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...
In bexio, partial invoices are created from sales orders to allow billing in multiple stages. Configuration takes place under the « Partial invoices » tab of the order. Two calculation methods are available: proportional values (fractions or percentages) or absolute values (fixed amounts). The total of the partial invoices must match the...
If a customer regularly orders goods or services during the same month, you can consolidate all orders into a single sales order. This single sales order serves as the basis for all goods deliveries and/or services provided throughout the month. Partial delivery notes can be created for delivered goods. New items or services can be added...
A customer order can be deleted if its status is ‘In progress’ or ‘Cancelled’. The order number of a deleted order cannot be reused. It is recommended that you cancel the order instead, to preserve the order history. The conditions for deletion vary depending on the order status and whether there are any delivery notes or invoices...
This article explains how to set up and manage recurring invoices. It details the creation of a recurring sales order, the configuration of recurrence settings (frequency, date, duration), and the two methods for generating invoices: manually or in bulk using a wizard. Finally, it covers printing, bulk sending, and deleting recurring...