.

Look-up for eBill

As an eBill invoice issuer, you can use the look-up function to check whether private individuals or small companies wish to receive eBill invoices. To do so, enter the recipient’s e-mail address or company ID number. If a hit is found, the next invoice can simply be sent as an eBill.

Paper Bill – digitize invoice recipients

If you use Paper Bill, you have two reports to choose from in the eInvoicing portal under “Downloads”:

• The eDirectory look-up report, which can be used to identify potential B2B e-invoice recipients
• The eBill look-up report, which shows you who is already registered for receiving eBills

This allows you to easily identify invoice recipients who could potentially switch from paper to digital invoices.

Invoice mailing

If you use software that has an interface with PostFinance, you can send your invoices directly via your ERP and track delivery there as well.

Otherwise, you can transfer your invoices in the eInvoicing portal in the following formats:

• XML upload
• PDF upload More information Please bear in mind that the PDF must use the naming format “BillerID_TransactionID.pdf”. We recommend using the transaction ID as the invoice number. (Find more information about the required naming formats and fields in the The link will open in a new window e-invoicing manual)
• Manual invoice entry

Receive invoices

If you use software that has an interface with PostFinance, you can receive your invoices directly in your ERP.

Alternatively, you can receive and download your invoices in the eInvoicing portal.

You can view the status of all your invoices in the processing log and track whether they have been sent successfully. If your software has an interface with PostFinance, you can access this information directly in your software. Otherwise, you can do so in the eInvoicing portal under “Downloads”.

Alternatively, you have the option of using the “Search invoices” function in the eInvoicing portal to verify the details of individual invoices.

You can also view the eBill registration/deregistration logs in the same place to find out which invoices recipients have switched.