Issue eBill invoices from CashCtrl via Dibito

Send your invoices from CashCtrl as eBill invoices today. Dibito supports you with this.

Prerequisites

• You are using CashCtrl in the CashCtrl PRO or CashCtrl ENTERPRISE version.
• You have successfully verified your organization as a biller with Dibito.

One-time set-up

To create eBill invoices from CashCtrl, you must first add an eBill identification to the corresponding contacts with an additional field and insert this on the invoice document. Dibito then takes over the further processing and delivery of the invoice as an eBill.

Add additional field eBillRecipientId to your CashCtrl contacts

Log in to your CashCtrl account and go to the settings:

Select the "Additional fields" option:

Go to the "People" tab and add a new additional field with the following settings:

• Name: eBillRecipientId
• Field type: Text field
• Tab: eBill

Save the additional field and make a note of the Variable names, normally $customField1:

Add eBill identification to your CashCtrl contacts

Now go to a contact to whom you would like to send an eBill invoice, select "Edit" and go to the new "eBill" tab. Enter the eBill identification of the contact there and save the contact.

How do I find the eBill identification of my contacts?

For private individuals, the eBill identifier is the email address. Please note that each private individual can only enter one email address in the eBill portal. This email address may not be the primary email address of the contact.

For companies, it is the company identification number (UID). You can find the UID of every Swiss company in the federal UID register. (Example: CHE-428.851.403).

You can find out whether you can send an eBill invoice to a person or a company in the Dibito interface under the "Recipient" menu item.

On the person page, you can show the new column "eBillRecipientId" by pressing the triangle symbol on any column name, selecting the menu item "Columns" and then ticking the desired column at the bottom:

Insert eBill identification on invoice document

Now go back to the settings in your Cash Ctrl account. Select the "Document templates" option :

Edit or copy the invoice template you are using. In this example, we are editing the "Digital, QR Switzerland" template:

Select the "HTML" tab and activate the "Overwrite HTML" option if necessary.

Now insert the text eBillRecipientID:$customField1 in. Make sure that you use the variable name noted previously. In our example, we add the following lines to the block DOCUMENT INFO TABLE:

<tr>
  <td><td>
  <td>eBillRecipientId:$customField1</td>
</tr>

Notes on formatting

• The new text "ebillRecipientId:..." can be placed anywhere on the page.
• The text together with the variable must be separated by a colon and must not contain any spaces.
• Capitalization is ignored.

Check the display on the "Preview" tab (the variable is not filled in at this point):

Save the new template.

Submit invoice

Generate invoices in CashCtrl

Create your invoice for an eBill contact from CashCtrl as a PDF file as usual:

Select one of your eBill contacts and create the invoice as desired:

Edit your invoice and select the correct document template with the eBillRecipientId text. Save the invoice as a PDF.

Submitting the eBill invoice with Dibito