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  • ISR Code line & Swiss QR Code
  • Financial Software & Updates
  • Customer Service & Drivers

Welcome to PayMaker Home / Office / 3PC

Your financial software for more convenience and security in e-banking

We're here to help

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New Features Version 5

Swiss QR Code ready
Full-text search for payments and accounts
Bookmarks
Colour scheme
Structured addresses
Security login via 2-factor authentication (optional)
Swiss QR Code ready
Swiss QR Code ready
  • You are all set for the new QR invoice with payment part
  • Scan QR and ISR invoices using the same method
Full-text search for payments and accounts
Full-text search for payments and accounts

The right answer is just one click away:

  • How much did we pay for the logo printed sweatshirts two years ago?
  • Has Peter Muster payed in the meantime?

Instruction

Bookmarks
Bookmarks
  • Save the most frequently used functions as bookmarks for faster access
Colour scheme
Colour scheme
  • Choose the colour scheme of your user interface individually
Structured addresses
Structured addresses
  •  Wizard for automatic pre-structuring of your existing address data
  • Easy review and correction of your data in structured format

Instruction

Security login via 2-factor authentication (optional)
Security login via 2-factor authentication (optional)
  • Increased security and protection against unauthorized access to sensitive data
  • Enhanced coverage of bank communication

Instruction (only German)

Manuals (only available in German, for French change the language)

Installation Guide PayMaker Office 3PC
Installation Guide PayMaker Office
Installation Guide PayMaker Home
Installation Guide PayMaker Office 3PC
Installation Guide PayMaker Office
Installation Guide PayMaker Home

Definition of terms

What is a client?
What is a account?
What is a contract?
What is a user?
How are client, account, contract and user linked?
Which rights can a user possess?
How many clients and user do I configure best?
Which access methods to financial institutions exist?
Which purpose serve the passwords in the PayMaker?
What do access data of a contract have to do with passwords?
What is a client?

A client is like a vessel, in which account and payment information are stored. A client can contain several accounts of different financial institutions. But with the PayMaker, only one vessel at a time can be open. You have to close the open vessel before opening another one.

As a private person you normally need only one client to use your connections to the financial institutions. It is for this reason that one client has already been created after the installation. Otherwise, (i.e. if you have a business or are the cashier of a local club in an honorary office) it is recommended to create a second client, to separate the privat account movements from the other accounts.

What is a account?

The accounts are administered by your financial institution except for the manual account. From the perspective of PayMaker, only those accounts are interesting, which can be reached over electronic communication. To make this possible, conclude a contract with the corresponding financial institution.

What is a contract?

In the PayMaker a contract means an agreement which you concluded with your financial institution. It allows you to electronically exchange account information with this financial institution. To perform this exchange, you need your access data you received from your financial institution. Your contract with the corresponding access data is also the key that opens the electronic door to your account and payment information of a financial institution.

For all the accounts you want to process with the PayMaker you need a separate contract with the financial insitution where you keep the respective account.

In a contract several accounts can be listed for use. Specify with your financial institution which accounts belong to the contract.

What is a user?

The user works with the PayMaker. It conducts the functions (provided by the PayMaker) for the contracts, for which he is authorized.

Users which are indicated as “Administrator” can also administer all users, all clients and all contracts, i.e. create new ones, adapt or delete existing ones. This is particularly the case for clients and contracts not assigned to the user. This means that the administration permission of an user is not restricted to the authorized clients and contracts.

Users which are indicated as “Administrator” can also administer all users, all clients and all contracts, i.e. create new ones, adapt or delete existing ones. This is particularly the case for clients and contracts not assigned to the user. This means that the administration permission of an user is not restricted to the authorized clients and contracts.

How are client, account, contract and user linked?

PayMaker allows you to comprehensively process your payment transactions with all the financial institutions. For this purpose, PayMaker uses the communications interface provided by the financial institutions to exchange account and payment information.
The account and payment information are deposited in the client of the PayMaker which is assigned to the corresponding contract. This means, they are always stored in the same vessel.

