This document describes open customer invoices to which credit notes or customer credits can be applied. To access this, navigate to Sales > More > Invoices with available customer credit. For quick processing, you can open several invoices in new tabs. Credit notes or customer credits can be offset against an invoice: credit notes reduce...
The Sales > other submenu includes key tools for sales management: tracking deliveries, managing dunning procedures, exporting data, and entering payments and credits. It provides an overview of recorded deliveries, a list of open invoices, and the ability to export various sales documents. Account statements and recurring invoices are...
If an incoming payment or a credit note has not been matched automatically, you can manually allocate it to one or more outstanding invoices. To do this, go to Manual payment entry, enter the payment details, and search for the relevant invoices. Confirm the suggested amount and the posting date, then save the allocation. Credit notes can...
In bexio, overdue invoices can be processed individually or all at once using the dunning run feature. Start by configuring your reminder levels and email templates. Access dunning runs via "Sales > More", then initiate a new run by setting the reference due date and selecting the invoices to remind. Finalize the process by sending via...
Delivery notes document the shipment of goods to customers and manage inventory by automatically deducting the delivered quantities. You can create, manage, and export delivery notes. They are created from a sales order, allowing you to define quantities and modify delivery information and addresses. Delivery notes can be customized using...