Quickly find answers to all your questions about Bexio Mailer, security, setup and pricing.
Bexio Mailer connects directly to your Bexio account via the official API. Once configured, it automatically detects your new invoices and other documents and sends them according to your rules. No technical installation required.
Initial setup takes about 5 to 10 minutes. You simply need to connect your Bexio account, configure your sending preferences, and create your first email templates. Our setup wizard guides you step by step.
Yes! Our customer support is available in French, German, English and Italian. Starter and Business customers have standard email support, Pro customers get priority support, and Fiduciaire customers have dedicated support.
Bexio sends emails from [email protected] — your clients don't see your brand. With Bexio Mailer, you send from your own domain (e.g., [email protected]), customize your templates, automate recurring sends and access detailed analytics. It's a complementary tool that professionalizes your communication.
The security of your data is our top priority. All data is hosted in Switzerland on secure servers. We use SSL/TLS encryption for all communications and are GDPR compliant. Your Bexio credentials are never stored in plain text.
No, we never have access to your bexio credentials. The connection is made via OAuth 2.0, the security standard used by Google, Microsoft and bexio themselves. You only authorize read access to your invoices and contacts. You can revoke this access at any time from your bexio account settings.
SPF (Sender Policy Framework) is a DNS record that authorizes our server to send emails on your behalf. Without this configuration, your emails may end up in spam. Our SPF wizard guides you step by step, or you can use the 1SWISS1 sending connector without any DNS configuration.
Yes, with the Pro and Fiduciaire plans you can configure your own SMTP server and send emails from your own address (e.g., [email protected]) instead of [email protected]. This strengthens your brand image.
Yes, Bexio Mailer works with all bexio plans (Starter, Plus, Pro). You just need access to the bexio API, which is included in every subscription. The connection is made via OAuth 2.0 in seconds.
No, no changes are needed in your bexio account. You simply authorize access via OAuth 2.0 (secure connection) and Bexio Mailer does the rest. Your bexio data and settings remain untouched.
No, as long as your SPF is correctly configured (or you use the 1SWISS1 sending connector). Our infrastructure is optimized for deliverability: dedicated Swiss IP servers, SPF authentication, and reputation monitoring. DKIM and DMARC are coming soon. Our inbox delivery rates exceed 98%.
Yes, absolutely! You can cancel your subscription at any time from your dashboard. There is no commitment period. Your subscription will remain active until the end of the already paid period.
The free trial lasts 7 days and lets you test all basic features. You can send up to 2 invoices per day with one connected bexio account. No credit card is required to start. At the end of the trial, you can choose a paid plan or simply stop — nothing will be charged.
Yes, you can upgrade to a higher plan at any time from your dashboard. The change is immediate and the amount is calculated pro-rata for the remaining period. To downgrade to a lower plan, please contact our support team.
We accept credit cards (Visa, Mastercard), debit cards, TWINT, PostFinance and Apple Pay. All payments are securely processed through Saferpay (Worldline), a PCI-DSS certified provider. Your banking details never pass through our servers.
You set up recurring orders in bexio with a frequency (weekly, monthly, etc.). Bexio Mailer automatically detects these orders, generates the corresponding invoices and sends them by email to your clients according to your rules. The entire process is automated.
Multi-company management allows you to connect multiple bexio accounts to a single Bexio Mailer account. It's ideal for fiduciaries or corporate groups. You switch between accounts in one click without needing to log in again. The Pro plan allows 3 accounts and the Fiduciaire plan allows unlimited accounts.
Yes, in compliance with GDPR and the Swiss nFADP, you can export all your personal data at any time from your account settings (under "Danger Zone"). The export includes your profile information, connected bexio accounts and licenses. You can also permanently delete your account.
No questions match your search.
Still have questions?
Our team is available to answer all your questions.