The client as a vessel with several contracts and accounts

For each function of the payment transaction which the user wants to conduct and which needs access to the financial insitutions, the user has to specifiy, which contract has to be used, i.e. which key fits on the electronic door.

The PayMaker does not know, which accounts are covered by which contract. This is specified by the financial institution.
The number of clients and contracts for a user made available by the PayMaker is determined by a triangle between client, contract and user. The following conditions need to be fulfilled so that a user can work with a contract for a client:

The contract has to be assigned to the user who should work with it. To put it into the other way round: The user must be authorized in order to work with the contract.The user has to be assigned to at least one client. Users who are not authorized by a client, are not able to execute functions of payment transition. The contract has to be assigned to a client to which the user is also assigned.

This means that the circle has to be complete as shown in figure 2.

If a user is authorized to work with a client but does not have authorization for all contracts of this client, he can only work with the contracts, he is authorized.

If the user is authorized to work with a client and has the authorization for additional contracts of a second client, to which he is not assigned to, he is not able to work with these additional contracts. The reason is that he cannot indicate this second client when registering.

The range of functions available to the user when working with a client is specified by the user rights.

Which rights can a user possess?

The PayMaker provides the opportunity to specify the amount of executable functions namely per client. The user can be authorized for the following functions for one client:

  • Display of electronic account documents
  • Transmission of electronic account documents
  • Display of budgeting
  • Processing of accounts and account statements
  • Display of accounts and account details
  • Transmission of accounts and account details
  • Display of payments
  • Processing of payments
  • Transmission of payments
  • Sights of payments

When assigning a user to a client (How do I specify the clients for which the user is able to work with?), according to the default the user either gets all rights or none (How do I change the amount of of rights automatically assigned to a user?), regardless of whether the user is assigned to the client or vice versa.

How many clients and user do I configure best?

The number of clients and user you need to work with the PayMaker depends on for what you want to use the PayMaker. A universally valid, general configuration does not exist. Following, some scenarios on how to use the PayMaker will be presented and the most suitable configuration will be exemplified.

All scenarios have in common that a contract has to be concluded with every financial institution where you keep an account which you want to process with the PayMaker.

Scenario of a private person

You as a private person want to process your private account and payment information. You keep several accounts at different financial institutions. You are the only user.

You need a client which processes all information of your private accounts. You secure the access to the client with a password.
To log yourself into the PayMaker, you only need one user.

Assign this user to the client (Arrow (1)). The user should get all rights for the client. The user can also administer the PayMaker, but this does not need a password.

Assign all entered contracts with the desired financial institutions to the client and to the user.
Set up your PayMaker so that the next time you start it, the last logged in user and the last used client are will be used.

Scenario of a couple with family accounts

You as a couple want to process your shared family accounts. You keep several accounts at different financial institutions. Both spouses use the same PayMaker.

You need a client which processes all information of your shared accounts. You secure the access to this client with a password.

You need two users. One is for you to log yourself in and the other one is for your spouse. Each one of those users is assigned to the client (Arrows (1) and (3)). Both users should get all rights for the client. Both users can administer the PayMaker. It is up to you, if you want to secure both users with a password to protect them against unauthorized use. This would be reasonable if not all users have equal rights concerning administration and rights to work with the client.

Assign all entered contracts with the desired financial institutions to the client (same vessel as in picture 4) and to both users (Arrows (2) and (4)).

Set up your PayMaker so that the next time you start it, the last used client will be utilized. If one user utilizes the PayMaker more than the other one, it may be easier for him, if also the last logged in user is going to be utilized at the next start.

Scenario of a private person with a business or a subsidiary office

You as a private person also want to process the accounts of your own business or of your subsidiary office (e.g. cashier in a club) besides your private accounts. You are the only user.

Application scenario private person with a business

You need two clients, one for your private accounts and a second one for the accounts of your business/club. Secure the access to both clients with a password.

