More
Understand SmartBusiness fullyCategories on this page
Backup
-
-
You do not need to create a local backup for your SmartBusiness account. However, if you would still like a local backup, the best thing to do is to export your data regularly.
-
To do this, go to “Receivables / Payables > Data > Export” and select “Accounting". You can keep your contacts secure in exactly the same way. To do this, go to “Contacts > Data > Export > Contacts”.
1 / 2 -
-
-
You do not need to create a local backup for your SmartBusiness account. However, if you would still like a local backup, the best thing to do is to export your data regularly. At PostFinance, SmartBusiness is backed up several times a day – losing your data is therefore very unlikely.
1 / 1 -
-
-
Your data is in PostFinance’s data centers. Your data is stored exclusively in Switzerland.
1 / 1 -
-
-
SmartBusiness assumes the legal obligation for you to archive data electronically. If you would still like to file your invoices physically, you can either print out the invoices each time one is sent or you can secure them periodically with an export.
1 / 1 -
Cancellation
-
-
You can cancel SmartBusiness at any time within one month. To do this, you must go to “Account” in SmartBusiness. Under “Billing”, you will find the button “Cancel SmartBusiness” – the matter is then closed as far as you are concerned.
1 / 1 -
-
-
You can change to a bigger package at any time. To do this, go to “Billing” in SmartBusiness via the “Account” button.
-
You can select a new package here. The price difference will then be included directly in your monthly debits.
-
If you would like to change to a smaller package, you can do this at any time before the end of the month. To do this, go to “Billing” via the “Account” button and select the package. At the end of the current month, you will still be charged the old price. From the following month onwards, you will pay the price of the smaller package.
1 / 3 -
API
-
-
The SmartBusiness interface is in the development phase.
1 / 1 -
Help
-
-
If you would like professional help to set up SmartBusiness or to receive training, please go to www.smartbusiness.help/en or call +41 32 343 36 00.
1 / 1 -
-
-
If you would like professional help to set up SmartBusiness or to receive training, please go to www.smartbusiness.help/en or call +41 32 343 36 00.
1 / 1 -
-
-
You can access help by using the tutorials, sending an e-mail to smartbusiness@postfinance.ch or by calling the following number: + 41 58 667 99 75.
1 / 1 -
Receivables export
-
-
Go to “Receivables” and then to “Data > Export > Generate export”. Now select the type of export.
-
Standard export: in a standard export, all the document information is contained in one row per document.
-
Detail export: in a detail export, each position on the document has its own row, which means several rows per document.
-
Zip: in a Zip archive, all the document PDFs are contained in one folder.
-
Accounting: the “Accounting” export option links all the other options.
1 / 5 -
Payables export
-
-
Go to “Payables” and then to “Data > Export > Generate export”. Now select the type of export.
-
Standard export: in a standard export, there is one row per cost containing all information for the respective document.
-
Detail export: in a detail export, you have one row per cost category, which means several rows per cost.
-
Zip: in a Zip archive, you have all the document PDFs in one folder.
-
Accounting: the “Accounting” export option links all the other options.
1 / 5 -
Series groups
-
-
Yes, you can divide your contacts into various groups. A contact can also be placed in several groups, which can be changed at any time in future.
1 / 1 -
-
-
If you group your contacts, you can contact your customers or send advertisements to them more easily and in a more targeted way. In just a few steps, you can send a form letter to all contacts in a group or an invoice to all members in a course group.
-
Customers can be sorted into groups when exporting your contacts, which means that, for example, you can create participant lists quickly and easily for different courses.
1 / 2 -
-
-
Go to “Contacts > Administration > Groups”. Then select “New” and give the group a name of your choice.
1 / 1 -
-
-
The group must already have been created. Select your chosen contact and edit it. Go to the “Groups” field and enter the group name there. Select the relevant group from the groups now displayed. Save the change.
1 / 1 -
-
-
If you would only like to see group members, select the group filter. Now mark yellow all the groups that you would like to view. If you select the “AND search” function, only contacts which appear in all groups will be displayed to you.
-
If you select the “OR search” function, all contacts will be displayed which have been assigned to at least one of the selected groups.
-
If you would like to have all contacts displayed again, simply close the group filter.
1 / 3 -
-
-
Go to “Contacts > Administration” and use the group filter to display the desired group. After selecting the contacts, choose the option “Selected” and then “Letter”. You will then be directed to “Contacts > Correspondence”.
-
Alternatively, you can go directly to “Contacts > Correspondence” and start a new letter via the “New” button. When selecting the contact, you can use the magnifying glass symbol to select several contacts and send the mailshot to several people – regardless of group membership.
-
In the letter draft which is now open, you can write your letter under “Texts”.
-
Placeholders are helpful. You can use placeholders to address the letter personally without having to edit each letter individually. However, you must first ensure that the information required by the placeholder is actually stored.
-
If you save the draft, you will receive a draft version of the invoice for each recipient. When sending the letter, you can select several invoices to download and print out in your office. On the other hand, you can also send the invoice by e-mail, e-bill or via pingen.com.
1 / 5 -
-
-
Go to “Contacts > Administration” and use the group filter to display the desired group. After selecting the contacts, choose the option “Selected” and then “Invoice”. You will then be directed to “Receivables > Documents > Invoices”.
-
Alternatively, you can go directly to “Receivables > Documents > Invoices” and start a new letter by clicking “New”. When selecting the contact, you can use the magnifying glass symbol to select several contacts and send the series invoice to several people – regardless of group membership.
-
You can create the invoice as usual in the invoice draft that is now open.
-
If you save the draft, you will receive a draft version of the invoice for each recipient. When sending the letter, you can select several invoices to download and print out in your office. On the other hand, you can also send the invoice by e-mail, e-bill or via pingen.com.
1 / 4 -