The modernization of the bexio sales process

Gain insight into how the quotation and invoicing process is being optimized. Give feedback and contribute to the future development of the sales process.

Our roadmap

Recent updates

  • One of the most requested ideas from the Ideas Portal: Optimized e-mail dispatch from bexio by sending documents as PDF attachments. Learn more
  • QR invoices can be generated in bexio and send to your clients. And incoming QR invoices can be paid in bexio and sent to your e-banking. Learn more
  • New Stripe checkout: Improved fraud protection, support for 3D Secure 2.0 and a new design.
  • Improved workflow with foreign exchange rates thanks to additional exchange rate fields. Learn more
  • SumUp by bexioSync: Synchronize your sales and card payments via SumUp directly to bexio. Learn more
  • In addition to Visa and Mastercard payments, payment with TWINT is now possible – ensuring that your invoices are paid faster and more securely. Learn more
  • Memos within contacts remind you of special features of individual customer groups, suppliers or projects. Learn more

Topics we are currently working on

  • In order to simplify your work with foreign exchange rates, we are working on a fully automated solution with FTA monthly average rates.

Provide feedback – get involved

We would like to involve you in the further development of the sales process: Log into the demo access below to find revised workflows of the sales process, for which we would like to receive your feedback.

  • The demo access is based on the Starter Package
  • New user interfaces for quotes, orders (without stock management), delivery notes, invoices and credit notes
  • New overview lists for quotes and invoices

Note: The demo access does not include the full scope of the Starter Package. The following functions in particular are not included:

  • Dunning process
  • Recurring orders
  • Connection to accounting

Demo access

Log in with the following user information and explore the site!

Attention: This is a public demo access; therefore, any information you enter is accessible to all test users. For this reason, please do not enter any sensitive information.

Demo accessLogin »