x channel - FAQ
For whom is x channel suitable?
x channel has been developed for all companies who would like to send digital invoices to own customers, to recipients registered in the crossinx network, to the public administration or to eBill. With x channel, you have the possibility to control the outgoing invoice process efficiently and cost-effectively.
Which technical requirements are necessary for x channel usage?
x channel is a cloud-based application. Therefore, all you need is a working Internet connection and an up-to-date browser. You submit your invoices as PDF or structured data and we convert them into your customer's preferred format.
Where is my data stored?
The data is hosted exclusively in Switzerland and is thus subject to the Swiss Federal Data Protection Regulation.
What happens to my data after contract termination?
Access to the portal is guaranteed until the cut-off date of the termination. You are responsible for downloading and archiving your invoices, subject to retention, in your own system before the user account is disabled. crossinx will delete all invoices after the termination date has been reached.
What are the costs for using x channel?
The setup costs for the x channel service for outgoing e-invoices consists of a one-time only setup fee of 1.950 CHF and a monthly basic fee of 79 CHF. We are happy to advise you in a personal conversation.
Your contact at crossinx:
Sales Executive Switzerland
Tel: +41 79 312 91 41
How does the registration process work?
After signing a contract, we will process your one-time-only activation and invoice sending party setup. As soon as this step has been completed, you will receive a confirmation e-mail from us. You will now be able to log in to x channel as an already registered user.
I am not the main user. Is it possible to add more users at a later stage?
After registration, it is possible to add an unlimited number of users under „Settings > Users“.
How many users can I create?
x channel is licence free, you may create as many users as you need.
Is it possible to transfer the admin rights of the main user at a later stage?
All x channel users have admin rights.
I cannot read the captcha in the registry, is there an acoustic version available?
An acoustic version of the captcha is not available. If you have problems with deciphering the code, please generate a new captcha code via the „Update“ button.
Where can I find the General Terms and Conditions?
The General Terms and Conditions are listed here: General Terms and Conditions of Business
How can I change my password?
The password can be changed at any time under „Settings > User“. If you have forgotten your password, you can reset it on the login page.
Why do I need to enter my bank details?
At least one bank account is required for your setup. This will be used by crossinx in their invoices to your company. It will also be used to enrich your outgoing invoices to your customers, in case your bank data is missing in the input files.
3. My Network
How do I add new customers?
The quick links „Create New Customer“ or „Import Customer List“ allow you to create private or corporate customer entries. Via the quick link „Discover Network“ you can search for your customers in the crossinx network by entering their company name. Once identified, you may send them a registration request.
What information is required?
Creating new customer entries requires the customer number and the contact details including the address of the company.
How does the automatic import of customer master data work?
Under „Network > Import Customer List“ you have the option of importing your customer master data. You may use the sample file available in the interface, containing the required data structure. Additional information can be found in the detailed instruction sheet, available under „Network > Import Customer List > Instructions“.
Can I set up customized sending options?
Customer-specific sending options can be set up under the menu „Network > Customers > select customer > Cockpit“. In order to initiate the change, please click on „Change”. You may now update the Communication Channel and Data Conversion type and update your selection by clicking on „Save“.
How do I find my customers in the network?
Using the „Discover Network“ quick link, you can search for your customers by entering their company name. Once you have identified your customers, you may send them a registration invitation by using the „Registration“ button. This will open a new window on the right-hand side, where you will need to select „Registration > Send enrolment”.
How do I register customers who are not in the network?
Under „Network“ you can use the quick link „Create New Customer“ or „Import Customer List” for creating private or corporate customers manually. The customer data you have entered can be found under „Network > Customers“.
What are campaigns needed for?
The goal of a campaign is to inform your paper invoice recipients about the fact that you will be switching to electronic invoicing. Campaign letters can be sent by post or via e-mail. You can compose and personalise the campaign texts.
How do I create a campaign?
You will quickly access the campaign settings from „Dashboard“ > quick link „Campaigns“ or the menu „Campaigns“. You can select the campaign type and design a cover letter that will be sent per post via our print service provider or alternatively via e-mail.
How do I select my customers for the campaigns?
You can define target groups for campaigns based on particular attributes or number of invoices. „Keywords“ and „Number of Invoices“ are attributes which you can assign to your customers. Selecting the appropriate criteria and clicking on the „Find Organizations“ button will determine the target customers for your campaign.
