Export to Bexio
You need a smart-me Professional subscription to be able to create energy cost bills.
smart-me billing offers the possibility to import invoices automatically into Bexio. Bexio is a business software. More information: https://www.bexio.com/
Customer management in Bexio: smart-me Billing takes over the customer master from Bexio.
Export of the bills: Energy bills can be created, sent and managed in Bexio.
Automatic payment reconciliation / automatic reminder
1. Activate Bexio
Open smart-me billing
Select "Configuration" and the property
At "Export to third party" select Bexio
Click on login and log in to Bexio
Click on save
Invoice title: The title of the invoice in Bexio.
Invoice language: The language to be used for the invoice in Bexio.
Account for Bexio entries: The Bexio account to which the items should be assigned.
2. Assign tenants
Select "Configuration" and a flat
Click on "Add" under billing address
Select the contact from Bexio
3. Export invoice to Bexio
Create the invoices on a property
-> The invoices are automatically exported to Bexio.
smart-me Billing takes over the invoice number from Bexio (example: RE-1570 is the invoice with the number 1570 in smart-me).
4. Invoices in Bexio
The invoices have now been created in Bexio and can be processed further.
Log in to Bexio
Call up invoices