In bexio, directly creating advance payment invoices is not possible. Two methods allow you to manage these transactions: either by generating partial invoices from an order via the Sales module (recommended), or by recording an entry on the customer account and linking it to the final invoice via the Banking/Contacts module. An advance...
The Send via email feature in bexio allows you to send invoices, quotes, and sales orders directly. It supports personalizing email templates with dynamic fields, managing up to five primary recipients and four in CC, and options for online links or PDF attachments. Bulk sending includes an online link valid for 365 days. The...
The preview feature allows you to visualize your documents without generating a PDF file. Compatible documents include quotes, sales orders, credit notes, purchase orders, and account statements. There are two preview modes: the PDF format, which is an exact replica of the final document, and the bexio network (for quotes, orders, and...
bexio allows you to configure number ranges so that the numbering automatically restarts at one (or a defined starting value) at the beginning of each new year. This setting must be defined in the previous year within the document settings under "Specify number ranges" for each document type individually. To ensure seamless continuation,...
To handle reminder fees on an unpaid invoice, bexio offers two options: issue a separate invoice for the fees while keeping the initial invoice in "Overdue" status, or revert the original invoice to "Draft" status to add a fee line item directly before re-issuing it with its original date. However, this second method requires that the...
bexio offers automatic payment reminders for invoices. Setup includes defining reminder levels, timeframes (before or after the due date), and email templates. The 'after due date' logic is recommended for a clear timeline. Automatic reminders stop as soon as payment is received. The system retroactively applies reminders up to 7 days...
You can manage payment reminders in bexio manually, automatically, or via the dunning procedure. This article explains how to create, customize, and send a reminder directly from an invoice. Configure your reminder levels and email templates under 'Settings'. To create a reminder, open an 'Overdue' invoice, then click on the 'Reminders'...
The "Sales Analysis" feature exports data from invoices, orders, and quotes in real time into an Excel file. This file contains four worksheets: one with raw data and three prepared pivot tables (Customers, Products, Invoices). The export is done via the Sales menu by selecting a time period. User permissions for access and downloading...
This article explains how to customize document templates (invoices, quotes, etc.) so they match your company's visual identity. It covers the layout and graphical elements—such as logo, background, and fonts—as well as margins and spacing. Document-specific settings, including structure and advanced options for invoices or quotes, are...
You can assign customer-specific discounts to your contacts. To use it, please check your permissions under Settings > Users > Manage Users and ensure that Sales – Discount Management is enabled. To set up a discount, go to Settings > All Settings > Master data > Discounts, click Create new discount, enter a name and percentage, and then...