Where do I review my campaign results?
Under „Campaigns > Overview“ you have the possibility to check the current status and the results of your campaigns. (The number of targeted customers who responded to the campaign is also displayed as a percentage.)
What is the purpose of a Landing Page?
The Landing Page is a website that contains your company presentation. Customers who have received a notification triggered by a campaign may register for the paperless invoice receipt via your Landing Page. The communication channel for registered customers will be changed automatically to „E-Mail PDF“. The next invoice will no longer be printed out, but delivered directly via e-mail.
What documents and attachments can I submit?
x channel allows you to upload invoices and master data files. Via the „Extended upload“ function within the product, you can upload additional attachment files (purchase orders, delivery notes, employment certificates) in JPEG, PNG, TIFF or PDF formats. The maximum file size is 15MB. You may also send your invoices to crossinx by e-mail. When sending by e-mail, attachments must be merged with the PDF invoice. Attachments that are separately submitted via e-mail will not be processed by crossinx. Please note that e-mails containing more than one invoice are going to be rejected.
What formats are supported?
PDF documents can be submitted via e-mail. The upload function supports additional formats, such as Swiss ZUGFeRD 2.1 and XML standard format. Further individual formats can be discussed with our project team.
What information is required in an invoice?
Invoices must be VAT-compliant and meet legal requirements as well as formal criteria. Please make sure that all invoices sent to crossinx contain a customer number. The customer number is used as routing element and enables us to deliver your invoices to the correct recipient.
What happens in the event of incorrect issued invoices?
Our support team monitors constantly the production environment– if an information is missing or if other problems occur, we will contact you right away.
Is invoice content customizable for customers?
Some invoice recipients may require additional mandatory information. Please inform yourself about the validation rules imposed by the recipient prior submitting your invoices.
Where can I find the status of my documents?
The status of your documents can be checked in the x channel portal under the „Documents“ menu. This status refers to the internal crossinx document processing and delivery. In order to check the actual business status of your documents, we recommend you to inquire this information directly from the end-recipients, portals or federal authorities.
Why can't I see my documents in the portal?
Invoices which are not listed in the x channel portal under the menu „Documents“ are either still being processed or have failed during the validation process. Our production environment is constantly monitored. We will correct any technical errors shortly or inform you about necessary changes to the content of the invoice.
What do I do if I have sent an incorrect invoice?
If an incorrect invoice has been sent, but did not reach the recipient yet, we can help you to submit a corrected invoice, by removing the duplicate invoice Id validation in our system. If the incorrect invoice has already reached the recipient, an invoice correction must be issued together with a new invoice (with new invoice number).
I have customers who only accept paper invoices – can I reach them via the x channel?
Your customer invoices can be forwarded via different transmission channels, such as paper print, PDF files via e-mail or in a different structured data format via a desired transfer protocol. The sending option „Print service with cover page“ can be selected under „Network > Customers Cockpit“.
6. Invoice submission to crossinx
How can I submit documents to crossinx?
You can either upload your invoices manually via the x channel portal or submit them to crossinx via e-mail, Document Manager or other transmission protocols.
Which protocols are supported?
In order to receive the sender invoice data in a secured way, crossinx offers various solutions that ensure integrity and authenticity, such as e-mail/upload, Document Manager, SFTP, AS2, REST API and Web Services. For restrictions and details, please refer to the relevant protocol descriptions.
Who is allowed to send invoices via crossinx?
Sending and uploading invoices to crossinx is limited to white-listed e-mail addresses and users. If you have created several users for your employees, upload rights will be assigned to them. Additional white-listed e-mail addresses can be added and administrated in the x channel portal under „Settings > E-mail settings > E-mail addresses for sending my invoices to crossinx“.
7. Invoice submission to customers
Which invoice formats can be sent over?
crossinx supports the following structured formats for submitting your invoices to your customers:
- Standard Format XML
- Swiss ZUGFeRD 2.1
In addition, you can use our printing service for paper-based submission to customers.
Can external portals be addressed?
Yes, public administration portals can be addressed by e-mail and thus receive PDF invoices. The automated invoice dispatch takes place via our roaming partner PostFinance and can be booked on request.
What is my sending e-mail address?
You define your sending e-mail addresses under the menu item „Settings > E-mail Settings“. Two types of sending e-mail addresses can be identified:
- A sending e-mail address for submitting invoices to your end-customers. The domain of the e-mail address will always end with @xmail.crossinx.com.
