The bexio Contacts module centralizes partner information to optimize your management. To create a contact, go to the Contacts tab and click "Create new contact." Choose between "Private" or "Company" types and enter the basic information, contact details, and additional data (contact person, owner, categories, sector, and tax...
This article explains how to create, assign, and manage countries in bexio. You can add custom countries to filter and export customer data. To create a new country, go to settings, then "All settings" > "Functions and modules" > "Countries," click on "New country," enter the information, and save. To assign a country to a contact, edit...
This article explains how to create and manage industry sectors to segment your contacts. This segmentation allows you to filter contact lists, target mailings, and analyse your customer base. It details the steps to create a new sector, assign it to a contact, and delete an existing one. Please note that deleting a sector removes it from...
This article explains how to create and manage salutations and titles (e.g., Dr., Ms., Mr.) to personalize communication with your contacts. It includes the following sections: creating a new salutation or title, assigning them to a contact, and deleting or editing an existing entry.
bexio categories serve as labels to segment your contacts and tasks. They allow you to quickly filter contacts and automate internal reminders (memos) when creating documents for specific customer groups. Managed through the basic settings, they can be assigned individually or in bulk, providing a clear structure without the risk of...
This article will help you to structure your contact addresses in bexio correctly, as if an address is not structured, the information may be missing from the "Payable by" section of the invoice QR-Code; although the customer can still make the payment, they will have to enter the address manually, which is why structuring is important to...