How to gain eBill recipients

Unlike sending invoices by post or email, with eBill recipients must first activate your company in their online banking before you can send them invoices via eBill.

It is therefore especially important to actively promote eBill to your customers and make the activation process as simple as possible.

Integrate eBill hint into existing communication

Use your existing communication channels to regularly inform customers about eBill. For example:

• On invoices (e.g. “Switch to eBill now”) — available in Pingen
• Step-by-step instructions — available in Pingen
• In email signatures
• In payment confirmations
• In newsletters

How Pingen helps you gain eBill recipients

Pingen allows you to print a free eBill hint directly on your postal invoices.

This hint includes:

• a QR code with the message:
  “Switch to eBill now. Scan the QR code and enable us.”
• a personalised webpage with your logo and step-by-step instructions
• a direct link to activate your company in the eBill portal

This allows your customers to complete the activation process in just a few clicks.

Activate the eBill hint in Pingen

To activate the eBill hint in Pingen, your Organisation must be connected to an eBill account. Learn more about creating an eBill account

The eBill hint can easily be configured using Presets in Pingen. Presets allow predefined actions to be automatically applied to selected documents.

How it works:

• Sign in to your Pingen account
• Navigate to "Organisation Administration" → "Presets"
• Create a new Preset for the "Postal Mail" channel or open an existing Preset with the status "Draft"
• Upload a reference PDF containing a QR invoice
  (Recommendation: a 2-page document with the QR invoice on page 2)
• Select the action "eBill Hint"
• Specify on which pages the hint shall appear:
• • First page
  • Last page
  • Specific page
• Specify the position of the hint on the selected pages
• Activate the action and click "Finalise Preset"
• Apply the Preset to your desired documents. Learn more

The eBill hint can only be printed on documents that contain a QR invoice. If the Preset is applied to documents without a QR invoice, the eBill hint will not be included.

The language of the eBill hint is automatically adapted to the language of the invoice. Pingen detects the language based on the QR payment section and inserts the hin in the appropriate language accordingly. The eBill hint is available in German, French, Italian, and English.

When applying the Preset, the eBill hint is always inserted at the specified position. Please ensure that this area remains free of any content in your documents so that no content is overwritten.

Personalised webpage with step-by-step instructions

After completing the Preset, you will receive a link to your personalised webpage via email.

This page includes:

• Your company logo
• Easy-to-understand step-by-step instructions
• A direct process to activate your company in the eBill portal

As soon as customers scan the QR code on the postal invoice, they are taken directly to this page. There, they can activate your company for eBill in just a few steps.

You can also share the link to this personalised webpage through additional channels and marketing activities, such as newsletters or social media. An example of such a personalised webpage can be found here.

Manage eBill recipients in Pingen

As soon as customers activate your company for eBill, they will appear in Pingen as eBill recipients. Learn more about managing eBill recipients