Handover invoices to Bexio or Exxas

Here’s how it works

1. ConnectBexio: Extensions → Bexio interface → Settings, store API tokens and check the connection. Exxas: Extensions → Exxas interface → Settings, Log in with your Exxas email and password (with MFA using the app password) or insert an API key.
2. Enter customer numberEvery billing address needs a customer number. In Bexio, it corresponds to the contact number in Bexio; the automatic customer numbering in Bexio should be turned off. If the contact is not yet available, it will be created.
3. ExportingIndividually: Invoice → Action Menu → «Export». Multiple: in Documents Mark invoices as «selected for export» (up to 200 at once). The result is shown in the export report.
4. Balance paymentsForestControl updates the payment status hourly and displays «Recharged», «Partly charged», «Payment received» or «Cancelled». Manually set due dates are never overwritten.