Sale
Offerings
- How do I create a document?
- How can I delete quotes?
- What can I do using the "+ More positions" function?
- How can I add a product position?
- How can I create standard positions?
- Which options do I have in the tab "Positions"?
Orders
- How can I record a delivery address?
- How can I delete orders?
- How can I remove partial invoices?
- How can I remove recurring orders (subscriptions)?
- How do I create partial invoices?
- How do I create a monthly invoice?
Invoices
- How do I create a pro forma invoice?
- How can I reset the overdue notice level?
- How do I book discounts and surcharges?
- How can I edit an invoice again?
- How can I manually post incoming/outgoing payments?
- How do I set up a cash sale in bexio?
Credits
Other
- How do I enter payments under "Sales" - "Other" - "Enter payments (manually)"?
- What can I see under "Sales" - "Other" - "Show deliveries"?
- What can I do under "Sales" - "Other" - "Invoices with available client balances"?
- What can I do under "Sales - Other"?
- How can I perform payment reconciliation for ESR payments (v11)?
- How can I delete delivery notes?
E-mail dispatch and online documents
Settings
- DocDesigner functions overview
- I am not subject to taxation - what do I need to do?
- How can I use placeholders in the header/ footer?
- How can I automate reminders?
- How can I shift the client address to the right?
- How can I manage the currencies?