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"

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Orders

• Upfront Invoicing, Advance Payment, Advance on Costs
• Record a delivery address
• Delete orders
• Remove partial invoices
• Remove recurring orders (subscriptions)
• Create partial invoices

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Invoices

• ★ Overpayment / Underpayment / Refund
• ★ Edit/delete invoices
• Define gross prices
• Set up a cash sale in bexio
• Book discounts and surcharges
• Create a pro forma invoice

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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

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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

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