In bexio, you can import recorded times and expenses onto an invoice either directly from a project or independently of a project via the contact. This is subject to the services being marked as invoiceable, the times having the status ‘Completed’, and the expenses not yet having been invoiced.
Billing Services (Time Entries and Expenses)
In bexio, you have various options for efficiently transferring your recorded services (time and expenses) to an invoice and billing them:
Import Requirements
For recorded services to be imported into an invoice, the following conditions must be met:
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Invoiceable: The services (times or expenses) must be marked as invoiceable.
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Status for time entries: Only time entries with the status «Completed» can be imported.
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Open expenses: Expenses must not have been billed yet.
Option 1: Billing Services from a Project
If your working hours and expenses are assigned to a specific project, you can create the invoice directly from the project.
A detailed step-by-step guide can be found in the article Create Invoice from Project
Option 2: Billing Services without a Project
If you want to bill services that are not assigned to a project, the contact (customer) serves as the connection.
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Create a new invoice for the contact for whom the services were recorded, or open an existing draft.
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In the open invoice, click on Additional Items at the bottom.
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Select according to the desired service type:
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A window (modal box) will open with all available entries for this contact.
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Select the items you want to bill using the checkboxes on the right side.
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(Optional for times): If necessary, you can set different rounding settings in this step.
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Click on Add Selected to transfer the selected services to the invoice.
In the report Define and Apply Rounding Types and Rounding Factors for Services you can learn more about rounding settings.