bexio allows you to configure number ranges so that the numbering automatically restarts at one (or a defined starting value) at the beginning of each new year. This setting must be defined in the previous year within the document settings under "Specify number ranges" for each document type individually. To ensure seamless continuation,...
bexio offers automatic payment reminders for invoices. Setup includes defining reminder levels, timeframes (before or after the due date), and email templates. The 'after due date' logic is recommended for a clear timeline. Automatic reminders stop as soon as payment is received. The system retroactively applies reminders up to 7 days...
This article explains how to customize document templates (invoices, quotes, etc.) so they match your company's visual identity. It covers the layout and graphical elements—such as logo, background, and fonts—as well as margins and spacing. Document-specific settings, including structure and advanced options for invoices or quotes, are...
You can customize the top section of your QR payment slip page with your company logo, terms and conditions, or promotional information. To do this, set up an A4 PDF document template with content placed in the upper half of the page. Go to settings, then navigate to the "Document templates" section and check the "Show payment slip on...
This article explains how to create, edit, and apply custom payment term templates in bexio. You can manage templates through settings, configure payment periods and methods, and add additional text. Early payment discount options are also available. Templates can be applied as defaults to all documents or manually on a...
This article explains how to change the VAT configuration in bexio. It details how to check for existing accounting entries using the journal (Accounting > Reports > Journal) and outlines the steps to update your VAT status (Settings > All settings > Accounting > VAT basic settings) if the journal is empty. Additionally, the article...