Bexio

smart-me billing offers the possibility to import invoices automatically into Bexio. Bexio is a business software. More information: https://www.bexio.com/

Functions

• 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

1. Open smart-me billing

2. Select "Configuration" and the property

3. At "Export to third party" select Bexio

4. Click on login and log in to Bexio

5. 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

1. Select "Configuration" and a flat

2. Click on "Add" under billing address

3. 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.

1. Log in to Bexio

2. Call up invoices