User guide
Step-by-step help from account setup to invoicing, expenses, banking and monthly payroll runs.
Getting started
Create your account, set up your company, manage modules and invite your team.
Create your account and set up your company
First login: sign-up, company information and the essential settings to configure before your first invoice.
Set up your company
The My company page, one card at a time: what to fill in and what each setting changes in your documents.
Read the dashboard
What the graphs and tiles of the Dashboard show, and how to reach support.
Manage your subscription and modules
Turn modules on, choose a plan, understand the limits, change package or cancel, all from My account.
Invite your team and manage access
Give your colleagues access module by module, remove a member and transfer ownership of the company.
Billing
Clients, quotes, QR-bills, reminders, recurring invoices, catalog and import.
Manage your clients
Create client records in a few clicks, import an existing file and keep your contact details up to date for your invoices and quotes.
Create a quote
From draft to invoice: send your quote, track the client's reply and convert it without retyping.
Create an invoice
From picking a client to sending the PDF with a Swiss QR code, in minutes.
Track payments and reminders
From sent invoice to payment: statuses, reminders, corrections and exports, step by step.
Create a recurring invoice
Subscriptions, monthly retainers, annual mandates: schedule once and Bill Alps issues invoices at the right cadence.
Use the product catalog
Save products once, group them into lists and add ready-to-edit lines to invoices and quotes.
Fill invoice lines with AI
Paste a summary table, guide the AI with a precise prompt, get ready-to-bill lines.
Customize your invoices with templates
Prepare a reusable layout for your invoices and quotes: logo, color, payment terms and messages.
Import your previous invoices
Switch software without losing your history: the AI reads your invoices, you check them, and Bill Alps creates them with their number, dates and original file.
Prepare your VAT return from your invoices
Your invoice totals, ready to copy figure by figure into the FTA portal.
Accounting
Expenses, bank statements and reconciliation.
Record your expenses
Upload a receipt, let the AI read the data, check it, then find everything in a summary ready for your trustee.
Import your expenses from Google Drive
Have the AI analyse a whole Drive folder, then review and accept each document before it enters your expenses.
Import your bank statements
Upload a camt, CSV or Excel statement, check the rows, then find your transactions on the Bank page.
Bank reconciliation
Link each bank transaction to the invoice, expense or salary it settles, to keep your payment statuses up to date.
Payroll
Employees, payslips, absences, salary certificate and employee portal.
Set up payroll
Funds, pension and insurance: what to fill in on the Salaries tab before the first payslip, and where each figure comes from.
Create an employee
Personal details, contract, withholding tax tariff: everything needed to issue a compliant payslip.
Generate a payslip or a monthly batch
Single payslip or group run: Bill Alps computes contributions, withholding tax and produces the PDFs.
Record an absence
Sickness, accident, maternity or paternity leave: record the absence and Bill Alps proposes the matching lines on the payslip.
Configure a collective agreement
Assign the right collective agreement, enter the wage category and spot the points to check before issuing payslips.
Prepare the salary certificate (Form 11)
Bill Alps provides the annual summary and an XML file: the official Form 11 is then generated in eLohnausweis SSK.
The employee portal, seen by your employees
Payslips, absences, personal data: what an employee can view and request once you have sent them their access link.
Managing the employee portal and change requests
Send access links, track their status, then apply or reject what your employees ask you to correct.
Trustees
Manage client mandates, or give your trustee access.
Manage your mandates
Create or join your clients' companies, decide who pays for each module and switch between mandates from a single account.
Give your trustee access
Answer your trustee's request, know what they can do and remove their access whenever you want.
Developers
The public REST API: keys, HTTP requests, JSON, conventions and errors.
Getting started with the Bill Alps API
What the REST v1 API covers, how to get a key safely on the sandbox, and the first call that tells you which companies you can act on.
Invoicing with the API: from client to sent invoice
The whole invoicing path in REST calls: client, template, invoice, finalisation, sending, PDF, then quotes and recurring invoices.
Payroll, expenses and accounting with the API
Employees, payslip creation, absences, expenses, bank statements and annual accounts, in REST calls.
Payroll cycle with the API
A payroll month in REST calls, from the calendar to the PDFs, with what each step does to the payslip status.
Bill Alps API: conventions and errors
What holds on every route: envelope, pagination, dates, strict bodies, errors, usage, and what a sandbox reset does to your keys.