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Swiss Electronic Payments Using ESR

The Einzahlungsschein mit Referenznummer (ESR) electronic payment method is an electronic debtor service that allows the customer to bill open invoices in Swiss Francs (CHF) and Euros (EUR), and to post incoming payments efficiently. The reference number, or code line, contains all relevant bookkeeping data.

With ESR electronic payments, you can do the following:

  • Send ESR payment slips with unique reference numbers on the invoices. Because of the unique ESR reference numbers, the payments for settlement are automatically applied to the related invoices. For more information, see How to: Print ESR Invoices.

  • Download the ESR files from the bank daily. The files contain information about all paid invoices.

  • Import the ESR files and create payment lines automatically for each payment. For more information, see How to: Import ESR Payments.

Note

Before you can use the ESR module, you must set up the bank, bank account, and file name. You must also specify whether ESR or ESR+ should be used. For more information, see the ESR Setup table.

When you have evaluated the setup information, you can adjust the invoice form, and you can create a test series that you can ask your bank or postal service to validate.

When you set up number series for invoices, you must follow these guidelines:

  • Use a maximum of eight digits.

  • Use only numeric characters.

  • Do not precede numbers with zeros.

See Also

Tasks

How to: Print ESR Invoices
How to: Import ESR Payments

Reference

ESR Setup

Concepts

Swiss Electronic Payments
Swiss Electronic Payments Using DTA
Swiss Electronic Payments Using LSV+

Other Resources

No. Series Table