You only need one user to log yourself into the PayMaker. This user is assigned to both clients (Arrows (1) and (3)). The user should get all rights for both clients. The user can also administer the PayMaker but this does not need a password.

Assign each contract with the desired financial institution to the corresponding client (i.e. put it into the right drawer, picture 5). The user will be authorized for every contract (Arrows (2) and (4)).

Set up your PayMaker so that the next time you start it, the last logged in user will be utilized.

Do you also want to manage your members or to maintain your accounting computer assisted? Then we recommend you our software ClubMaker for clubs and PayMaker for businesses.

Scenario life partners with shared and individual accounts

You and your life partner want to process your shared account as well as your private accounts. Both use the same PayMaker.

Application scenario life partners with shared and individual accounts

You need three clients, one each for the private accounts of you and your life partner as well as a third one for your shared accounts. Secure the access to all the clients with passwords.

You need two users, one for yourself and one for your life partner. One user is assigned to “your” client and the other one to the “shared” one. (Arrows (1)). The user should get all rights for these two clients. The user can also administer the PayMaker but need no password for this. The second user is assigned to the “shared” client as well as to the “life partner” client (Arrows (3)) but needs no password.

Assign each contract with a desired financial institution to the corresponding client (i.e. put it into the right drawer, picture 6). The first user gets the rights for the contracts of “your” client as well as for the “shared” one (Arrows (2)). The second one gets the rights for the contracts of the “shared” client as well as for the “lifepartner” client (Arrows (4)).

Set up the PayMaker so that the next time you start it, whether the last logged in user nor the last used client will be utilized.

Scenario PayMaker on computers of a club

You as a cashier or as a president of a local club want to use the PayMaker on the computer of your club. This computer is also used by other board members, which can also view into the association account, but are not able to effect payments.

Application scenario computer of a club with several users

You need a client which processes all information of the association accounts. Secure the access on this client with a password.
You need one user for each board member who should get access to the accounts to log in. The user you have created for yourself is also the administrator. This is not necessary for the other users. Each one of the users is assigned to the client (Arrows (1), (3) and (5)). Depending on the situation, the rights of single users can be restricted (Arrow (7) in picture 7). Specify a password for each user.

Assign all entered contracts with the desired financial institutions to the client (same drawer, picture 7) and to all users (Arrows (2), (4) and (6)).

Set up the PayMaker so that the next time you start it, the last used client will be utilized.
Do you also want to manage the members or to maintain the account computer assisted? Then we recommend our softwareClubMaker and PayMaker.

Which access methods to financial institutions exist?

You need following information to get electronic access to your financial institution:

Contract number The contract number (=e-banking contract number or e-finance number for PostFinance) determines the contract and thus which accounts can be processed with this access.
Password With the password you identify yourself towards the financial institution as a authorized user concerning the contract.
Password add-on With the password add-on the safety, that a user who wants to get access with the contract number and password is also the authorized one, is enhanced.

The most access methods are carried out in two steps: First, the contacting with the contract number and the password takes place. After the financial institution has checked these details, the password add-on is required.
Meanwhile, there exist several ways of how the user gets to know the password add-on on the computer to type it in. Your financial institution will inform you about the details of the corresponding access methods as these are different depending on the contract type and the financial institution

