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...
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'...
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...
This article explains how to disable automatic reminders in bexio—either globally for all invoices or individually for a specific invoice. To disable all reminders, go to Settings > All Settings > Features & Modules > Reminder Levels, select a level, and uncheck the automatic sending option. For a specific invoice, open the invoice, go to...
This article explains how to manually post incoming payments for sales invoices in bexio, view payment history, and avoid duplicate entries during bank reconciliation. To manually enter an incoming payment, go to Sales > Invoices, select the relevant invoice, and open the «Incoming payments & credits» tab. Click «+ New incoming payment»,...
To record direct cash sales in bexio, start with a one-time setup: create a 'Cash payment' terms template, a generic 'Cash sale' contact, a cash account configured without a QR bill, and a draft document template with these settings. For daily sales, simply duplicate this draft. For products without stock management, add the items, mark...
If the payment has arrived or the transaction was reconciled after sending, the payment reminder can be deleted. Please note that payment reminders must be deleted individually. To delete a reminder, go to the specific invoice, select the Reminders tab, click Actions, and choose Delete. Deleting a reminder will restore the invoice to its...
In bexio, you can create invoices that include VAT (gross prices). To set default gross prices, go to Settings > All settings > Accounting > Default VAT settings for documents, and then change the price display setting. To apply gross prices to a single invoice, open the document in "Draft" status, go to the Settings tab, select the Gross...
A pro forma invoice is a commercial transaction document with no accounting value. To create such an invoice, you need a specific document template. Manually change the title to "Pro forma invoice." Then, set the status to "Open," download the document, and finally cancel the invoice so that it does not affect your bookkeeping.
It is not possible to create invoices with a total amount less than or equal to zero. To document free services, create an order with 0 CHF or a 100% discount. Confirm and send the order, then manually set the status to 'Done' to keep your dashboard organised.