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  1. bexio Support
  2. Sale

Sale

Offerings

  • Create an offer, an order, an invoice
  • Delete quotes
  • Insert text positions, times, expenses, discounts, subtotals, and a PDF page break
  • Add a product position
  • Create standard positions
  • Options in the tab "Positions"
See all 9 articles

Orders

  • Record a delivery address
  • Delete orders
  • Remove partial invoices
  • Remove recurring orders (subscriptions)
  • Create partial invoices
  • Create a monthly invoice
See all 7 articles

Invoices

  • ★ Edit/delete invoices
  • ★ Create a reminder from an invoice
  • Overpayment / Underpayment / Refund
  • Define gross prices
  • Set up a cash sale in bexio
  • Book discounts and surcharges
See all 15 articles

Credits

  • Delete a credit
  • Book a credit

Other

  • Collect payments manually
  • Find the overview of all delivery notes
  • "Invoices with available client balances" under "Sales" - "Other"
  • Important under "Sales - Other"
  • Perform payment reconciliation for ESR payments (v11)
  • Delete delivery notes
See all 7 articles

Analytics

  • Sales analysis

E-mail dispatch and online documents

  • Send offer, order, invoice by e-mail
  • Document preview
  • Changing the sender address of outgoing e-mails
  • Change the text of the mails

Settings

  • Customise your payment slip
  • Customize my logo, font, margins and the recipient address for my documents
  • Need to do when not subject to taxation
  • Automate reminders
  • "with letterhead (PDF)" and "without letterhead (PDF)" buttons
  • Yearly number ranges
See all 7 articles
08.30 - 12.00 / 13.00 - 17.00
08.30 - 12.00 / 13.30 - 16.30
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