TAN list The password add-on normally consist of a 4-digit code. The contract partner gets several codes by letter from the financial institution. The user types in the next code at a time, whereby he normally is informed on how the code looks like.
Key matrix The password add-on normally consists of a 4-digit code. The contract partner gets a table of codes by letter from the financial institution. The financial institution informs the user about the position of the code to be entered in the second step.
TAN The contract partner gets a list with transaction numbers from the financial institution. These numbers in the given order are used to authorize a single transaction at a time. Following its use, the transaction number is invalid.
iTAN The contract partner gets a list with transaction numbers from the financial institution. But the financial institution informs the user before the transaction about the position of the number to be entered.
iTAN plus Besides the position of the transaction number, the financial institution transmits another information (e.g. birth date) in the form of a digital watermark. This allows the user to recognize changed pages.
eTAN The transaction number is not on the list of the user, but created from a generator. The user has to enter the control number, which has been transmitted from the financial institution, into the generator so that he gets the transaction number from the generator. Only then, the user can see the transaction number and can enter it to confirm the transaction.
eTAN plus A customer card of the financial institution is needed so that the generator works.
Mobile TAN The transaction number is not on the list of the user, but created from a generator. The user has to enter the control number, which has been transmitted from the financial institution, into the generator so that he gets the transaction number from the generator. Only then, the user can see the transaction number and can enter it to confirm the transaction.
Hardware Tokens It should refer to various hardware keys, which need to be connected via USB to the computer to login.
CLX.Sentinel The Sentinel allows e-banking on the highest security level. Supported versions of the Sentinel are those, which you can directly purchase from your financial institution
Key disk Login methods with software-based certificates, which are installed via key disk, are applied for corporate contracts at direct interfaces.

You receive your access information from your financial institution by letter. If necessary, there is a data carrier enclosed, on which the access information is saved.
All this is not directly related to the PayMaker. You also need all this information if you want to communicate with your financial institution over any other electronic way, e.g. online banking.

Which purpose serve the passwords in the PayMaker?

PayMaker is able to assign passwords on the user level as well as on the client level

Please note: Passwords for user and clients are mandatory in all our software products

On the one hand, the client password controls, if a user who wants to work with a specific client is actually authorized to do so. On the other hand, the account and payment data of a client, which has a password, are encrypted with this password. Therewith, these information are not visible at all from the outside of the PayMaker.

What do access data of a contract have to do with passwords?

PayMaker protects with the user and client password the access to the application itself and to its data (arrow (1) in picture 8).
The financial institution protects with its method the electronic access to its systems (arrow (2) in picture 8), namely to PayMaker as well as to every other program, with which payment information can be obtained from the financial institution.

These two safety precautions complement each other.

Safety precautions of the PayMaker and of the financial institution

Login PayMaker

How do I sign up as a user?
How can I prevent to specify the client every time when logging in?
How can I specify the client at the moment of logging in?
How can I change the client after the log in?
How can I change the user after the login?
What happened if no window appears to enter the user or client when logging in?
How can I find out, with which user I am logged in at the moment?
How can I find out, with which client I am working at the moment?
How can I change my own password as a user?
How do I sign up as a user?

When starting the PayMaker you have to identify yourself as a user first. Therefore, enter in the window “Log in” your user name and password. If you have not set a password for your user name, leave this field blank. PayMaker controls if the combination of user name and password is correct, otherwise it will report an error message.

Login window to authenticate a user

With the button “…” you can switch the display in the password fields to be able to see, what you type.

After a successful login, specify in the PayMaker which client you want to work with. Choose in the window “Log in” the desired client and enter the password of this client in the corresponding field (What happened if no window appears to enter the user or client when logging in?). If no password is set for the desired client, leave this field blank.

How can I prevent to specify the client every time when logging in?

You can specify in the general program settings that the PayMaker always starts with the last used client.

If the client you want to use is not protected by a password, you will not see the “Login” window to select the client.
PayMaker will show you the “Login” window at start if it is either unclear which client is to be used or if the client to be used is protected by a password.

How can I specify the client at the moment of logging in?

If the user is authorized to work with different clients, specify in the general settings not to start with the last used client.

You can also specify a password for each client.

PayMaker will show you the “Login” window to select a client at start if it is either unclear which client is to be used or if the client is protected by a password.

How can I change the client after the log in?

You can change the client you are working with without exiting and restarting the PayMaker. For this purpose, select in the menu “File” ” Change client”.

As a result, PayMaker will show you the “Login” window to select the desired client. This can be handled now as during the normal login.

How can I change the user after the login?

You can login with another user without exiting and restarting the PayMaker. For this purpose select in the menu “File” ” Change user / client”.

As a result, PayMaker will show you the “Login” window to select the desired user name. This can now be handled as during the normal login.

What happened if no window appears to enter the user or client when logging in?

