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.
This article describes how to import recorded times and expenses from a project into a new invoice via the document flow. In the project, navigate to the ‘Document Flow’ tab and select ‘New Invoice’. In the ‘Create Invoice’ window, you can customise the title, date, and the import of services and expenses. Once saved, the data is imported...
If you wish to send an order to your client from a project, simply create it from the open project in the ‘Document Flow’ tab using the ‘New Order’ button. Relevant data such as the project title, details of work packages and estimated times are automatically carried over.
This article explains how to specify, within the project terms and conditions, which hourly rates (project, activity or employee) are to be used to bill for your services, and how to define the time or cost framework using appropriate budget models.
If you have deleted a project and wish to restore it, there is no direct way to do so. In such cases, however, there are two alternative methods for restoring the deleted project. These are explained in the following support article.
Using the calculator symbol in the Amount field, the billing amount can be automatically calculated based on the recorded time and the hourly rate stored for the customer, project, employee or activity.
The timer enables precise, direct time tracking and the assignment of working hours to projects and mandatory tasks. In addition, optional details such as clients or notes can be added, and billability can be set manually or automatically.
Under ‘Project’, you can enter times. Select ‘Time’ from the list of services and then click on ‘New entry’. Specify the activity, the status (open, in progress, completed, invoiced, closed) and the service description. Tick the ‘Compensable’ checkbox for invoicing. There are three entry types available: duration, from/to or stopwatch....
The conversion factor allows you to specify how different time units (e.g. days or half-days) are automatically converted into your standard time unit (usually hours) when converting quotations into projects. This enables you to offer your customers clear, fixed-price quotes without having to manually adjust the project monitoring...
In bexio, you can manage business activities under "Settings - Business Activities". You can create new activities with a name, standard hourly rate, and standard income account. This information is automatically used in project conditions when the "Hourly rate activities" billing method is selected. In bexio, you can create, structure,...