bexio allows you to link offers and projects. To create a project from an offer: open an offer with the "Open" or "Confirmed" status, then click on "+ Create project". The automatically transferred data includes the project title, the start date, the work packages (from the quote items), and the estimated time (if the unit is "h").
When creating documents in bexio, the "Positions" tab allows you to structure your services or products. You can easily reorganize positions and add optional items for quotes and orders. Two types of positions are available: the standard position, which is created manually, and the product position, which is linked to a product catalog....
This article explains how to generate an invoice from an accepted quote, link business documents to projects, and modify or delete existing quotes and invoices. To create an invoice, open the confirmed quote, click "Create invoice", select the items, and then save. The document is then linked to the previous quote. You can link quotes and...
To delete a quote in bexio, its status must be set to "Draft." If the quote is already in this status, simply click the trash can icon. If it is "Pending," you must first select "Mark as draft" before it can be deleted. For "Confirmed" or "Declined" statuses, you must first select "Edit quote again," then mark it as "Draft" to enable the...