PayMaker is designed in a way that you get to the desired result with as few entered information as possible.

It is for this reason that in the following situations during the log in not all windows are displayed:

  • You have set the PayMaker so that it starts with the last utilized user. This user does not need a password. In this case, the “Login” window to enter the user will not be shown and the last logged in user will be utilized.
  • You have set the PayMaker so that you want to work with the last used client. This client does not need a password. In this case, the “Login” window to select the client will not be shown and the last used client will be utilized.
  • You utilize a user to which only one client is assigned or none at all. The assigned client does not need a password. In this case the “Login” window to select a client will not be shown and the assigned client will be used or it will be started without a client.
  • The first situation is combined with the second or the third situation. In this case, no “Login” window will be shown and the last logged in user with a specific client will be used.

You can change the client, log in with another user or find out the current user and client after having started the PayMaker.

How can I find out, with which user I am logged in at the moment?

Change in the menu “File” ” Current user/client…”. PayMaker will show you the window “Current user / client (view picture 11), which will specify the current user.

As an alternative, you can have a look at the information window in the “Configuration” tab to see which user is logged in in the PayMaker.

How can I find out, with which client I am working at the moment?

Either you choose in the menu “File” ” Current user/client…”. PayMaker will open the window “Current user / client” on which you can see the actual client.

Or you can have a look at the information window in the “Configuration” tab (How do I get to the information window?) to see which client is currently in use.

Or just look at the head line of the main window of the PayMaker.

How can I change my own password as a user?

As a user you can change your password even if you are not an administrator. To do so, select in the menu “File” ” Change password…”.

PayMaker opens the window “Change password” to adapt your password. Enter in the field “Old password” your previous password or leave the field blank, if you haven’t set a password so far. Enter in the field “New password” your novel password. To prevent typing errors, confirm the newly selected password in the field “Password confirmation”.

Management of user, client and contract

How do I delete an existing client?
How do I delete an existing user?
How do I delete an existing contract?
How do I specify a password for a client?
How do I specify a password for a user?
How do I specify the clients for which a user is able to work with?
How do I establish an assignment of contract and client?
How do I specify the contracts a user is authorized to work with?
How do I specify the rights of a user in relation to the client?
How do I adapt the options of a contract with the financial institution?
How do I delete an existing client?

Using the following three ways you can remove an existing client in the module “Configuration”.

Click on “Clients” in the navigation field.

Choose the client to be deleted in the client overview.

Either you right click in the client overview to see the context menu, where you can choose the menu item ” Delete”.

you click in the toolbar on “Delete client”.

or

you choose in the menu “Clients” the item “Delete client”.

PayMaker will open the confirmation window “Delete” to remove the client using each of those variants.

To confirm the deletion, click on the button . If you want to cancel the deletion, click on . The deletion cannot be undone.
The deleted client no longer appears in the client overview.

How do I delete an existing user?

Using the following three ways, you can delete an existing user in the module “Configuration”.

Click on “User” in the navigation field.

Select the user to be deleted in the user overview.

Either you right click in the user overview to see the context menu, where you can choose the menu item “Delete”.

or

Or you click in the toolbar on “Delete client”.

or

Or you choose in the menu “User” the menu item “Delete user”.

PayMaker will open the confirmation window “Delete” to remove a user using each of those variants.

To confirm the deletion, click on the button “Yes”. If you want to cancel the deletion, click on “No”. The deletion cannot be undone.

The deleted user no longer appears in the user overview

How do I delete an existing contract?

Using the following three ways, you can remove an existing contract in the module “Configuration”.

Click on “Contracts” in the navigation field.

Select the contract to be deleted in the contract overview.

Either you right click in the contract overview to see the context menu, where you can choose the menu item “Delete”.

or

you click in the toolbar on ” Delete client”.

or

you choose in the menu “Contracts” the menu item “Delete contract”

PayMaker will open the confirmation window “Delete” to remove the contract using each of those variants.

To confirm the deletion, click on the button “Yes”. If you want to cancel the deletion, click on “No”. The deletion cannot be undone.

