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Quick start

A five-minute walkthrough — once Pingen Post is installed and licensed, this is the fastest path from zero to a physically posted invoice.

If you haven't installed Pingen Post yet, start with Installation.

1. Connect your Pingen account​

Follow Pingen Account Configuration to get your Organisation ID, Client ID, and Client Secret. Do it for staging first — staging letters are validated but never physically sent or charged, which makes it perfect for this walkthrough.

In Tools → Pingen → Settings → Account, set Environment to Staging, paste your staging credentials, and click Save settings.

2. Set your letter defaults​

On Settings → Preferences, pick sensible defaults — Economy speed, Grayscale, Simplex, address on the Left works for most Swiss window envelopes. You can override any of these per letter later.

3. Turn on paper delivery​

On Settings → Delivery, enable Send Paper-delivery invoices via Pingen. This lets the scheduled task pick up any invoice whose delivery method is Paper and mail it automatically.

The Delivery settings, ready to send paper invoices

4. Send an invoice on paper​

You have two ways to get an invoice to Pingen:

  • Automatically — set the invoice's delivery method to Paper (you or the client, from the client area). Within a few minutes the paper-delivery cron task submits it.
  • Manually — open the Invoices tab, find the invoice, and click Send.

Either way, the letter is handed to Pingen for printing and posting.

5. Track it in the Mailroom​

Switch to the Mailroom tab. Your letter appears with a live status — preparing, then sent — and, where the destination supports it, per-step tracking events.

The letter appearing in the Mailroom

Because you're in staging, nothing is physically posted and nothing is charged — but the whole flow behaves exactly as it will in production.

Where to go from here​

  • Sending Invoices & Quotes — the Paper delivery method, the client-area choice, delivery fees, and manual sending explained in full.
  • Mailroom — tracking, cancelling, uploading a PDF by hand, and the price calculator.
  • Configuration — every setting documented.
  • Integrations — produce Pingen-ready PDFs with BestPDF and add Swiss QR slips with Billing Booster.

Going live​

When you're happy with staging, create production credentials (same steps, on the production dashboard), enter them on Settings → Account, and switch Environment to Production. From then on, paper-delivery invoices are printed and posted for real.