- One or more sending e-mail addresses for submitting your invoices to the crossinx system.
What happens if a customer replies to the sending email?
If a customer replies to your sending email address, crossinx will forward the customer request to your „Forwarding E-mail Address“. We recommend that you enter a real e-mail address under the menu item „Settings > E-mail addresses > Forwarding E-mail Address“ in the event of receiving possible customer replies.
Are the texts of the submission e-mails to my customers customisable?
The submission e-mails to your customers can be designed either by default for all or individually for a specific customer. For the individual customer e-mail settings, you can select the desired customer under the menu „Network > Customers“ and compose a sending e-mail message in the menu „Sending Options“.
8. Legal Archive
Who can access the archive?
All users with access to the x channel can download the documents from the portal and archive them locally. Transferring the archive content to the x channel user is possible via e-mail or another protocol. crossinx would transmit the archived documents via a return transmission protocol selected by you. Please note that the archive data will be made available to all your employees who have access to the archive e-mail address used for the back transfer, or to those who have access to the selected transfer protocol.
How long will my documents be archived?
Invoices must be stored in their original form for 10 years (extension to 11 years possible). crossinx offers the following document archiving options:
- Short-term archiving - 3 months (included)
- Medium-term archiving - 1 year (additional charges apply)
- Long-term archiving - 11 years (additional charges apply)
Medium-term and long-term archiving can be purchased under „Settings > My account > Add archive option“.
What happens when the archiving period expires?
At the end of the archiving period agreed with crossinx, you will no longer have access to the files designated for archiving. You are responsible for downloading your invoices before the end of this period and for archiving all documents subject to retention in your own system.
Who stands behind eBill?
crossinx is part of the eBill network and is technically and contractually connected to the eBill infrastructure of its contract partner SIX. SIX operates eBill on behalf of the Swiss banks.
Who can receive eBill invoices?
eBill invoices can be sent to all private individuals (consumers, end users) in your x channel network. Every Swiss citizen who has activated eBill in his E- or M-Banking can receive eBill invoices.
What is the difference between eBill and Direct Debit?
If an invoice recipient opts for direct debit, his account is debited directly by the invoice issuer. The invoice recipient has the right to object being debited within a certain period of time. eBill invoices are sent to a bill recipient directly via his E- or M-Banking. The payment date can be determined manually or automatically by the invoice recipient.
What is the difference between eBill and e-mail invoices?
E-mail invoices are sent to the bill recipient’s e-mail inbox, waiting to be manually processed and approved. eBill invoices are submitted directly in the invoice recipient's E- or M-Banking, where they can be quickly reviewed and approved for payment.
How much does sending invoices via eBill cost?
The standard crossinx transaction fees apply when sending invoices to the eBill portal.
How do I register as an invoicing party for eBill?
Once you have registered with x channel, you can configure your eBill biller profile under „Settings > eBill settings”. Through this registration, your company and bank details will be transferred to the eBill platform. You may decide whether the data is visible and whether you accept ISR direct registrations. Optionally, you can design a detailed company presentation under the menu item „Network Presentation in eBill”.
How do I add a bill recipient?
Under the menu item „Network” you can use the quick link „eBill Look-Up" to check if known customer e-mail addresses are listed in the eBill portal. If the bill recipient has marked himself as visible for all billers, you can initiate the registration. Alternatively, bill recipients can register with you if you have activated the „Visible" checkbox under „Settings > eBill settings". Under „Dashboard" you can accept registration requests and find your eBill bill recipients under „Network".
How do I send invoices to eBill?
As soon as an invoice recipient registration has been confirmed, the dispatch channel of the invoices is automatically changed to eBill. The sending method cannot be changed in this case. eBill invoices created and sent via x channel are automatically placed in your customer's E- or M-Banking, where they can be viewed and approved.
How can I unsubscribe from eBill?
The eBill deregistration takes place as soon as you uncheck the „Registered" checkbox under „Settings > eBill settings" and save your change. You are then logged off as a biller from the eBill platform. A new registration via eBill is possible. Please note that you can no longer send invoices to customers who have actively registered with you via eBill. These customers must be registered again in your private network.
Do you still have open questions or do you need our support? Then write to us by e-mail at email@example.com or via our contact form, we will be happy to help you!