The deleted contract no longer appears in the contract overview.

How do I specify a password for a client?

The most important first: If you set a password for the client, the account and payment data of this client will be encrypted. You password is used for this encryption. The recovery of your data without passowrd is impossible. For this reason you should never forget your client password.

To set or edit a client password go to the configuration and choose the function “Edit client” and select the corresponding button in the tab ” General”. PayMaker will open the window “Change password”

Enter now the old password, if one has been set, as well as the new one. To prevent typing errors when entering it, also enter the password into the confirmation field. PayMaker will control if the old password is correct and if the new one is identically entered. If this is not the case, an error message will appear.

With the button “…” you can switch the display in the password fields to be able to see, what you type.
PayMaker will make a note of your entry when you click on the button. But the new password will only be saved if you save all changes to the client in the window “Client”.

Clicking on will reject all changes to the password and the last valid entry in this window will remain earmarked. I.e. the next time you want to login you have to enter the old password because, in this case, the new one has not been saved. If you save the client, the password will be changed. I.e. the next time you want to login, you have to enter the new password because it has just been saved.

In both cases the window “Change password” will be closed.

How do I specify a password for a user?

To set or edit a password of a user go to the configuration and choose the function “Change user” (How do I adapt an existing user?). You can edit the password in the tab ” General”.

For this purpose, select “Reset”. Both fields to enter the password will be activated.

Enter now the new password in the corresponding field.

To prevent typing errors, enter the password a second time to confirm it. With the button “…” you can switch the display in the password fields to be able to see, what you type.

PayMaker controls if the two passwords are identical. If not, an error message will appear.

If you don’t enter a password, the password of the user will be removed. It will no longer be controlled during the login. Clicking on the button “Ok” will save the changes, clicking on “Cancel” will reject it and the user remains unchanged.

How do I specify the clients for which a user is able to work with?

You have two possibilities to authorize a user for a client, which will be described below: Either you adapt the user, whereby the user can be authorized for several clients at once. Or you adapt the client, whereby you can authorize several users for the client at once.

If you adapt the user, you will see two lists in the editing window in the tab ” Clients”: On the left side you see the clients the user is not authorized to work with and on the right side the ones for which the user is authorized

After having performed all assignments, click on the button to save the changes. If you want to reject these adaptations, click on . In both cases, the editing window will be closed.

If you want to change the client, PayMaker will show you two lists in the editing window in the tab ” User”: On the left side you see the users not authorized for the client and on the right side the ones authorized to work with the client.

After having performed all assignments, click on the button to save the changes. If you want to reject these adaptations, click on . In both cases, the editing window will be closed.

Indipendent of the way you choose to assign clients and users, you can also define the rights of a user in relation to the client here (How can I specify the rights of a user in relation to the client?).

How do I establish an assignment of contract and client?

You have to possibilities to assign a contract to a client, which will be described below: Either you edit the contract, whereby the contract can be assigned to several clients at once. Or you edit the client, whereby you can assign several contracts to the client at once.

If you change the contract, you will see two lists in the editing window in the tab ” Clients”: On the left side you see the clients not assigned to the contract and on the right side the ones assigned to the contract.

After having performed all assignments, click on the button “OK” to save the changes. If you want to reject these adaptations, click on “Cancel”. In both cases, the editing window will be closed.

If you change the client, PayMaker will show you two lists in the editing window in the tab ” Contracts”: On the left side you see the contracts not yet assigned to the client and on the right side the ones assigned to the client

After having performed all assignments, click on “Ok” the button to save the changes. If you want to reject these adaptations, click on “Cancel” . In both cases, the editing window will be closed.

How do I specify the contracts a user is authorized to work with?

You have to possibilities to authorize a user for a contract which will be described below: Either you change the user, whereby you can authorize the user for several contracts at once. Or you change the contract, whereby you can authorize the contract for several users at once.

If you change the user, you will see to lists in the editing window in the tab ” Contracts”: On the left side you see the contracts the user is not authorized to work with and on the right side the ones he is authorized.

