eBill invoices from bexio via Dibito

Send your invoices from bexio as eBill invoices today. Dibito supports you with this.

Prerequisites

- You use bexio with any package.

- You have successfully verified your organization as a biller with Dibito.

Step-by-step instructions

To send eBill invoices from bexio, use the "Import from bexio" button on the "Business cases" page to start the process:

Click on "Authenticate with bexio". A new window opens with the bexio login.

Note: Dibito does not store any bexio login information. The login page is located on the bexio server.

If you manage several companies in bexio, select the desired company:

Unique setup

You must give Dibito access to your bexio data once.

Dibito reads your contacts in order to identify eBill recipients. Your contacts are not stored by Dibito.

Dibito reads your invoices for import and changes their status after they have been submitted to the eBill portal.

When you use the bexio import in Dibito for the first time, you must create a contact category called "eBill". Dibito can do this automatically.

Note: You can create the contact category yourself and optionally add a memo to the created category in bexio. To do this, go to the Settings -> Contact categories page in bexio and set "Visible for" to "Invoices".

Your invoices for eBill contacts are thus immediately identifiable as eBill invoices:

Enter contacts

Add the eBill identification of your contacts in any field in the "Communication" section.

When importing invoices, Dibito checks all your contacts for the deliverability of eBills and offers you the option of automatically setting or removing the eBill contact category. This process can take several minutes if you have a large number of contacts.

Import invoices

Once all settings have been made in bexio, you will see all open invoices (and optionally also invoices in "Draft" status) in Dibito. If the recipient allows delivery as eBill from your invoicing party, the invoice will be displayed as "Deliverable". Otherwise, no valid eBill identification could be found in the corresponding bexio contact.

Now select the invoices that you would like to import to Dibito for eBill dispatch and click "Import invoices".

When importing invoices in the "Draft" status, they are set to the "Open" status.

Import reminders

In the next step, you can import any outstanding payment reminders as reminders in the same way as invoices.

Reminders are entered into the eBill system as separate business cases. If these or the associated invoice are paid, both business cases are considered completed.

Only reminders for invoices already submitted by Dibito from bexio can be submitted via Dibito.

Overview of business cases

After the import, you will find your invoices and reminders in the overview of business cases ready for submission to the eBill portal. If problems occur, check the validation errors in the "Incorrect" tab.