After having performed all assignments, click on the button “OK” to save the changes. If you want to reject these adaptations, click on “Cancel”. In both cases, the editing window will be closed.

If you change the contract you will see two lists in the editing window in the tab “User”: On the left side you see the users which are allowed to access the contract and on the right side the ones not allowed to do so.

After having performed all assignments, click on the button “OK” to save the changes. If you want to reject these adaptations, click on “Cancel”. In both cases, the editing window will be closed.

How do I specify the rights of a user in relation to the client?

A user has several rights when working with a client. You can define these rights either when creating the user or client or later by changing a user or client namely when assigning a user to a client.

If you edit the user and assign it clients, select an assigned client and click on the button to edit the rights. You can only edit the rights of one client at once.

If you edit the client and assign it users, select an authorized users and click on the button to edit the rights. You can only edit the rights of one user at once.

In both cases, PayMaker will open the window “Change authorizations” containing a list of all rights which a user can get for a client.

Select the desired rights or remove the checkmarks for unauthorized functions by clicking on the corresponding check box. Use the buttons “Select all” or “Deselect all” if you want to select all or none of these functions.

By clicking on “OK” a note will be made of your entries. When you click on “Cancel” your entries will be rejected. The window “Change authorizations” will be closed in both cases.

Repeat the above steps for all assigned clients or users, for which you want to adapt the rights. All changes made in the window “Change authorizations” will be saved if the user or client in progress will be saved.

How do I adapt the options of a contract with the financial institution?

The contract options can either be edited via modification of the contract (How do I adapt an existing contract?) or already when entering the contract (How do I create a new contract?).

In the upper part of the window you see the contract number and the financial institution. You can select the debit note type in the payment orders.

Please note that this selection can not be done for every financial institution.

Backup

How do I create a backup?
How can I restore a backup?
What data is saved / restored?
How do I create a backup?

To save your data proceed as follows:
Start your PayMaker.

  1. Click in the menunavigation on “File > Backup database”.
  2. Click in the menunavigation on “File > Backup database”.
  3. Select the directory, in which the back up copy is to be saved.
    As default, the last 10 generations of backup copies are saved.
    If you want to change this setting, adapt the number of generations you want to retain. Please note that the higher the number of generations is, the more storage space on your hard disk is needed.
  4. Select the directory in which you want to save the backup copy and click on “Save”.
  5. A message confirms that the backup has been successfully created.
    If you no longer want this message to appear, set a checkmark to the note “Do not display this message again” and click on OK. If the message should always appear, you only have to click on OK.

Please note: The default settings is that you will be remembered to backup your database as soon as you close the PayMaker. This settings can be changed in the configuration. There, you can specify if you want to be remembered or if no backup should be made.

How can I restore a backup?

To restore a backup, you have to proceed as follows:

  1. Start your PayMaker.
  2. Click in the menunavigation on “File > Restore Database”.
  3. Select if you want to copy the backup copy back from the remote backup data server or if you want to use a local backup copy.
    If you use the local backup copy, specify which backup copy you want to restore. As default, the most recent backup copy is displayed.
    Click on OK to start the restoration.
  4. Confirm the warning that points out, that the entire current database will be deleted. Any changes made since the last backup will be lost.
    As an option, you can backup the current database.
  5. A message confirms, that the backup has been successfully restored.
  6. If you no longer want this message to appear, set a checkmark to the note “Do not display this message again” and click on OK. If the message should always appear, you only have to click on OK.

Please note: If you have installed the products BusinessMaker, ClubMaker or SwissMoney and you have done the backup via PayMaker, then also the data of BusinessMaker, ClubMaker and SwissMoney will be restored

What data is saved / restored?

All data of all clients is saved. If you also have installed the products BusinessMaker, ClubMaker or SwissMoney on your computer, this data is also saved. We therefore recommend you to backup your data only via the PayMaker, as you will save all the relevant data with this.

Further questions? Please contact us!

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